How To...
You can create new marketing campaigns and edit existing ones, as well as track associated costs, activities, leads, and projects.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
- Related Topics:
- Add a Marketing Campaign
You can create a new marketing campaign if you have the appropriate security access rights. - Attach a Document to a Marketing Campaign
You can upload a new document and attach it to a marketing campaign if Vantagepoint is configured to allow you to attach documents and the file type is an approved file type. - Associate a File Link with a Marketing Campaign Record
You can associate file links with a marketing campaign record. - Delete a Marketing Campaign
You can delete a marketing campaign if you have the appropriate security rights. - Monitor Marketing Campaigns Results
Review fields on the Summary pane to understand the effectiveness of a campaign. - Qualify a Contact from a Marketing Campaign
If a contact is interested and meets your business criteria for the sales cycle, you can qualify the contact on the Responses tab and make it available for pursuit. To do so, your enterprise must use CRM Plus and enable the Lead Qualification process in Settings. - Track Marketing Campaign Responses
Use the Responses tab to record and maintain information about the contacts that responded to the marketing campaign. - Work with Marketing Campaign Information in PIM
If your enterprise has Deltek Project Information Management (PIM) and has set up the Vantagepoint integration with PIM to include the Marketing Campaigns hub, you can work with PIM marketing campaign information from within Vantagepoint.
Parent Topic: Marketing Campaigns Hub