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:

1. In the marketing campaign header, populate or query for the marketing campaign.
2. Click the Targets tab, and then click New.
3. 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.
4. Save your changes.

To add campaign targets from the Marketing Campaign window header:

1. In the marketing campaign header, populate or query for the marketing campaign.
2. Right-click and then click Add Targets.
3. In the Add Targets dialog, select one or several customer contacts you want to add to the campaign.
4. Confirm by clicking OK.

To add campaign targets from the Customer Contacts or Lead Contacts overviews:

1. In the Customer Contacts or Lead Contacts overviews, populate or query for the contacts.
2. Select one or several contacts you want to add to the campaign.
3. Right-click and then click Add to Campaign. The Select Campaign dialog box is displayed.
4. Select a campaign. Confirm by clicking OK.

To add campaign targets from a selection:

1. In the Query Builder window, populate or query for a quick report for customer or lead contacts.
2. Right-click and then click View Report.
3. Select the line or lines you want to add to the campaign.
4. Right-click and then click Add to Campaign. The Select Campaign dialog box is displayed.
5. Select a campaign. Confirm by clicking OK.