Manage Campaigns

In this article, we'll walk you through managing a Campaign.

The Active Campaigns page is specifically designed to streamline the progress of campaigns and keep your team well-informed. It serves as a user-friendly platform for creating new and updating the statuses of existing ones. Closing and tagging campaigns is a straightforward process, allowing you to extract valuable insights from your work to apply to future campaigns.

Managing Campaign from the Active Campaigns page

You can drag and drop new and pending campaigns throughout the Kanban to update their status and easily keep your team aligned. 

To close a campaign, you can drag and drop it into any three of the archive categories at the bottom of the screen (Lost, Cancelled, or Won). You'll also be prompted to tag the lost campaigns with a reason to keep track. 

The numbers below each archive category keep a count of the associated campaigns and you can review them by clicking on the numbers.

Now that you have created a Campaign in Oomple and understand the Active Campaigns page, you can perform several additional activities from the Campaigns Detail page.