Update Campaign
After a campaign is created, use the following CFTR features to update the campaign:
Summary: Displays the details of the campaign, such as campaign description, campaign type, and more.
Notes: Add notes of the actions performed.
Activity Logs: Displays a list of all the campaign updates.
Connect the Dots: Connect other CFTR modules that are related to the campaign to gain contextual information. For more information, see Connect the Dots.
Attachments: Upload the external files that are related to the campaign. For more information, see Add Attachments.
Actions: Add actions for the tasks that are required for the campaign. For more information, see Create Action.
Enhancements: Add the enhancements that must be executed for the campaign. To know more about how to create an enhancement, see Create Enhancement.
PIRs: Add the PIRs that are required to evaluate the campaign's effectiveness. To know more about how to create a PIR, see Create PIR.
To update a campaign, perform the following steps:
Open a campaign.
Hover your cursor over the field you need to update and click the Edit icon.
Update the field and click the Save icon.
Hover over any field in the form to view the History icon. You can use this icon to view field level history for all fields in a campaign form.
Update a Campaign Status
On a campaign details page, on the top-right corner, the drop-down list shows the status of a campaign. Following are the various statuses of a campaign:
Active: The campaign is in active status.
Inactive: The campaign is in inactive status.
From the status drop-down list select a status to update the status.