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Campaign Fields

Use the Campaign Edit page to add a campaign or update details for an existing campaign. The Campaign Edit page shows the complete set of fields for a campaign.

TIP: You can also edit campaigns on the Campaign List page and the Campaign Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in this table.

The following table provides additional information regarding some fields.

Field

Description

Key Campaign Information

Source Code

Campaign identifier code. Make sure the code you enter is unique.

Campaign Name

Descriptive name of the campaign.

Campaign Type

Type of campaign, such as Advertisement, Direct Mail, Email, Event - Other, Event - Seminar, Event - Trade Show, List - Purchased, List - Rented, Other, Referral - Employee, Referral - External, or Web Site.

Objective

Description of the campaign's objective, such as "To increase sales by 10%."

Audience

Target audience of the campaign.

Offer

Description of the product or service the campaign is offering.

Status

Campaign status, such as:

  • Active. Start date is in the past and end date is in the future
  • Completed. Start and end dates are in the past.
  • Planned. Start and end dates are in the future.

You must set the status. The system does not automatically update it when the campaign is launched, unless your company uses Email Marketing On Demand.

Start Date

Date and time the campaign starts. Defaults to the current date and time. You can use the calendar controls to change this date.

End Date

Date and time the campaign is scheduled to be completed. Defaults to the current date and time. You can use the calendar controls to change this date.

Campaign Plan Information

Revenue Target

Revenue expected to be generated by the campaign.

Leads Targeted (#)

Number of prospects the campaign targets.

Budgeted Cost

Amount your company budgets for this campaign.

Actual Cost

Amount your company is spending on this campaign.

Additional Information

Owner

Alias of the record owner. Defaults to the campaign's creator. Generally, owners can update the record, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user's access.

This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).

Modified By

Name of the person who created or last updated the campaign record, followed by the date and time of the update. System-generated.

Description

Description of the campaign. Limit of 2,000 characters.


Published May 2008