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119) Campaign Setup




Use the new button to setup a new campaign and the edit and delete buttons to edit and delete campaigns. 

Insert the name of the campaign in the campaign field and what you are promoting in the campaign in the promotion field. 

A script is what the sales people will actually say to a target of the campaign.

Use the assign by field to select a field in the contact database.  This field will be used when individual sales reps are pulling up the call list for a campaign.  For instance you can assign by Territory.  So the Sales Rep must pick a territory when defining his or her call list.  You can choose no field to assign the campaign, in which case a sales rep will get a call list of all targets in a campaign.

Insert a start and end date for the campaign.

The status for a Campaign is either Active or Non-active.  To stop a campaign just set the status to Non-Active.

You will notice a selection criteria button in which you can create a query to target a campaign.


Use the multiple select pull down list to select a field you want to query.  The options are limited to fields in which you have set up in the contact database that have a pull down list.  For instance sales person or territory.  Then select the multiple select button to bring up the list of the corresponding records that are connected to that field you wanted to query by.

Use the criteria select pull down list to select a field you want to query.  The options are limited to fields in which are not available in the multiple select pull down list.  Then select the criteria select button to bring up the list of operators to generate a query option.  For instance, an operator is greater than or equal to. Enter the criteria data in the appropriate area.

You will notice all the selection criteria you have created in the lower window.

Make sure to save your changes to update the system or use the undo button if you are unsure of your changes or you do not want to save your changes.

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