Creating a campaign part
- Open a campaign where the campaign part is created.
- Click Campaign Parts.
- Click New.
-
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 M3 Mobility Core. The value
selected determines the owner of the activity generated.
- Activity: Owner of activity is the 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 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.
-
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 M3 Mobility Core Toolbox.
- Set generated activities as done
- Select this field to set the activity generated to done.
-
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.