Create Campaign Activity

Explanation

Use this activity to create campaign activities. This can be done by right-clicking on the Marketing Campaign/Targets tab and then clicking Add to Action. The Add Targets to Campaign Action dialog will then be displayed. In the dialog, you can select to which campaign, step and action you want to connect the targets. A campaign activity can also be created in the Business Activity window.

Prerequisites

A customer contact must have been added as a campaign target on the Marketing Campaign/Targets tab.

System Effects

One campaign activity will be created for each target. A campaign activity is a business activity with connection type Marketing Campaign.

If you create the campaign activity in the Business Activity window, the target will be added to the Marketing Campaign/Targets tab.

Window

Marketing Campaign

Related Window Descriptions

Marketing Campaign
Create Campaign Activity

Procedure

To create campaign activities from the marketing campaign:

  1. Open the Marketing Campaign window and search for the required campaign.
  2. Click the Targets tab and select the targets for which you want to create activities.
  3. Right-click and then click Add to Action. The Add Targets to Campaign Action dialog box will be displayed.
  4. Select Campaign ID, Step No and Action No. Select whether activities should be created for all targets or only for the selected rows.
  5. Confirm by clicking OK.

To create a campaign activity in the Business Activity window:

  1. Open the Business Activity window and create a new record.
  2. If required, enter a specific activity number. If an activity number is not enter, it will be generated automatically.
  3. Enter a description.
  4. Select Marketing Campaign as Connection Type.
  5. Enter start date and time.
  6. Enter end date and time.
  7. Select Campaign ID, Step No and Action No.
  8. Select Customer ID and Campaign Target.
  9. Enter activity type, priority and calendar item type.
  10. The representative connected to your user appears automatically as the main representative. Change this value, if required.
  11. Save your changes.