Difference between revisions of "Create Campaigns"
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| − | This section allows you to create a marketing campaign. Enter the appropriate information into the following fields: | + | This section allows you to create a marketing campaign that can be applied to any person (contact, lead, account, etc) in the system. Enter the appropriate information into the following fields: |
| − | *'''Name''' | + | *'''Name''' - This is the general name of the marketing campaign you are creating. |
| − | *'''From''' | + | *'''From''' - This is the expected date and time the marketing campaign will begin. Select the start date using the [[calendar widget]] and the time from the drop down menus. |
| − | *'''Thru''' | + | *'''Thru''' - This is the expected date and time the marketing campaign will conclude. Select the end date using the [[calendar widget]] and the time from the drop down menus. |
| − | *'''Budgeted Cost''' | + | *'''Budgeted Cost''' - This is the amount of money that has been designated for the marketing campaign. |
| − | *'''Currency''' | + | *'''Currency''' - This is the currency by which the budgeted and estimated costs are calculated. Select the currency from the drop down menu. The default is set during [[Configuring Your Applications#Configuring_the_CRM.2FSFA_Application|CRM/SFA]]. |
| − | *'''Estimated Cost''' | + | *'''Estimated Cost''' - This is the total expected cost of the marketing campaign. |
| − | *'''Description''' | + | *'''Description''' - Enter any further information about the marketing campaign in the information box provided. |
| + | |||
| + | Clicking the [Create Campaign] but will save the campaign and take you to the [[View Campaign Screen]]. | ||
Latest revision as of 04:57, 4 October 2007
This section allows you to create a marketing campaign that can be applied to any person (contact, lead, account, etc) in the system. Enter the appropriate information into the following fields:
- Name - This is the general name of the marketing campaign you are creating.
- From - This is the expected date and time the marketing campaign will begin. Select the start date using the calendar widget and the time from the drop down menus.
- Thru - This is the expected date and time the marketing campaign will conclude. Select the end date using the calendar widget and the time from the drop down menus.
- Budgeted Cost - This is the amount of money that has been designated for the marketing campaign.
- Currency - This is the currency by which the budgeted and estimated costs are calculated. Select the currency from the drop down menu. The default is set during CRM/SFA.
- Estimated Cost - This is the total expected cost of the marketing campaign.
- Description - Enter any further information about the marketing campaign in the information box provided.
Clicking the [Create Campaign] but will save the campaign and take you to the View Campaign Screen.
