Follow these instructions to create a campaign. Each marketing
campaign has a business objective, a corporate-defined initiative
specific to your marketing plan, and a date range during which the
campaign is effective.
About this task
Note: If Campaign is
integrated with Marketing Operations,
you create campaigns from the Operations > Projects menu.
See the Marketing Operations documentation
for more information.
Procedure
- Select Campaign > Campaigns.
The All Campaigns page displays
the folders or campaigns in the current partition.
- Click the Add a Campaign icon .
- Complete the Campaign Summary fields
on the New Campaign page.
Choose Help
> Help for this page to see explanations of each field.
- Do one of the following actions.
- Click Save and Finish to save the campaign
without adding a flowchart yet. Use this approach if you want to do
other initial steps before you create flowcharts. For example, you
can create and associate offers and strategic segments with a campaign
before you create flowcharts.
- Click Save and Add a Flowchart to immediately
start creating a flowchart for the campaign.