: : Creating a Marketing Campaign

  1. Go to Management > Campaign > Campaigns > .
  2. Under the Header tab, select the campaign type, the code (if the part's auto-numbering is not enabled) and its start date.
  3. Name the campaign and enter the campaign manager.
  4. Select the campaign target.
  5. Click on the Actions tab > .
  6. In the section below, indicate:
  7. Save by clicking on on the upper right. The action is displayed in the section above entitled Actions.
  8. Repeat the operation to add other actions if necessary and save by clicking on on the upper left.
  9. Right click on the action(s) and select Implement the actions.
  10. Validate. Your campaign can be run.

You can view the information in the Sales Dashboard. See Analyzing the Project from the Sales Dashboard.