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Marketing - Campaign
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Create or Edit a Campaign 

Promote your business, expand your reach to new customers, and improve sales by using campaigns in Engage Marketing. Use campaigns to store all your marketing information and activities, and to measure the success of your efforts. Campaigns contain planning tasks and campaign activities you need to manage for the marketing campaigns.

Add strategic campaign information to your campaign, such as:

  • Budgets and expenses

  • Target products

  • Marketing collateral, including sales literature

  • Target marketing lists

    Campaigns can include planning activities that you want to perform before you launch the campaign, and also the campaign activities you want to manage as part of the campaign. More information: Add an activity to a campaign using in-app marketing

  1. In the site map, select Marketing Lists.

  2. Open a marketing list record, and then in the Campaigns area, select New Campaign

    - OR -

    To edit a campaign, open a campaign from the list.  

  3. Add or change information in the text boxes.

    1. In the Campaign section, enter the campaign details such as, name, type, and the expected response rate.

    2. In the Schedules section, enter the proposed and actual start and end dates of the campaign. 

    3. To track conversations in the planning phase of the campaign, in the Activities area, add activities.

    4. Enter details about the cost of the campaign and campaign activities, and the budget and revenue of the campaign in the Financials section of the Details tab. 

  4. When you're ready to save your data, select Save.

  5. To add a marketing list to the campaign, in the Marketing Lists area, select Add Existing Marketing List. Then, in the Look Up Records dialog box, find and select a marketing list.

  6. To create planning and campaign activities for your campaign, for example, identifying advertising channels or preparing campaign communications to send to the members on the marketing lists, see Add an activity to a campaign using in-app marketing.

  7. To add Event Sponsorship to your campaign, see Marketing Sponsorships.

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