Adding Customer Information

To create a campaign, you must first add information about the customer who owns the campaign. Each customer may have multiple campaigns representing a different marketing program. For example, a customer might have a fall season sale, a new product campaign, and a spring discount sale. Each campaign may have multiple campaign items such as ads, discounts or promotions, and direct mailings.

You can use the Campaign Manager module to add customers, modify customer properties, and delete customers.

To create a new customer

1. In Campaigns, click Campaign Manager.
   
   
2. In the Campaign Manager screen, click on the toolbar, and then select New Customer from the drop-down list.
   
   
3. In the Campaign Manager - New (customer) screen, in the Customer Properties section, do the following:

   Use this	To do this
   Name	Type the name of the customer.
   Address	Type the address for the customer, including street address, city, state, zip code or postal code, and country.
   Type	Select the type of relationship you have with the company from the drop-down list.
   URL	Type the URL associated with the customer.
   Industry code	Select the industry code for the customer. Industry codes are created using the Reference Tables module. For information, see Setting Up Your Reference Tables.
   Comments	Type any necessary comments about the customer.

   
   
4. In the Contact Information section, do the following:

   Use this	To do this
   Contact	Type the contact information for the customer.
   Email	Type the e-mail address for the contact.
   Phone	Type the phone number for the contact.
   Fax	Type the fax number for the contact.

   
   
5. To save the customer information and return to the Campaign Manager screen, click on the toolbar.

The customer information is saved. You can now add a campaign for the customer.

See Also

Workflow for Campaign Management

About Campaigns

Adding a Campaign

Setting Up Your Reference Tables