Prerequisites: Please make sure valid data is entered in following forms before creating a Campaign.

➢Type -> Path: File > Global Settings > CRM Lists > Campaigns > Types        

➢Category -> Path: File > Global Settings > CRM Lists > Campaigns > Category    

➢Status -> Path: File > Global Settings > CRM Lists > Campaigns > Status        

 

Navigation:       View > Campaign Manager or Left Side menu > Marketing > Campaign Manager icon  

The Campaign Manager form opens:

Campaign Manager

•Select the button located in the bottom left.

Add new Campaign

•This will blank out most fields, and remove some tabs as well. Note that while adding a new campaign, only 2 tabs will display.

•Enter the following fields accordingly:

•Campaign ID – This should ideally be something short and easily identifiable.

•Campaign Name

•Starting Date

•End Date – This will automatically populate a number in duration. You can also enter a number in the Duration field, which will populate the End Date.

•Type – i.e. Product promotion, cross sale, etc.

•Category – i.e. Corporate, Lab, etc.

•Status – i.e. In Progress, Complete, New, etc.

•Manager

•Restrict to Members Only

•Click to create the new Campaign.

•Please see the Constant Contact and Stats topics for information about these sections.

•Navigate to your requested category:

•2. Members

•3. Campaign Literature

•4. Responses

•5. Products

•6.Correspondence

•7. Log

 
See Also:

Campaign Manager