A campaign can be any activity that involves a number of contacts.
Before you can create a campaign, you must set up campaign status codes. Using these codes will help you manage your campaigns by assigning a status to the campaign. As you work through the stages of a campaign, you are able to see what step a campaign is at and what step comes next.
You can create a campaign card for each campaign that you want to keep track of. You can also view these campaign cards to view general information about your campaigns.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Set up a campaign and target specific prospects. | |
Provide standard status codes for campaigns. | |
Undo the information about campaign activities that have not been performed. | |
Clean up campaign details for entries that have been canceled. You can delete these entries in the Administration department. See the Data Deletion section of IT Administration. |