Customer Forum

Marketing Campaign Member Status

Keeran Posted: 2017-03-06 16:40

Is it possible to pre-set the available member status options to come up the same for each Marketing Campaign. For instance; the current member status options are:

Interested
Not Interested
Unknown

To change them, I have been adding/updating them for each campaign. Can I adjust them so the default options are something like:

Booked
Cancelled
Postponed
Completed

So I don't have to manually change the Member status for every single campaign I create. I want these options to come up as standard when creating a new one I add.

Many thanks.

Ross (Workbooks Online) Posted: Fri, 10.03.2017 - 12:31

Hi Keeran,

Great Question!

This is not currently possible within Workbooks but there has been an enhancement raised with the Development team to make this possible one day. As it is possible to Copy a Marketing Campaign I would suggest following the steps to work around this until the enhancement is included in a Workbooks release;

1. Create a Marketing Campaign that contains no Members and has the Campaign Statuses you wish to have available on all of your new Campaigns.

2. Name this Campaign something like 'Template Campaign Record'.

3. Create a Shortcut to this Record on your Workbooks Desktop.

Now when creating a new Campaign instead of following the path Start > New > Marketing Campaign, open the Template Record and use the Copy Document button on the top of the Record to create a new Campaign with the desired membership statuses. You will then be able to rename this new Record appropriately and use it as you would any other.