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: : Creating a Marketing Campaign
- Go to Management > Campaign > Campaigns >
.
- Under the Header tab, select the campaign type, the code (if the part's auto-numbering is not enabled) and its start date.
- Name the campaign and enter the campaign manager.
- Select the campaign target.
- Click on the Actions tab >
.
- In the section below, indicate:
- the campaign's action type, the manager's trigram and the action title.
- The event that will be generated (e.g. internal works, exhibitions, etc.), the owner's position and the object under the Event generated section.
- The nature of the generated event and its characteristics (appointment hour, report or task and its target contact, customer, etc). Once the type selected, enter the start and end dates.
- Save by clicking on
on the upper right. The action is displayed in the section above entitled Actions.
- Repeat the operation to add other actions if necessary and save by clicking on
on the upper left.
- Right click on the action(s) and select Implement the actions.
- Validate. Your campaign can be run.
You can view the information in the Sales Dashboard. See Analyzing the Project from the Sales Dashboard.
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