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
- Use the Populate or Query function to display the appropriate marketing
campaign in the Marketing Campaign or Marketing Campaigns
window.
- Right-click on the header of the campaign and then click
Copy Campaign.
- 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.
- In the To Campaign area, enter values in the Campaign ID and Description
fields.
- 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.
- Optionally change the start date and enter other dates.
- Select the information you want to copy to the new campaign.
- Confirm by clicking OK.