---
title: "View, Add, Edit, and Delete a Campaign"
slug: "view-add-edit-and-delete-a-campaign"
updated: 2024-03-16T07:36:24Z
published: 2024-03-16T07:36:24Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View, Add, Edit, and Delete a Campaign

Abstract

Product: **Lead Manager**

## View, Add, Edit, and Delete a Campaign

- Active Campaign details can be viewed from the home page by selecting the campaign name in the **All Active Campaigns**, or **My Active Campaigns** tab.
- Updated Build **20.01.13**, On Hold and Closed campaigns can be viewed from Search Results.
- There are two methods to delete a Campaign in Lead Manager: from the homepage, and from within the Campaign Profile.
- **Build 19.03.11**. If a Campaign has a mailing history associated with it, it cannot be deleted. A notification appears stating **The following campaigns could not be deleted because they have mailing history attached**.
- **Build 19.11.11**. Attachments can be added to campaign profiles when creating the campaign to add campaign related files. The maximum file size is 10MB.
- Build **20.02.10**. Select **Table Display**to update the campaign grid details with 10 custom fields.
- **Build 20.07.28**. Filters can be added to the home page campaign grids by selecting**Filter>>**. Filters are displayed when users select the filter link. The filters can be saved and edited as needed. If more than 10 filters are added, the filters are displayed in sections.

## Relevant eLearning

[Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/09_ManageCampaigns.mp4)

## Process

### Add a Campaign

1. To add a campaign, select **My Active Campaigns**,**All Active Campaigns**, or select **menu**.
2. To create campaigns, select Add new → Campaign.

![Selecting menu, Add new, Campaign](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/c30bce78-80f7-4f82-8e45-78563a2f90c1.jpg) ![Selecting My Campaigns, Add new, Campaign](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/7f32464c-dc19-40a6-b112-564c81965f88.jpg)
3. The **Add Campaign** page opens:

![The Add Campaign window](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/efcf884c-8ec5-425e-a74a-b32d6edbf6d6.jpg)
  - Fields that are marked with an asterisk (*) are required.
  - Complete the form with the Campaign details.
4. Select **Save & View** to save your changes, or **Cancel**to remove the changes.

### Edit A Campaign

1. Find, and Open, a Campaign.
2. Select the **pencil**to open edit mode.

![The Campaign Profile](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/5305ca4c-2736-41fb-90dc-c1a402714af4.jpg)
3. Update the required section.
4. Select **Save & View** to save your changes, or **Cancel**to remove the changes.

### Delete a Campaign from the homepage

Deleted Campaigns remain in the database for approximately 20 minutes after they are deleted. Campaigns might be present in search results until the database refreshes.

1. Select **My Active Campaigns**, or**All Active Campaigns**.
2. Check the Campaign to delete.
3. Select **Take action**.
4. Select **Delete**.
5. Select **OK**.

![Selecting Take action, Delete](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/73fc67cc-652e-4a3b-b707-c1ecfdeb3460.jpg)

### Delete A Campaign from the Campaign Profile

Deleted Campaigns remain in the database for approximately 20 minutes after they are deleted. Campaigns might be present in search results until the database refreshes.

1. Find and open the campaign to be deleted.
2. Select the **Down arrow.**
3. Select **Delete**.
4. Select **OK**.

![Selecting Take action, delete from the Campaign Profile](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/63c43a09-6ea2-4516-bf12-255e302d2942.jpg)