A campaign macro is a pre-written SQL statement you can use to include/exclude accounts/contacts in a campaign. You use campaign macros for common SQL statements. See Create a Campaign for information about adding macro steps to your campaign.
Add a Campaign Macro
- Click the Campaign Macros link from the Main Menu. The Campaign Macros page opens.
- Click the Add button. The Add Campaign Macro window opens.
- Enter the following information:
- Description - Name for the macro.
- Note - Additional information about the macro.
- SQL Statement - SQL statement for the macro.
- Click OK.
Change a Campaign Macro
You can change the information for the campaign macro after you have created it. When you change the description for a campaign macro, it updates wherever the campaign macro is used. When you change the SQL statement for a campaign macro, it does not update campaigns where the macro is used. You must run the retrieval process again to use the updated macro. If you don't want to update the already existing campaign data, then you must add a new campaign macro using the steps in Add a Campaign Macro.
- Click the Campaign Macros link from the Main Menu. The Campaign Macros page opens.
- Select the macro to edit.
- Right-click and select Edit. The Edit Campaign Macro window opens.
- Make the desired change.
- Click OK.
Delete a Campaign Macro
If you no longer use a campaign macro and don't want to keep a record of it, you can delete it. You cannot undo the delete process.
- Click the Campaign Macros link from the Main Menu. The Campaign Macros page opens.
- Right-click on the macro to delete.
- Select Mark for Delete.
- Click the Save button.
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