Campaign Types

Use the Campaign Types function to set up descriptions for the various campaigns you initiate through CRM. Because campaigns generally use media outlets as delivery methods, examples of these descriptions can include Print, Radio, and Internet/Web.

To set up campaign type descriptions, enter the descriptions to use within CRM. When you create campaigns, you assign them one of the types you enter here.

Creating a Campaign Type

1. Click the New button, on the toolbar, to open a blank campaign type record.
2. Enter a description of the campaign type in the Description field.
3. Click the Save button, on the toolbar, to save the new campaign type.

Editing an Campaign Type

1. Select a campaign type to edit from the Description field.
2. Edit the field as necessary.
3. Click the Save button, on the toolbar, to save the edited campaign type.

Deleting an Campaign Type

1. Select a campaign type to delete from the Description field.
2. Click the Delete button, on the toolbar, to delete the selected campaign type.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.

Produce a Campaign Types List

Print the Campaign Types List to view and verify the task type options you entered in the Setup and Maintenance Campaign Types function.

1. Select the print preview button () to preview the list.
2. The preview report screen appears.
3. Select the print button () in the toolbar to print your list.