Add a Marketing Campaign

You can create a new marketing campaign if you have the appropriate security access rights.

To add a new marketing campaign:

1. In the Navigation pane, go to the Hubs section and select Marketing Campaigns.
2. Click + New Marketing Campaign next to the search field to display the Marketing Campaign form.
3. In the Name field, enter a name for the marketing campaign record.
4. Enter a description of the marketing campaign.
5. Enter a number in this field to identify the marketing campaign record. If you select an existing record, DPS populates this field with the selected record's number.
6. Select the start date for the marketing campaign launch and the date the marketing campaign is expected to end.
7. Select the marketing campaign's Status.
   • A campaign with an Active status (green) is currently in use.
   • A campaign with an Inactive status (gray) is currently not in use and does not display in the marketing campaign lookup lists.
8. Select the Stage of the marketing campaign (for example, Pending, Awarded, or Lost).

   You can update the stage as the marketing campaign moves through the cycle. To change the stage, select a new value from the drop-down list.

9. Complete any additional information about the marketing campaign.
10. Click Save.