View and Edit A Campaign
After a storm, it’s easy for sales, marketing, and canvassing teams to step on each other’s toes — or miss key opportunities altogether.
Campaigns help you eliminate the confusion by organizing your team’s efforts around specific neighborhoods. You can create a campaign, assign areas to yourself or your team, and make sure everyone is working together to create multiple touch points with owners — boosting your chances of closing more deals.
If you have a Canvassing Manager or Canvassing Admin role, you can build and assign campaigns for your team or yourself. Users with the Canvasser role can view the campaigns assigned to them and focus on working those targeted areas.
Below are the steps to edit a campaign. Want to create a campaign? Read this article.
Mobile App
1. Select the Search button in the top-right corner
2. Select Campaign tab
3. Select a Campaign
4. Tap Edit Details
5. Update information and click Save
Desktop App
1. Select Campaign tab
2. Select a Campaign to edit
3. Click Edit Details
4. Update information and click Confirm