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 |
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Find marketing campaign | At the top of the Marketing Campaign Hub form, enter a partial or complete name or number in the
Find marketing campaign lookup field to find and select an existing record that you want to view or edit.
If more than one record is returned, the default ( Your current record selection will be preserved even if you switch from one Hub to another. For example, if you are working in the Project hub and then switch from that hub to another, when you return to the Projects hub, your current project record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics. |
Search Navigation Controls |
![]() The Search Navigation Controls display to the right of the
Find lookup field at the top of most
Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either ( On the Saved Search control ( When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the
+ New <record> button, complete the required information for each new record, and then click
Save.
Vantagepoint displays a saved confirmation message and the
New Records label ( When you access a different field, search on the hub or application form, or navigate away from the form, the
New Records label reverts to the Saved Search control ( For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records. |
Saved Search List | To filter the list of marketing campaigns, select one of the following search types:
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Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
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Click the
List View icon to see the list view of the form. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare, update, and save multiple records at one time because you do not have to open individual records.
To add or remove columns, or to change the order of the columns in the grid, click
For information about selecting columns, see Select Columns for a Grid. Each grid toolbar also provides access to options for printing grid data, exporting data, and grouping by column. To maximize a grid to a full-screen display, click
For more information about working in list view, see Use List View. You can also enable the Explicit Save in List View (Opt-In Available) feature ( ). This feature disables the auto-save feature and enables you, while working in list view, to quickly update grid column information for multiple records. To save your changes, click the Save button. You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview. After all validated record changes are saved, a success message appears in the title bar. For deleted records, a confirmation message appears prompting you to either select Delete or Cancel. When one or more records fail, Vantagepoint displays a dialog box that contains a list of all the invalidated records that may provide error descriptions and suggestions on how to correct errors. For more information, see Saving Your Work and Enable the Explicit Save in List View Opt-In Feature. With the appropriate security role access, you can use also the Bulk Update feature when you are working in list view. This enables you to edit multiple hub records that require the same update with one action. For example, if the supervisor for a group of employees is changing, use the Bulk Update option in the Employees hub to change all of the employee records at one time. For more information, see Use Bulk Update to Update Multiple Records. Important: When you select the Bulk Update option, all saved records are permanently updated in your database. To reverse these updates, you must manually roll back each record. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
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Click the Detail View icon to view and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, detail view is used by default when you open hub forms and some other application forms. This is the view described in most help topics. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
+ 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
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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. |
- 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, such as copying a record, 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.