Marketing Activity Buttons

Learn to create target groups and marketing activities.

The CreateTargetGroup and CreateMarketingActivity buttons configured in the AK and AD Expand headers in UPDATE_DEFAULT allow to manually start the creation of target groups and marketing activities.

These buttons are active if the following conditions are met:

  • The Web Configuration parameter UpdateServer.RepID is defined. For further details, see UpdateServer.RepID.
  • An Execution (Marketing Activity) record (AD) exists for this marketing activity.

For details on the business logic, see Creating a Target Group and Executing a Marketing Activity in the Web Business Logic User Guide (https://help.aurea.com/crm/crm-web-bl-btb/crm-web-bl-otc/dita/topics/c_web_bl_btb-1_1-Aurea-CRM-web_crm.html).

Note: To provide timely feedback on the generated records, set the polling interval for messages to a few minutes. For further details, see Jobs.PollingInterval.