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Columns for the Marketing Campaign List Report

Use the Select Columns dialog box to add or remove columns, change the order of columns, or restore the default column selection that appear on the report.

Grid Type Columns

Most available columns show hub data on the report. In addition, you can use Columns & Groups tab to include columns that contain associated data from other hubs and grids. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns grid vary based on your selection for the Grid Type option on the Columns & Groups tab. The grid column labels begin with the grid type. For example, each of the contact grid column labels begins with Contacts - Name (Contacts - Title, and so on).

Contents

Field Description
Activities - Marketing Campaign This column displays the marketing campaign associated with the activity.
Activities - Location This column displays the location where the activity occurred or will occur.
Activities - Notes This column displays the notes from the activity.
Activities - Owner This column displays the name of the employee who is responsible for the activity.
Activities - Primary Contact This column displays the firm's primary contact associated with the activity.
Activities - Primary Firm This column displays the name of the primary firm associated with the activity.
Activities - Priority This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Project This column displays the name of the project associated with the activity.
Activities - Start Date This column displays the date and time that the activity is scheduled to begin.
Activities - Subject This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Type This column displays the activity type (for example, Phone Call, Meeting, or Email).
Actual Cost This column displays the actual cost of the marketing campaign.
Actual Revenue The total expected revenue for won projects that are associated with the marketing campaign.
Audience This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
Awarded Projects This column displays the number of projects that are listed for the campaign in the Marketing Campaigns hub.
Budget This column displays the amount budgeted for the marketing campaign.
Campaign Manager This column displays the marketing campaign manager.
Create Date This column displays the date on which the marketing campaign was created. The report displays this date only in the total line for each marketing campaign.
Create User This column displays the Vantagepoint user ID of the employee who created the record.
Currency This column displays the currency used for the marketing campaign.
Current Action This column displays the current action in the marketing campaign.
Description This column displays the descriptive title for the marketing campaign.
End Date This column displays the marketing campaign's end date
Exchange Rate Date This column displays the date on which the exchange rate went into effect.
First Action This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
Launch Date This column displays the marketing campaign's launch date.
Links - Description This column displays a brief description of the file link or Web address (URL).
Links - Graphic This Yes/No column indicates whether or not the file is a graphic file.
Links - Link Path The link path can be one of the following::
  • The complete link path for an external file. Click on the link path to open the file link from the external location where it is stored.
  • The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email message.
Manager 3 This column displays a third manager associated with the campaign.
Marketing Campaign Name This column displays the name of the marketing campaign.
Marketing Manager This column displays the marketing manager who is responsible for the marketing campaign.
Modify Date This column displays the date on which the record was most recently modified.
Modify User This column displays the user ID of the person who most recently modified the record.
New Action This column displays the new action that has been scheduled in the marketing campaign.
New Firms If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
Next Action This column displays the action that is scheduled to occur after the current action.
Number This column displays the numeric identifier for the record.
Objective This column displays the goal of the marketing campaign (for example, Lead Generation).
Organization If your enterprise uses organizations, this column displays the code for the organization that is responsible for pursuing the marketing campaign.
Organization Name If your enterprise uses organizations in Vantagepoint, this column displays the name of the organization in your firm that is responsible for pursuing the marketing campaign.
Organization Status This column displays the status (active, inactive, or dormant) of the organization that is associated with the record.
Potential Revenue This column displays the potential revenue that can be generated by this marketing campaign.
Project This column displays the project associated with the marketing campaign.
Projects - Name This column displays the name of the project.
Projects - Number This column displays the identifier of the project associated with the marketing campaign.
Projects - Stage This column displays the project's stage that is associated with the marketing campaign.
Qualified Contacts If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of qualified contacts associated with a marketing campaign.
Response Percent This column displays the ratio of Actual Responses to the total number of firms targeted (the value in Universe), expressed as a percentage.
Responses This column displays the sum of the number of leads and the number of contacts.
Responses - Address 1 This column displays the contact's street address.
Responses - City This column displays the city from the contact's address.
Responses - Email This column displays the contact's email address.
Responses - Firm Description This column displays the description for the contact's firm listed on the Responses tab of the Marketing Campaigns hub.
Responses - Name This column displays the name of the contact at the firm.
Responses - Phone This column displays the contact's business telephone number.
Responses - Project Description This column displays the description for the project that is associated with the marketing campaign.
Responses - Qualified Status If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays if the contact has been qualified or disqualified or is a new lead.
Responses - State This column displays the state from the contact's address.
Responses - Status If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, this column displays the contact status (Active, Inactive or Terminated).
Responses - Title This column displays the contact's title (for example, Director, Project Manager, or CEO).
Responses - Zip This column displays the ZIP code from the contact's address.
Revenue Goal This column displays the amount of revenue your firm expects to generate from the marketing campaign.
Row Count This column displays the total number of detail lines for each group, based on the sorting and grouping selections. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Stage This column displays the stage of the marketing campaign.
Status This column displays the status of the marketing campaign record: Active or Inactive.
Type This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Universe This column displays the total number of firms targeted by the marketing campaign.