Edit a Marketing Campaign

If your security access rights permit, you can change information for marketing campaigns.

To edit a marketing campaign:

1. In the Navigation pane, go to the Hubs section and select Marketing Campaigns.
2. Use the search field above the marketing campaign name to search for and select the marketing campaign that you want to edit.
3. Complete either of the following to edit a field on the Marketing Campaigns form:
   • Hover over a field, and click beside the field to open the field in edit mode.
   • Click Actions > Edit.

     This opens all fields on the Marketing Campaigns form in edit mode.

     Note that when you edit the campaign Name, the header information updates upon saving the record.

4. Use the remaining tabs to add or edit marketing campaign information.

   Tab	Purpose
   Overview	Review and edit key data, such as the campaign description, associated promotional project, campaign manager, and marketing manager.
   Responses	View a snapshot of the responses to your marketing effort. You can also qualify contacts once you have a true relationship with them.
   Activities	Create and maintain lists of activities for the marketing campaign.
   Opportunities and Projects	Track any opportunities and/or projects that you learned about as a result of the campaign.

   Your system administrator may add custom tabs to supplement these.

5. Click Save.