Use the Campaign Generation Wizard to create promotional campaigns targeted at your prospects. This wizard guides you step-by-step through the definition of parameters required to generate campaigns.
From the SAP Business One Main Menu, choose
and follow the steps of the wizard. In each step, choose Next to continue or Back to return to the previous step.Step 1: Campaign Generation Options
To create a new campaign according to a new parameter set, select Create New Campaign.
To create a new campaign based on the parameter set of an existing campaign, select Create Campaign Based on Existing Campaign.
Specify detailed information for the campaign.
The table displays all business partners of the Target Group you specified in step 2. You can add or delete business partners, or change business partner information, if necessary.
Step 4: Save & Execute Options
Do one of the following:
To save the campaign without executing it, select Save Campaign and Exit.
To save the campaign and execute it, select Save Campaign and Execute and then select an execution method.
The report displays summarized information of the campaign you generated, as well as errors and warning messages.