Campaign Type Definition

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Relationship Management $Images\bluerarw.gif$ Campaign Type Definition

Purpose

Set up and maintain campaign types.

Overview

Use Campaign Type Definition to create, edit, and delete campaign types, which are templates of a set of tasks performed in a campaign.

Example Every spring you run a campaign that includes three tasks. You can create a campaign type that includes the three tasks, and then use that campaign type as a template for each spring campaign.

For information on managing campaigns, see Campaign Management.

Creating a Campaign Type

To create a campaign type:

Click the New button in the ribbon.
Enter a name for the campaign type in the Campaign Type field.
Enter a task in the campaign in the Follow Up Task Name field.
In the Follow Up Days field, enter the number of days after the campaign starts that is used to calculate the due date for the task entered in step 3 .
Click the Add button to add the task you entered in steps 3 and 4 to the campaign type.
Repeat steps 3-5 for all tasks in the campaign type.
Click the OK ribbon button. The campaign type is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Campaign Type Definition window.
New	Click this button to create a new campaign type. This button is only available if the Main tab is displayed.
Update	Click this button to update the selected campaign type. This button is only available if the Main tab is displayed.
Delete	Click this button to delete the selected campaign type. This button is only available if the Main tab is displayed.
Show Data	Click this button to display campaign types on the Inquiry tab. This button is only available if the Inquiry tab is displayed.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first campaign type. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous campaign type. This button is only available if the Main tab is displayed.
Next	Click this button to display the next campaign type. This button is only available if the Main tab is displayed.
Last	Click this button to display the last campaign type. This button is only available if the Main tab is displayed.
New CRM Task	Click this button to display CRM Task Definition, which allows you to create a new CRM task.

Fields and Buttons

Field or Button	Description
Campaign Type	Enter the name of the campaign type, or click the Lookup button to select an existing campaign type.

Main Tab Fields and Buttons

Field or Button	Description
Follow Up Task Name	Enter a CRM task to include in the campaign type, or click the Lookup button to select a CRM task. For information on creating CRM tasks, see CRM Task Definition.
Follow Up Days	Enter the number of days after the campaign starts used to calculate the due date for the task. Example If a task is due 10 days after a campaign starts, enter 10.
Add	Click this button to add the selected task to the campaign type.
Remove	Click this button to remove the task selected in the Tasks grid from the campaign type.
Tasks	This grid displays tasks in the campaign type.

Inquiry Tab Fields and Buttons

Note This tab is disabled if you are creating, editing, or deleting a campaign type.

Field or Button	Description
Campaign Types	This grid displays campaign type information after you click the Show Data button in the ribbon. Double-click a campaign type to select it and display information for it on the Main tab.