Copy Marketing Campaign

Explanation

This activity is used to copy an existing marketing campaign header and the information on the tabs.

Right-click on the campaign header in the Marketing Campaign window or Marketing Campaigns window and click Copy Campaign. In the Copy Campaign dialog box, you can specify the parts of the campaign that should be copied over to the new campaign.

Prerequisites

This activity has no prerequisites.

System Effects

A copy of the campaign is created.

Window

Marketing Campaign
Marketing Campaigns
 

Related Window Descriptions

Marketing Campaign
Marketing Campaigns

Procedure

  1. Use the Populate or Query function to display the appropriate marketing campaign in the Marketing Campaign or Marketing Campaigns window.
  2. Right-click on the header of the campaign and then click Copy Campaign.
  3. If the dialog is opened from the navigator, enter a value in the Campaign ID in the From Campaign area or select one from the List of Values.
  4. In the To Campaign area, enter values in the Campaign ID and Description fields.
  5. If the dialog is opened from the navigator, the Main Representative field is empty and you need to enter a value. If the dialog is opened from the campaign header, the main representative connected to the campaign will be retrieved to this field.
  6. Optionally change the start date and enter other dates.
  7. Select the information you want to copy to the new campaign.
  8. Confirm by clicking OK.