Step 3: Create a Campaign Customer
After you have created the target group, you create a campaign customer, which is required to create any campaign item.
In this step, you will create a campaign customer as Northwind Traders (a self customer).
- In Campaigns, click Campaign Manager.
- In the Campaign Manager screen, click on the toolbar, and then select New Customer from the drop-down list.
- In the Campaign Manager - New (customer) screen, in the Customer Properties section, do the following:
Use this To do this Name Type Northwind Traders. Address Leave this field blank. Type Select the Self as the type of relationship you have with the customer from the drop-down list. URL Leave this field blank. Industry Leave this field blank. Comments Leave this field blank. - In the Contact Information section, do the following:
Use this To do this Contact Leave this field blank. Email Leave this field blank. Phone Leave this field blank. Fax Leave this field blank. - To save the customer information and return to the Campaign Manager screen, click on the toolbar.
The customer information is saved.
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