This dataset is used to record campaign details and search for contacts to send out newsletters or any other type of campaign.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Date of Initiation | Select/Enter the relevant date |
Currency | Select the relevant currency |
Estimated Budget | Enter an estimated budget for the campaign (if applicable) |
Campaign Type | Select the relevant campaign type, or add new if required |
Campaign Status | Defaults to Open. User changeable |
Industry Sector | Select the relevant industry sector |
Business Type | Select the relevant business type |
Campaign (Hdr) | |
Responsible User | Defaults to the user creating the campaign. User changeable |
Diary Ref | Enter a diary ref (if applicable) |
Chase Date | Select/Enter the relevant date |
Description | Text field to record description of the campaign |
Campaign Folder | This field will automatically populate when the record is saved |
Date Dispatched | Select/Enter the relevant date |
Office | Select the relevant office |
Select Yes to continue or No to cancel the operation.
Note: Each record within the Campaign Prospects tab can be opened and modified as required.
Select Yes to continue or No to cancel the operation.
Select Yes to open Outlook to send the email, or No to use the system.
If sending from an Outlook account, the email will automatically open and will have your contacts listed in the BCC section as shown:
Note: If you are using the system to email the campaign, a correspondence record will automatically be added.
Note: All Requisitions created with the Campaign reference entered will save against the Campaign record under the Requisitions tab.
Please refer to the following user guides for additional support on Requisitions and Purchase Orders:
How to Raise a Requisition
How to Raise a RFQ
How to Review a Requisition and Request Approval
How to Approve a Requisition
How to Raise and Send a PO
How to Raise a GRN
Purchase Orders created with a Campaign entered will save under the Purchase Order tab within the Campaign tab as shown:
Note: Users can also Copy a Campaign using the Function>Copy Campaign if using the same Contacts.