Creating campaigns

Follow these instructions to create a marketing campaign in Campaign.

About this task

Each campaign has a business objective, a corporate-defined initiative specific to your marketing plan, and a date range during which the campaign is effective.

Note: If Campaign is integrated with Marketing Operations, you create campaigns from the Operations > Projects menu. See the Marketing Operations documentation for more information.

Procedure

  1. Select Campaign > Campaigns.

    The All campaigns page displays the folders or campaigns in the current partition.

  2. Click Add campaign .
  3. Complete the Campaign summary fields on the New campaign page.
    Choose Help > Help for this page to see explanations of each field.
  4. Do one of the following actions:
    • Click Save and finish to save and close the campaign. Use this approach if you want to do other initial steps before you create and add flowcharts. For example, you can create and associate offers and strategic segments with a campaign before you create and add flowcharts.
    • Click Save and add a flowchart to immediately start creating a flowchart for the campaign.

What to do next

Typically, your next step is to add a flowchart to the campaign.