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You can add new campaigns from within the Job Bag, or select a Campaign that has already been created.

Production rights can restrict creating Campaign names from the Job Bag.

Here's a visual demonstration for adding a Campaign

Below are steps to show you how to add a Campaign.

Step-by-step guide

  1. Open the Client you want to edit.

    Select Clients on the Ribbon, and then select the client from the list on the Search dialog.
  2. Select the Campaigns tab near the bottom of the screen and click the Add Campaign button.

  3. A blank row is added. Enter the name of the Campaign and the Campaign Number on the relevant columns.

  4. Enter a campaign number in the Campaign Number field.

  5. Select the Campaign Owner (employee) who will be responsible for this camapign. field.  You can select from a list of active users.

    Assigning a Campaign Owner to a specific campaign allows you to report on specific campaigns per Campaign Owner.

  6. Select the Product you want to links this campaign to.
  7. Enter a campaign Budget amount.
  8. If known enter the campaign Start and End date.

  9. To indicate that this is an active Campaign, check the Active field checkbox. 

    To block the Campaign from being used, uncheck the checkbox.  By default, when you add a Campaign the Active checkbox is checked.

  10. Click the Save button on the Toolbar to make the changes permanent.