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Carrot CRM – Edit or Delete a Campaign

johnpatrick   Written by johnpatrick    Last updated on

Introduction

You can make changes to your Campaign name, purpose and status as well as add details (logs) of your campaign costs and the size of the audience as you do your marketing. This information drives dashboards and reporting throughout Carrot CRM and does not affect your integrations so it’s OK to edit them as you want.

Edit a Campaign

  1. Click Campaigns which will route you to your Campaign List 
  2. Select the Campaign you wish to view

  1. Click Edit in the upper menu
  2. Edit or add the Campaign Name
  3. Edit or add the Purpose
  4. Select a Status

Status

  • Active – currently using this Campaign
  • Planned – planning to start the Campaign
  • Complete – completed the campaign to it’s potential
  • Inactive – either temporarily or permanently halted but may not have been completed

Add a Campaign Cost and/or Audience to Log

Here you can add your costs and audience size for each step taken in your campaign if desired. These logs can be added at any time for reporting purposes and edited later if needed.

  1. Click Add a Campaign Cost and/or Audience to Log
  2. Enter the date this step was taken or the date the audience was reached 
  3. Enter the total cost spent to buy the list, send out the mailer, etc. 
  4. Enter the audience size. Audience size is the number of people or companies you reached with your mailer, cold calling campaign, etc. 
  5. Click Save 

Delete a Campaign

You can delete a campaign that is inactive or no longer using it off of the system.

  1. Click Campaigns
  2. Select the Campaign that you want to delete
  3. Click Edit
  4. Click 🗑️ the Trash Can icon

  1. Type “delete” in the field
  2. Select Campaign to migrate data into
  3. Click Delete Campaign

Add Campaign Labels

Labels saved in a Campaign will automatically attach to Opportunities created through it. This is best used if you need to save the same Label in Opportunities created from a specific Campaign. Click Campaigns

  1. Click Campaigns and then Select the Campaign you wish to view in the list tab
  2. Type the Label that you want to save in the Campaign. If the Label exists, select the correct suggestion in the dropdown. If it doesn’t, click out to create a new Label.