Select Campaign Targets
Explanation
This activity is used to add targets to a marketing campaign.
Prerequisites
- A marketing campaign header with a start and end date must have been entered and saved.
- Customer contacts or Lead contacts must have been entered and saved.
- To add targets from a quick report selection, a quick report for
customer or lead contacts must have been created. Row Type of the quick
report must be CUSTOMER_INFO_CONTACT or BUSINESS_LEAD_CONTACT.
System Effects
- As a result of this entry, customer or lead contacts are added to the campaign.
Window
Marketing Campaign/Targets
Personal
Quick Reports
Related Window Descriptions
Marketing Campaign/Targets
Procedure
To add one campaign target:
- In the marketing campaign header,
populate or query for the marketing campaign.
- Click the Targets tab,
and then click New.
- Select Contact Type. If Contact Type is Customer, enter a customer ID and a person ID. The
customer name, customer address and person name are automatically retrieved.
If Contact Type is Business Lead, enter a Lead ID
and a Lead Contact ID. The lead name and contact name are automatically
retrieved.
- Save your changes.
To add campaign targets from the
Marketing Campaign
window header:
- In the marketing campaign header,
populate or query for the marketing campaign.
- Right-click and then click Add Targets.
- In the Add Targets dialog, select one or several customer contacts you want to add to the campaign.
- Confirm by clicking OK.
To add campaign targets from the Customer
Contacts or Lead
Contacts overviews:
- In the Customer
Contacts or Lead
Contacts overviews,
populate or query for the contacts.
- Select one or several contacts you want to add to the campaign.
- Right-click and then click Add to Campaign. The
Select Campaign dialog box is displayed.
- Select a campaign. Confirm by clicking OK.
To add campaign targets from a selection:
- In the Query Builder window, populate or query for a quick
report for customer or lead contacts.
- Right-click and then click View Report.
- Select the line or lines you want to add to the campaign.
- Right-click and then click Add to Campaign. The
Select Campaign dialog box is displayed.
- Select a campaign. Confirm by clicking OK.