Adding a Campaign

After you add customer information, you can add a campaign for the customer. Each customer can have multiple campaigns. For example, a customer might have both a brand awareness campaign and a customer loyalty campaign. You can use the Campaign Manager module to add the campaign, view campaign properties, copy the campaign to create a new campaign, edit the campaign properties, schedule the campaign by advertising item or campaign level goaling, locate a campaign, and delete and restore a campaign.

To add a new campaign

1. In Campaigns, click Campaign Manager.
   
   
2. In the Campaign Manager screen, select the customer for whom you want to create a new campaign, click on the toolbar, and then select New Campaign from the drop-down list.
   
   
3. In the Campaign Manager <Customer> New (campaign) screen, in the Campaign Properties section, do the following:

   Use this	To do this
   Campaign name	Type the name of the new campaign.
   Start date	Select the campaign start date from the drop-down calendar.
   End date	Select the campaign end date from the drop-down calendar. Campaign dates are used as default dates for campaign item dates. However, campaign item dates override campaign dates. A campaign item date may be set to extend past the dates for the campaign.
   Status	Select the campaign status from the drop-down list. The status can be either Active or Inactive.
   Comments	Type any necessary comments about the campaign.

   
   

The campaign properties are created. To schedule the campaign by advertising item or campaign level goaling, see Scheduling a Campaign.

See Also

Workflow for Campaign Management

About Campaigns

Adding Customer Information