The following article describes how to edit and archive a campaign, how to delete and export prospects on a campaign, and how to record results on a campaign.
Edit a campaign
- Find and open the campaign you want to edit.
- From the toolbar, press Edit.
- Amend the campaign details as required.
- Press Save or Save and close.
Archive a campaign
- Find and open the campaign you want to archive.
- From the toolbar, press Archive.
- Press Archive campaign.
Delete prospects from a campaign
- Find and open the campaign you want to delete prospects from.
- Select the Prospects tab.
- Select the prospects you want to remove by placing a tick in the box next to their name.
- Press Actions.
- Select Remove Prospects.
- Press Remove.
Export prospect list to Excel
- Finish adding prospects to your campaign.
- In the export drop-down, select either Export what I see (CSV) or Export marketing information.
- Your file will be downloaded and will be available for you to view in Excel.
Export information to Campaign Monitor
Campaign Monitor is a separate application that Arlo integrates with to allow you to send campaigns to your contacts. See Set up Campaign Monitor integration.
- Finish adding prospects to your campaign.
- From the toolbar, press Campaign Monitor.
- Press Create List in Campaign Monitor from prospects.
- Follow the steps in Campaign Monitor to create and send your campaign.
Record the results of a campaign
- Find and open the campaign you would like to add result information to.
- From the toolbar, press Edit.
- In the Status section, click Record results.
In the Results section, you can record the following information:
- In Sales, record the number of sales that resulted from the campaign.
- In Value (one off), if the sales resulted in one-off revenue, record the value here.
- In Value (annual billed), if the sales resulted in reoccurring revenue, record the value here.
- In Comments, note any other comments you would find useful for future reference.
- Press Save and close.
- The results are displayed in the campaign information section.