Enter Marketing Campaign Header
Explanation
This activity is used to enter a marketing campaign header. The marketing
campaign is built in three levels: a header, one or several steps and one or
several actions for each step. The campaign ID is automatically defined when
saving the header. However, you can manually enter the campaign ID before saving the
header.
Prerequisites
- The user should be connected to a representative in the
CRM Basic Data window.
System Effects
This activity has the following system effects:
- A marketing campaign header is created. When the marketing campaign
header is saved, the campaign ID appears automatically (if not entered
manually). The marketing campaign header receives the Not Started
status.
- When you enter a marketing campaign header, the representative connected
to the current user is retrieved to the Main Representative field and
the Representatives tab.
Window
Marketing Campaign
Related Window Descriptions
Marketing Campaign
Procedure
- Open the Marketing
Campaign window
and create a new record.
- Enter a description.
- Select a campaign type.
- Enter start date.
- Optionally, enter values in the Campaign ID, End Date and
Total Cost fields.
- Optionally enter a note.
- The representative connected to your user appears automatically as the
main representative.
- Save your changes.