How to Create a Campaign

You use Marketing Manager to create and manage your campaigns.

This topic describes how to create a campaign.

To start the Create New Campaign Wizard

1. Click Start, point to Microsoft Commerce Server 2009 , and then click Marketing Manager.

2. In Marketing Manager, in the Views pane, click Campaigns.

3. In the Tree View pane, select the customer for which you want to create the campaign.

   Note

   If you cannot see the Tree View pane, click Tree View on the toolbar.

4. In the Tasks pane, click Create New Campaign.

5. On the Welcome to the New Campaign Wizard page, click Next.

To name and schedule the campaign

1. On the Campaign Properties page, do the following:

   Use this	To do this
   Campaign Name	Type the name of the new campaign.
   Customer	Select the advertiser who owns the campaign from the drop-down list.
   Status	Select the campaign status from the drop-down list. The status can be either Active or Inactive. Advertisements and discounts for this campaign will not display on the Web site if the status is inactive. Note: To modify a campaign if the status is set to Active, in Authorization Manager, the system administrator must assign either the Marketing Administrator or Marketing Approver role to you.
   Start Date	Select the campaign start date and time from the drop-down calendar.
   End Date	Select the campaign end date and time from the drop-down calendar.
   Comments	Type any required comments.

2. Click Next.

To goal the campaign

1. On the Campaign Goaling page, do the following:

   Use this	To do this
   Set Goals By	Select the goaling level from the drop-down list. You can goal the campaign at the campaign-level or the advertising item-level. If you select Campaign Level, you can modify the amount you want to order in the Quantity Ordered box. If you select Advertising Item Level, you cannot specify the number of advertisements you order. This box is not required for discounts and direct mail campaign items. Note: You can change the type of goaling from campaign-level goaling to advertising item-level goaling, and from advertising item-level goaling to campaign-level goaling.
   Quantity Ordered	Type the number of requests ordered for this campaign. You can only type the number of requests you want to order if you select Campaign Level in the Set Goals By box.
   Scheduled By	Select Request or Click from the drop-down list. Request indicates that the goals of the campaign will be met when the ad is displayed on the specified page group(s). Click indicates that the goals of the campaign will be met when the user clicks on the ad.

2. Click Next.

To confirm the campaign properties and complete the Create New Campaign Wizard

1. On the Campaign Summary page, review the campaign properties. To change the campaign property values, click Back. To create the new campaign, click Create.

2. On the Completing the New Campaign Wizard page, click Finish.

See Also

Other Resources

What is a Campaign?

How to Create a Campaign

How to Edit a Campaign

How to Change the Status of a Campaign

How to Restore a Deleted Campaign Item

Managing Tasks Common to All Business Management Applications

Managing Campaigns