Marketing Campaigns Form
Use the Marketing Campaigns form and its tabs to enter, view, and edit information for each marketing campaign in your company or enterprise.
Contents
Field | Description |
---|---|
Search |
Use the search field above the marketing campaign name to search for and select the campaign that you want to review or edit. To refine the results set, click the search filter drop-down arrow
to select a standard or custom search:
For information about creating and using searches, see the Search Vantagepoint help topics. |
x of x | Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
+ New Marketing Campaign | Click this option to open the Marketing Campaign form and add a new campaign record.
This option is available if your security role has the access rights required for adding records. |
Name |
The name of the marketing campaign displays above the tabs. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click . |
Last modified | These fields, located below the marketing campaign name, display the date the marketing campaign information was last changed and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays. |
Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click
to the right of the grid and use the Select Columns dialog box.
For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View. |
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After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system. |
- Related Topics:
- Display the Marketing Campaigns Form
You display this form in the Marketing Campaigns hub from the browser application. - Marketing Campaigns Actions Bar
Use options on the Actions bar to perform actions that apply to the current marketing campaign record. - Marketing Campaigns Summary Pane
The Marketing Campaigns Summary pane displays the marketing campaign's key information and remains visible as you move from one tab to another. - Marketing Campaigns Overview Tab
The Overview tab provides a snapshot of the selected marketing campaign's description, manager, coordinator, and most recent actions. - Marketing Campaigns Responses Tab
Use the Responses tab to maintain information about the contacts that responded to the marketing campaign. This is useful for tracking marketing efforts and identifying those that are successful and worth the cost. - Marketing Campaigns Activities Tab
Use the Activities tab in the Marketing Campaigns hub to create and maintain lists of activities, milestones, and touchpoints for the marketing campaign. - Marketing Campaigns Projects Tab
You can use the Projects tab to track any projects that are associated with the marketing campaign. - Marketing Campaigns Files and Links Tab
Use the Files and Links tab to upload, view, and store files that are related to the current campaign record. You can also add URLs, email addresses, and links to files and graphics.