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Define Individual Campaign

A campaign can be any activity that involves a number of contacts.

Before you can create a campaign, you must set up campaign status codes. Using these codes will help you manage your campaigns by assigning a status to the campaign. As you work through the stages of a campaign, you are able to see what step a campaign is at and what step comes next.

You can create a campaign card for each campaign that you want to keep track of. You can also view these campaign cards to view general information about your campaigns.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Set up a campaign and target specific prospects.

How to: Create Campaigns

Provide standard status codes for campaigns.

How to: Set Up Campaign Status Codes

Undo the information about campaign activities that have not been performed.

How to: Cancel Campaign Entries

Clean up campaign details for entries that have been canceled. You can delete these entries in the Administration department. See the Data Deletion section of IT Administration.

How to: Delete Campaign Entries