Creating a campaign part
- Open a campaign where the campaign part is created.
- Click Campaign Parts.
- Click New.
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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.
- Activity Responsible
- Select the owner of the generated activity.
- Campaign Part: Select this option if the owner of the generated activity is the user who started the campaign.
- Business Area Responsible: Select this option if the activity owner is the business area responsible defined in the business area record.
- Account Owner: Select this option if the activity owner is the account owner.
- 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.
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When you select Business Area Responsible as the
Activity Responsible, specify this information:
- Business Area
- Specify the business area for the campaign part. The business areas are set in M3 Mobility Core Toolbox.
- Responsible Selection
- Set this criteria for the selected business area to determine the owner of the generated activity.
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When you select Activity as the Campaign Party Type,
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.
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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.