How To... Learn the step-by-step instructions for working with campaigns. Related Topics: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. Add Contacts to a Campaign You can add both internal and external contacts to a campaign. These are the people that you want to involve in the campaign. For example, you can add clients to a marketing campaign to receive marketing communications. Copy Contacts to a Campaign To save time, you can copy contacts associated with another entity record to a campaign, including projects, enquiries, communities, opportunities, other campaigns, and so on. Edit a Campaign You edit a campaign to update the details and agenda items, and manage the contacts assigned to it. Manage Actions Actions enable your team to keep track of what has been done within a campaign. You can log historical actions that have already been done, such as when you have sent invitations out to clients, and to register when invitations have been accepted. You can also assign future actions to team members to undertake, such as setting up telephone calls to venues. Create Communications When you want to send communications to people for a campaign, you can either create mail merge letters for selected contacts, or you can send an email. Parent Topic: Campaigns HomeDeltek PIM HelpCampaignsHow To...
How To... Learn the step-by-step instructions for working with campaigns. Related Topics: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. Add Contacts to a Campaign You can add both internal and external contacts to a campaign. These are the people that you want to involve in the campaign. For example, you can add clients to a marketing campaign to receive marketing communications. Copy Contacts to a Campaign To save time, you can copy contacts associated with another entity record to a campaign, including projects, enquiries, communities, opportunities, other campaigns, and so on. Edit a Campaign You edit a campaign to update the details and agenda items, and manage the contacts assigned to it. Manage Actions Actions enable your team to keep track of what has been done within a campaign. You can log historical actions that have already been done, such as when you have sent invitations out to clients, and to register when invitations have been accepted. You can also assign future actions to team members to undertake, such as setting up telephone calls to venues. Create Communications When you want to send communications to people for a campaign, you can either create mail merge letters for selected contacts, or you can send an email. Parent Topic: Campaigns HomeDeltek PIM HelpCampaignsHow To...