Campaign Types

You use campaign types to categorize how you are going to action the accounts/contacts within a campaign. Some examples of campaign types are Email, Phone, Print, etc. 

Add a Campaign Type

1. Click the Campaign Types link from the Main Menu. The Campaign Types page opens.
2. Click the Add button. The Add Campaign Type window opens.
3. Enter the following information:
   • Description - Name for the type.
   • Active - If checked, the type is available for selection in the Type drop-down.
4. Select the Advanced tab.
5. Check the box(es) for each area of the system you want the campaign type available.
6. Click OK.

Change a Campaign Type

You can change the information for the campaign type after you have created it. When you change the description of a campaign type, it updates wherever the campaign type is used. If you don't want to update the already existing campaign type data, then you must add a new campaign type using the steps in Add a Campaign Type.

1. Click the Campaign Types link from the Main Menu. The Campaign Types page opens.
2. Select the type to edit.
3. Right-click and select Edit. The Edit Campaign Type window opens.
4. Make the desired change.
5. Click OK.

Inactivate a Campaign Type

If you no longer use a campaign type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a campaign type inactive, it is no longer available for selection campaigns.

1. Click the Campaign Types link from the Main Menu. The Campaign Types page opens.
2. Select the type to make inactive.
3. Right-click and select Edit. The Edit Campaign Type window opens.
4. Uncheck the Active box.
5. Click OK.

Delete a Campaign Type

f you no longer use a campaign type and don't want to keep a record of it, you can delete it. When you delete a campaign type that is used, you receive a prompt to select a campaign type to replace the campaign type you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Campaign Types link from the Main Menu. The Campaign Types page opens.
2. Right-click on the type to delete.
3. Select Mark for Delete.
4. Click the Save button. If the type is used, the Replace window opens.
5. Select the type from the drop-down to replace the deleted type.
6. Click OK.