Editing an Activity

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You can edit an activity in a campaign to update any of the following parameters in an activity:

  • Name
  • Description
  • Start and End Dates
  • Channels
  • Activity Leads
  • Tags
  • Priority
  • Connect to an Integration
  • Add Metrics and Results
  • Add Links
  • Upload Files

Steps:

  1. Navigate to the activity within a campaign that you want to edit. You can edit an activity if you are an owner, collaborator or a participant in a campaign.
  2. Click the Edit button.editactivitydetails.gif
  3. Edit Activity Details screen opens.

    editactivitydetails2.gif
  4. Make your updates.
  5. Click Save.
  6. You can also Add tasks to activities; clone an activity, edit an activity, archive an activity and view history on an activity. 

    activity_details.gif
  7. You can also add in context comments to an activity.
  8. To connect to an Integration, you should have created an integration in the Integrations section mapping results data from your Source System to the activity. Then, on the Edit Activity Details, click Connect Integration. (See Connecting to an Integration)
  9. To add metrics like Annual Recurring Revenue; Active Contacts; etc. click Add Result and select the metrics that you want to add.
  10. Click Save.
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