Configuring the Subscription task

When you configure the Subscription task, in addition to setting the target task dates, you set the subscription Selection Level, the List of Territories, and the Subscription Level.

Before you begin

Before you complete these instructions, you must create the Subscription task.

About this task

These settings determine which field marketers receive invitations to subscribe to the Corporate Campaign.

Procedure

  1. View the workflow spreadsheet, not in Edit mode.
  2. Double-click the Subscription task.

    The Post Task dialog box opens.

  3. Enter the Target Start and Target End dates as needed.
  4. Select a Selection Level.
  5. Select one or more territories in the List of Territories field.
  6. Select a Subscription Level.
  7. Click Save and Finish.