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Creating a Marketing Campaign

Sales promotions are tied to specific Campaigns. A Campaign could be related to seasonal sales, such as Easter or Christmas. Campaigns are the first step to deploying targeted marketing efforts.

To create a new Campaign, click on New Campaign on the Campaign List page.

This opens up the Campaign Edit page.

  1. Enter a Campaign Name, such as "Graduation Special."
  2. Enter any Comments as notes about the Campaign.
  3. Enter a date directly (or click on the Calendar icon to select a date) and time into the Available From field. This will indicate when the Campaign is expected to start.
  4. Enter a date and time in the Expires On field.
  5. Select the Target Segments from the list. Target segments are created under the Customer Segments section
  6. Indicate whether or not the Campaign is Active, "Yes" or "No."
  7. Indicate whether or not to Archive the Campaign, "Yes" or "No. NOTE This feature has not been implemented and switching its status from "No" to "Yes" will not change anything.
  8. Once done, click on OK.

 


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