Create a Campaign

You can create a campaign to communicate with your clients and external contacts, such as to organize a marketing event, or a corporate day.

To create a campaign:

1. On the header bar, click Activity Zone.
2. In the Search Activity Zone field at the top, enter Campaign.
3. Click the Add / Edit Campaign link that displays on the page.
4. On the Add Campaign window, use the Description field to enter a campaign name.
5. From the Category list, select the type of campaign that you want to create.
6. Enter any other details about the campaign, such as the start date, location, status, and community.
7. In the Notes field, enter some information about the campaign.
8. Optional: In the Agenda section, click to add an agenda item.
   Agenda items allow you to provide timings over the course of the campaign. For example, for corporate events, you might enter the timings for presentations, breaks, and lunches.
9. Click Save.
   The campaign saves and then opens in a new window. You can now add contacts and create any initial actions that are required.