Create Campaign Activity
Explanation
Use this activity to create campaign activities. To create a campaign activity,
click Add to Action on the
Marketing Campaign/Targets
tab. The Add Targets to
Campaign Action dialog will then be displayed. In the dialog, you can
select to which action you want to connect the targets. In the same dialog
you can also select if the campaign activity should belong to a different
company than the marketing campaign.
Prerequisites
- A marketing campaign header must have been entered and saved.
- An action must have been entered and saved.
- An account or lead contact must have been added as a campaign target
on the Marketing Campaign/Targets
tab.
System Effects
- One business activity will be created for each target. If response categories
have been listed on the action, the same categories will be added to the
campaign activity.
- If Use Target Representative option is selected for the action,
the main representative of the campaign target will be added as main representative
for campaign activities created for the action. If Use Target Representative
option is not selected, the main representative of the action will be used
also for the campaign activities.