Campaign templates, This quarter, the Overview and Delete
Edit every campaign template. See how your campaigns do this quarter. Each campaign opens on an Overview, and you can delete its open work.
Templates are yours
Every campaign template is now your workspace's own. Open Campaigns → Templates to edit, copy, label or delete one. You can also make your own.
The editor has five tabs: Overview, Activities, People, Timing and Goals.
Any template can turn on these options:
- Uses a listing: New campaign asks for the listing.
- Visitor sign-in: visitors sign in on a phone and join the people list.
- Counts as an open house in Goals: a finished round counts as an open house of the host.
- Suggest this for open houses on our listings: MLS open houses suggest a campaign from this template.
Every workspace starts with these templates:
- Product or service launch, Event campaign and Content campaign;
- in a real estate workspace, also Open house, Client event, Pop-by and Listing launch.
This quarter
This quarter at the top of Campaigns shows:
- Coming up: the next rounds in the next 30 days.
- Goals: each goal over this quarter's rounds, for example Pop-bys delivered: 31 of 42.
- Results: new contacts, appointments, deals started and referrals, by campaign.
A row shows only when a campaign needs attention, for example when it waits for approval.
The Overview
A campaign now opens on its Overview. It shows the campaign's goal, what needs doing, the progress of its work and its dates. A campaign with a listing also shows its Designs.
Delete a campaign
Select the ⋯ button on the campaign, then Delete campaign. Only the campaign's owner or a workspace admin sees it. The window counts what goes and what stays:
- Goes: the schedule, rounds that are not done, open tasks and email drafts that were not sent.
- Stays: done tasks and rounds, sent emails, designs, contacts and the numbers in Goals.
The person a campaign task is assigned to, and the campaign's owner, can now delete that task. Select Undo within a few seconds to bring it back.
Claude, ChatGPT and Muse can edit templates, read This quarter and delete a campaign. They first show what goes and what stays, then ask you to confirm. See Campaigns, open houses and events and Delete a task.