Adding a new Campaign

  1. Select Master Explorer > Marketing > Campaigns. The Campaign list page is displayed.
  2. Select Campaign option from the Add menu. The Add New Campaign window is displayed.
  3. Specify this information:
    Name
    The name of the campaign.
    Description
    A brief description of the campaign.
    Type
    The type of campaign. Possible values:
    • Email
    • Phone Call
    • Mail
    • Fax
    • Media
    • Multiple
    Status
    The status of the campaign.
    Start Date
    The date on which the campaign starts.
    End Date
    The date on which the campaign ends.
    Promotion Type
    The type of promotion considered for the account. Possible values:
    • In/Out
    • Standard
    • Talon
    Owner
    The person or team in the organization that manages the access to the campaign.
    Manager
    The person or team in the organisation that manages the campaign.
    Region
    The region in which the campaign takes place.
    Distribution Chain
    The list of distribution chain for the account.
    Advertising Circle
    The list of advertising circle for the account.
    Sell in Start Date
    The sell in start date of the promotion.
    Note: This field is enabled only when Promotion option is selected as the campaigns type.
    Sell in End Date
    The sell in End date of the promotion.
    Note: This field is enabled only when Promotion option is selected as the campaigns type.
    Shipping Start Date
    The shipping start date of the promotion.
    Note: This field is enabled only when Promotion option is selected as the campaigns type.
    Shipping End Date
    The shipping end date of the promotion.
    Note: This field is enabled only when Promotion option is selected as the campaigns type.
    Modular Listing Type
    The type of modular listing. Possible values:
    • Customer
    • Competitor
    • Sales Execution
    • Internal
    • Promotion
    • Modular Listing
    Note: This field is enabled only when Modular Listing option is selected as the campaigns type.
    Target Process
    The target process of the modular listing. Possible values:
    • Order
    • Basic Shelf Survey
    Note: This field is enabled only when Modular Listing option is selected as the campaigns type.
  4. Click Submit.
    Note: On the Campaign details page use the related items to add products, stages, steps and targets. A Campaign usually contains one or more Stages.
Related topics