This article outlines a series of steps to do the following:
Create a new Marketing Campaign
- Go to the Ecosystem module and select the Relationship in which you would like to create a Campaign.
- Once the Dashboard page loads, click on the Marketing tab within the selected Relationship on the sub-navigation menu.
- On the Marketing screen click on the Add Campaign tab on the top right corner of the screen and then select Create from the drop-down to define a Campaign.
- Define the Campaign name, Type and Stage.
- Select the Company hosting the event from the Campaign by dropdown menu.
- Select the Campaign Owner(s).
- Once all the details are entered click on Save and Continue.
- On the next screen Describe the Campaign.
a. Date: Event Start and End date
b. MDF: Market Development Funds
c. Targeted Leads
d. Select the Solutions created jointly.
e. Select the Products.
f. Select the Target Personas and the Target Account segments.
- Click on Save.
Once you save, you will see the Industry Event type, The Campaign stage, Basic details of the Campaign, Additional details and Other details of the Campaign.
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