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 comm method, account contact 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.