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Procedure documentationCreating a Campaign Using the Campaign Generation Wizard Locate this document in the navigation structure


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   Business Partners   Campaign Generation Wizard   and follow the steps of the wizard. In each step, choose Next to continue or Back to return to the previous step.

  1. 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.

  2. Step 2: Campaign Details

    Specify detailed information for the campaign.

  3. Step 3: Business Partners

    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.

  4. 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.

  5. Step 5: Summary Report

    The report displays summarized information of the campaign you generated, as well as errors and warning messages.