Campaigns

Applies to:  Home Center

The Campaigns view lists active and suspended campaigns.

In the Home Center, from the sidebar menu select Views > Campaigns.

Key Fields

Title

Click to see details about the campaign. More...

Date Started

The campaign's Start Date from the Campaign data entry form. The date always shows the date entered on the form and is not the first time the campaign is run. (Although, the date can be the same if the campaign is processed on the Start Date.

Objective

Describes the purpose of the campaign. The objective was entered at the time the campaign was created.

Status

Shows whether the campaign is active or suspended.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

You can create a campaign by entering all information and selecting the campaign criteria from scratch or you can copy an existing campaign.

Do the following to create a campaign from scratch:

  1. While in the Campaign view in the Home Center, click New Campaign.
  2. Enter basic information and flow control for the campaign.
  3. Choose the actions for the campaign.
  4. Select the participants to include in the campaign.
  5. Click Save & Close.

Do the following to create a campaign by copying an existing one:

  1. While in the Campaign view in the Home Center, select the campaign you want to copy.
  2. From the menu click Copy.
  3. Validate or change the campaign actions and options.
  4. Select the participants to include in the campaign.
  5. Click Save & Close.

While in the Campaign view in the Home Center:

  1. Select the campaign you want to manage responses for.
  2. From the toolbar click Manage Responses.
  3. Add the response for the campaign participant.
  4. Update the current and/or next action information.
  5. Click Save and Close.