Creating a campaign part

  1. Open a campaign where the campaign part is created.
  2. Click Campaign Parts.
  3. Click New.
  4. In the Details section, specify this information:
    Name
    Specify the name for the campaign.
    ID
    Specify the ID of the campaign.
    Campaign Type
    Select the type of campaign part. The types of campaign parts are set in the M3 Mobility Core Toolbox. The value selected determines the owner of the activity generated.
    • Activity: Owner of activity is campaign owner.
    • Activity - Responsible Salesman: Owner of the activity is the business area responsible.
    Business area
    Specify the business area for the campaign part. The business areas are set in the M3 Mobility Core Toolbox.
    Begins
    Specify the start date and time of the campaign part.
    End date
    Specify the end date and time of the campaign part.
    Budget
    Specify the budget for the campaign part.
    Total cost
    Specify the total cost for the campaign part.
  5. In the Responsible Selection section, specify this information:
    Activity type
    Select the type of activity for this campaign part. The activity types are set in the M3 Mobility Core Toolbox.
    Set generated activities as done
    Select this field to set the activity generated to done.
  6. Click Save.
    The status of a new campaign part is set as Planned. The status of a campaign part is visible in the Campaign Management dashboard.