Marketing Campaign Summary Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

This report can contain two types of sections:

• Default sections: You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections: If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Marketing Campaign List. Refer to the help topics for the Marketing Campaign List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

Field	Description
Marketing Campaign Name	This column displays the name of the marketing campaign.
Number	This column displays the numeric identifier for the marketing campaign.
Stage	This column displays the stage of the marketing campaign.
Description	This column displays a description of the marketing campaign.
Organization	If you are using organizations, this column displays the organization in your enterprise that is responsible for the marketing campaign.
Organization Name	This column displays the name of the organization responsible for the marketing campaign.
Organization Status	This column displays the status of the organization responsible for the marketing campaign.
Project	This column displays the project associated with the marketing campaign.
Type	This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Audience	This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
Objective	This column displays the goal of the marketing campaign (for example, Lead Generation).
Budget	This column displays the amount budgeted for the marketing campaign.
Actual Cost	This column displays the actual cost of the marketing campaign.
Revenue Goal	This column displays the amount of revenue your firm expects to generate from the marketing campaign.
Campaign Manager	This column displays the marketing campaign manager.
Marketing Manager	This column displays the marketing manager who is responsible for the marketing campaign.
Manager 3	This column displays a third manager associated with the campaign.
Status	This column displays the status, such as Active or Completed, for the marketing campaign.
Launch Date	This column displays the marketing campaign's launch date.
End Date	This column displays the marketing campaign's ending date.
First Action	This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
Current Action	This column displays the current action in the marketing campaign.
Next Action	This column displays the action that is scheduled to occur after the current action.
Universe	This column displays the total number of firms targeted by the marketing campaign.
Responses	This column displays the sum of the number of leads and the number of contacts.
Response Percent	This column displays the ratio of the value in Actual Responses to the value in Universe, expressed as a percentage.
New Firms	This column displays the number of leads for which both of the following are true: The lead was converted to a firm. The lead record in the Leads hub lists this campaign on the Marketing Campaigns tab.
Qualified Contacts	This column displays the number of leads for which both of the following are true: The lead was converted to a contact. The lead record in the Leads hub lists this campaign on the Marketing Campaigns tab.
Opportunities	This column displays the number of leads for which both of the following are true: The lead was converted to an opportunity. The lead record in the Leads hub lists this campaign on the Marketing Campaigns tab.
Awarded Projects	This column displays the number of projects that are listed for the campaign in the Marketing Campaigns hub.
Create User	This column displays the user ID of the person who created the marketing campaign record in the Marketing Campaigns hub.
Create Date	This column displays the date on which the marketing campaign record was created.
Modify User	This column displays the user ID of the person who most recently modified the marketing campaign record.
Modify Date	This column displays the date on which the marketing campaign record was most recently modified.
Custom Currency Code	This column displays the currency code specified in the Marketing Campaigns hub.
Activities - Completed	The activity can be Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the firm associated with the activity.
Activities - Primary Contact	This column displays the name of the contact associated with the activity.
Activities - Primary Contact Bus. Phone	This column displays the firm contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Location	This column displays the location of the activity.
Activities - Notes	This column displays additional text that describes the activity.
Opportunities - Name	This column displays the name of the opportunity associated with the marketing campaign.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Responses - Name	This column displays the name of the contact at the firm.
Contacts - Firm	This column displays the name of the firm where the contact works.
Responses - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Responses - Phone	This column displays the contact's business telephone number.
Responses - Address 1	This column displays the contact's street address.
Responses - City	This column displays the city from the contact's address.
Responses - State	This column displays the state from the contact's address.
Responses - ZIP	This column displays the ZIP code from the contact's address.
Responses - EMail	This column displays the contact's email address.
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.
Projects - Name	This column displays the name of the project.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Currency	This column displays the currency code specified for the marketing campaign.
Exchange Rate Date	This column displays the date of the most recent change in the currency exchange rate.