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Modifying Campaigns

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Vanessa
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Campaigns are any marketing initiative for which you would like to track results.

When deciding what to track, it is best to be as granular as possible, as you can always tag multiple small campaigns together into a group.  

In this article, you'll learn how to modify existing campaigns, including, changing campaign tracking details, rearranging campaign folders, activating and deactivating campaigns. To learn how to create new campaigns, read our Creating Campaigns article. 

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
CampaignsCampaigns
Users:
Administrators ✓  
Company Managers ✓  
Marketing Managers ✓  
Sales Managers    
Salespersons    
Jr. Salespersons    

 

Editing Campaigns 

There may come a time when you need to edit how a campaign functions. Campaigns can be edited and saved as necessary.

To edit campaigns, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.



  2. Hover over the desired campaign and click  12pencil.png  Edit.

    Click to enlarge.

  3. Make any necessary edits and then click Save Changes.

    Click to enlarge.


Creating Folders 

You can sort and house campaigns in folders. 

To create campaign folders, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.



  2. Click Create Folder.
  3. Enter a name for the folder and then press Enter on your keyboard or click outside of the text field.

    Click to enlarge.

If you do not have folders available, campaigns will be deposited in the All folder by default.


Editing and Deleting Folders

If you no longer like a folder's name, you can edit it and rename it to something else. If you no longer need a folder, you can delete it. 

To edit folder names or delete a folder, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.



  2. Hover over the desired folder. To:
    • Edit the folder name: Click  12pencil.png  Edit and enter a name for the folder. Press Enter on your keyboard or click outside of the text field.
    • Delete a folder: Click  12close.png  Delete and then click Delete again.

      Click to enlarge.

 

Moving Campaigns into Folders  

You can move campaigns from one folder into another.

To move campaigns into folders, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.



  2. Hover over the desired campaign and click  12more.png  Options.
  3. Hover over Move tofolder.
  4. Select the desired folder in the list that appears.

    Click to enlarge.


Deactivating and Reactivating Campaigns 

Campaigns cannot be deleted. They can, however, be deactivated. Deactivated campaigns will not create or store interactions.

After deactivating, campaigns can be reactivated. When activated, the campaign will resume creating and storing interactions. If your campaign has been inactive for some time, consider reviewing and editing any necessary campaign settings.

To deactivate or reactivate campaigns, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.

  2. To:
    • Deactivate: Select Active from the Activity drop-down menu. Hover over the desired campaign, click  12more.png  Options > Deactivate.

      Click to enlarge.

    • Reactivate: Select Inactive from the Activity drop-down menu. Hover over the desired campaign, click  12more.png  Options > Activate.

      Click to enlarge.

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