Marketing Campaigns Grid
Use this grid to view a list of the Marketing Campaigns for a client.
From this grid, you can select a campaign and view specific Campaign detail. You can also print the Marketing Campaigns grid or view a list of activities in a Marketing campaigns.
How to access this grid
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To access the Marketing Campaigns grid:
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Load a client.
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From the Client Primary Navigation, select Attach > Marketing Campaigns.
The number of campaigns associated with the client is displayed in parentheses beside the option.
A list of all the Marketing Campaigns with which a client is associated appear. From this page, you can a print a Marketing Campaigns grid or view a list of the activities in a Marketing campaign.
Grid headings
The Marketing Campaign grid list has four column headings, Name, Description, Status, and Last Activity. You can change the way information is displayed by clicking one of the column headings to re-sort and re-display the information.
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Heading |
Displays |
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Name |
The name of the Marketing campaign. |
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Description |
A narrative explanation of the Marketing campaign. |
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Status |
The current state of the Marketing campaign:
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Last Activity |
The Activity code for the most recent Marketing activity associated with the campaign. |
Grid Options
From the Marketing Campaigns grid, you can select one of the following options.
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Select |
To |
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View |
View a list of activities in the Marketing Campaign. |
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Add |
Add a campaign to the client. This selection allows you access to the Campaign Activities page. |
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Print a schedule of Marketing Campaigns. |
Paging Options
If a client is linked to multiple Marketing campaigns, there may be several pages listing those campaigns. Use the Paging options to move through the lists of campaigns.
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Choose a page listing Marketing campaigns by clicking the arrow and selecting one. Once you select a page other than Page 1 of 1, the Prev (Previous) option appears. Click:
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