Defining Marketing Activities

To define a marketing activity:

1. Select (Marketing) > Marketing Activities, click on Start Search and click on (New).

   You can also add a marketing activity to a campaign (in the tree view or on the Marketing Activities tab).

2. The following options are available:
   • Empty Marketing Activity: Creates a new marketing activity.
   • Use Template: Copies the data from an existing marketing activity >> Adding and Editing Templates. You then need to edit the data in the new marketing activity.
   Note: You can only use marketing activities whose Status is "Template" as a template.
3. Enter a name in the Marketing Activity field.

   

4. Save the record.
5. Enter the following data:
   • Responses, >> Responses.
   • Reps, >> Reps.
   • Details on how the activity is executed, >> Defining How the Marketing Activity is Executed.