Define Individual Campaign
A campaign can be any activity that involves a number of contacts.
Before you can create a campaign, you must set up campaign status codes. Using these codes will help you manage your campaigns by assigning a status to the campaign. As you work through the stages of a campaign, you are able to see what step a campaign is at and what step comes next.
You can create a campaign card for each campaign that you want to keep track of. You can also view these campaign cards to view general information about your campaigns.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
To | See |
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Set up a campaign and target specific prospects. |
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Provide standard status codes for campaigns. |
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Undo the information about campaign activities that have not been performed. |
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Clean up campaign details for entries that have been canceled. You can delete these entries in the Administration department. See the Data Deletion section of IT Administration. |