General Tab of Marketing Campaign Info Center

Use the General tab to enter, edit, or review the information on a marketing campaign. The tab includes linked fields so that you can specify the campaign's team members.

Contents

If you use Accounting and your role can access Labor Cost Rates/Amounts, specify the campaign's promotional project to track campaign costs.

Field	Description
Name	Enter the name of the marketing campaign.
Number	Enter a number in this field to identify the marketing campaign record. If you configure Vision to use the automatic numbering feature, you cannot enter a number in this field. Instead, [AUTONUMBER] displays in this field. When you select an existing record, Vision populates this field with the selected record's number.
Description	Click Edit to access the Text Editor and enter a descriptive title for the marketing campaign. This description displays in lookup lists.
Organization	Enter the name of the organization in your firm to which this marketing campaign belongs. Organizations are discrete business units within your company. You can set up organizations by region, function, responsibility, or any other method. You can enter an organization name directly in this field, use the Quick Find feature to select an organization from your database, or click Search and use the Organization Lookup. This field displays if your firm uses Vision Organizations.
Project	Enter the promotional project associated with the marketing campaign. You can enter a promotional project name directly in this field, use the Quick Find feature to select a promotional project from your database, or click Search and use the Project Lookup. If you use Accounting and your security role can access Labor Cost Rates/Amounts, the labor and expense data for the promotional project that you select here displays in the Actual Costs field on this tab. If you use Accounting and do not select a promotional project here, you can enter an amount in the Actual Costs field and save it to the Vision database. To link the project records of projects awarded to your firm as a result of this marketing campaign, use the Projects Tab instead.
Target Audience	Use this drop-down list to select the market segment to which the campaign is directed, such as CFOs, Marketing and Sales, or Project Managers. You define target audience options in Code Table Configuration.
Objective	Use this drop-down list to select the goal of the campaign. You define objective options in Code Table Configuration.
Type	Use this drop-down list to select the type for the marketing campaign. You define type options in Code Table Configuration.
Budget	Enter the total amount budgeted for the campaign.
Actual Costs	If you do not use Accounting, or you have not associated a promotional project with the campaign using the Project field on this tab, you can enter an amount in this field. Vision saves it to the database. If you use Accounting, your security role has access to Labor Cost Rates/Amounts. Also, the Project field on this tab contains the promotional project associated with the campaign. The amount in this field equals the sum of the project's Job to Date expense and labor detail. The amount is not stored in the database. If your security role does not have access to Labor Cost Rates/Amounts, No Access displays in this field.
Revenue Target	Enter the amount of revenue your firm seeks to generate from the campaign.
Campaign Manager	Enter the name of the employee who is the Campaign Manager for the marketing campaign. You can enter a name directly in this field, use the Quick Find feature to select an employee from your database, or click Search to use the Employee Lookup. When you enter an employee name in this field, Vision creates a hyperlink between the employee name and the corresponding Employee Info Center record. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Marketing Manager	Enter the name of the employee who is the Marketing Manager for the marketing campaign. You can enter a name directly in this field, use the Quick Find feature to select an employee from your database, or click Search to use the Employee Lookup. When you enter an employee name in this field, Vision creates a hyperlink between the employee name and the corresponding Employee Info Center record. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Manager 3	If you have an additional manager working on this campaign, enter that employee's name in this field. You can enter a name directly in this field, use the Quick Find feature to select an employee from your database, or click Search to use the Employee Lookup. When you enter an employee name in this field, Vision creates a hyperlink between the employee name and the corresponding Employee Info Center record. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Record Status	Use this drop-down list to specify whether the marketing campaign record is active (the default) or inactive.

Campaign Status

Use these fields to enter information about the campaign's status.

Field	Description
First Action	Use this drop-down list to select the first action in the campaign, such as Campaign Kickoff or Initial Campaign Meeting. You define action options in Code Table Configuration.
Current Action	Use this drop-down list to select the current action in the campaign. You define action options in Code Table Configuration.
Next Action	Use this drop-down list to select the next action in the campaign. You define action options in Code Table Configuration.
Status	Use this drop-down list to select the current status of the campaign. You define status options in Code Table Configuration.
Launch Date	Click Calendar to open a pop-up calendar and select the campaign's launch date.
End Date	Click Calendar to open a pop-up calendar and select the campaign's ending date.

Campaign Results

Use these fields to enter information about the campaign's results.

Field	Description
Universe	Enter the total number of firms targeted by the campaign.
Actual Responses	Vision populates this field with the sum of the following: The total number of leads on the Leads tab of the campaign record The total number of contacts on the Contacts tab of the campaign record
Response Percent	Vision populates this field with the quotient of Actual Responses divided by Universe. This figure is updated as leads and contacts are added to or deleted from the campaign record.
Converted Clients	Vision populates this field with the total number of leads that are converted to clients, and whose Lead Info Center records list this campaign on their Marketing Campaigns tab.
Converted Contacts	Vision populates this field with the total number of leads that are converted to contacts, and whose Lead Info Center record lists this campaign on their Marketing Campaigns tab.
Opportunities	Vision populates this field with the total number of leads that are converted to opportunities, and whose Lead Info Center records list this campaign on their Marketing Campaigns tab.
Awarded Projects	Vision populates this field with the total number of projects listed on the Projects tab of this campaign record.
User Defined Currency	Use this drop-down list to select a currency code for this marketing campaign record. This field displays if you use Multicurrency and you added at least one custom currency field to the Marketing Campaign Info Center.