SmartCampaigns - Creating and Deleting Marketing Campaigns

In this topic:

• Creating a Campaign
• Deleting a Campaign

Creating a Campaign

Watch the Training Class: Creating a Campaign

• Do one of the following: From the SmartOffice side menu, select Sales & Marketing > Marketing Campaigns to open the Search Campaigns dialog box. Then click the New button.
• From the Marketing Campaign List, select Menu > New 'Marketing Campaign' record.

• When the campaign Detail content link opens, enter the campaign name, dates and any other pertinent information. For more information about these fields, see Detail Content Link.
• Select Menu > Save.

• To add more information about the campaign, click the other content links and tabs. For more information, see Viewing and Editing Marketing Campaigns.
• Select Menu > Save again to save any additional changes.

Deleting a Campaign

• Search for the campaign.
• When the Marketing Campaign List displays, select the campaign.

• Select Menu > Delete 'Marketing Campaign' record.
• When the confirmation message displays, click the Yes button.