You can add a new campaign to a Job Bag. The system will guide you to set up the relevant campaign budget, campaign owner and campaign start and end dates.
Note that the ability to create a campaign from the Job Bag is configuration dependent. If you do not have access to add a campaign, please contact your Chase Administrator to enquire about user rights and roles within your specific business.
Here's a visual demonstration for adding a campaign from the Job Bag
Below are steps to show you how to add a campaign to the Job bag.
Ensure that your user rights to create campaigns from the Job Bag have been enabled in Chase Config.
- If you don't already have the Job Bag open, select the Job Bag you want to edit.
- Enter the new campaign name in the Campaign field.
In this example, Mean Machines was entered as the campaign name.
- Click on another field to display the Add a new Campaign dialog.
Enter the campaign details in the fields provided, and then click on the Submit button.
The new campaign name will be available on the Campaign field drop down list for selection in all Job Bags for this client.