Campaign Information Boxes

The following table describes the default information boxes.

Box Description/Action
Campaign Name Name of the campaign. Click in the box and type a campaign name.
Description A brief description of the campaign. Click in the box and type a description.
Objective The objectives of the campaign (such as “Increase sales in Midwest region”). Click in the box and type the objective of the campaign.
Call to Action The promotion message used in the campaign (such as "Act now to get 50% off"). Click in the box and type the call to action.
Lead Source Campaign lead sources. Click the FindClosed button and click Associate next to the item to associate.
Status The status of the campaign. Click the drop-down arrow and select from the list.
Code A unique identifier for the campaign (such as PM12345). You can assign any combination of letters and numbers that have not been used.
Start Date The start date for the campaign. Click the CalendarClosed button to select the date.  
End Date The end date for the campaign. Click the CalendarClosed button to select the date.  
Manager Person or team within your organization who will manage the campaign. Click the FindClosed button to find the person or team within your organization to manage the campaign.
Owner Person or team within your organization who has access to the campaign.Click the FindClosed button  to find the user or team within your organization that has access to the account.

Related Topics

Using the Campaign Detail View

Using the Campaign List View

Adding a Campaign

Launching Campaigns

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.