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How to create a new campaign or edit an existing campaign

The following records are an essential part of the client reporting hierarchy within the system: 

  • Master Clients
  • Clients
  • Products
  • Campaigns
  • Jobs
  • Sub Jobs

 

Steps: 

  1. Navigate to JOBS > Jobs
  2. Select a CLIENT CODE.
  3. Click on the Campaigns link. 
  4. Click the NEW CAMPAIGN button. 
  5. Enter the required information.
    Field Description
    Client Required - Enter or select a client from the list
    Product Optional - Enter or select a product from the list
    Campaign Code Enter an alpha or numeric code for the campaign.
    Campaign Name Enter the name of the campaign.
  6. Click on the SAVE button.