Use this window to specify detailed information about the campaign.
Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Select from the dropdown list the type of the campaign. You can view the type information of a campaign in the Campaign window. Options include: E-Mail, Mail, Fax, Phone Call, Meeting, SMS, Web, and Other. Note When you select an execution method in step 4 that is different from the campaign type you specify in this step, the wizard execute campaign as you instruct in step 4. And the Campaign Type information you specified in step 2 is not affected. To view the campaign information, choose . For example, you create a campaign with the type ofWeb. In step 4, the application default your choice as Generate URL. However, you choose to Generate External List at last. An external list is generated, and the campaign data is saved with the campaign type of Web.End of the note. |
Opens the List of Employees window. Select one employee from the list to take charge of this campaign. |
Opens the List of Target Groups window. Select one group as the targeting prospects for the campaign. |
Opens the Items window. Specify relevant items for the campaign. To maintain the item master data, choose . |
Opens the Partners window. Select relevant partners for the campaign. To maintain the partners data, choose . |
Opens the file manager. Select a template file to import to the campaign. The following list explains the supported template file format for each of type of campaign execution method:
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Select to automatically generate an activity for each of the targeting prospect after the campaign is generated. To view the activities created, choose . The campaign is automatically linked to the activity. In the Linked Document tab, to view the campaign number this activity derives from, from the Document Type dropdown list, choose Campaign. The Document No. field displays the linked campaign for this activity. |