Defining Campaigns

A campaign enables you to track what marketing efforts are being conducted and how effective they are in generating revenue for your company.

Creating Campaigns
Editing Campaigns
Deleting Campaigns

Creating Campaigns

To create a campaign:

Select Tools > Lists > Campaigns or press CTRL + F7. The Campaign Setup & Maintenance dialog box appears.

Highlight the category in which you want your new campaign to appear and click New Campaign. The Campaign Details section will appear with no data.
Type a name for the campaign in the Name field.
Select the campaign's category from the Category drop-down list. See the Defining Campaign Categories section for details.
Select the date the campaign will start from the Start Date calendar box. The default value is today's date.
Select the date the campaign will end from the End Date calendar box. The default value is today's date.
Enter the amount budgeted for the campaign in the Budget Amount field. The default value is $0.00.
Enter the actual amount spent during the campaign in the Actual Amount field. The default value is $0.00.
If necessary, enter any notes into the Notes field.
The Keep Available in Drop-Downs section controls when the campaign will be present in the Campaign fields elsewhere in ServiceCEO. To define these values:
1. Select the From option button corresponding to the date at which you want the campaign to start being displayed in the drop-down lists:
  - Campaign Start Date. The campaign will start being displayed on the date entered in the Start Date field.
  - Specific Date. Select the date you want the campaign to start appearing from the calendar box.
2. Select the Until option button corresponding to the date at which you want the campaign to start being displayed in the drop-down lists:
  - Campaign Start Date. The campaign will start being displayed on the date entered in the Start Date field.
  - Specific Date. Select the date you want the campaign to start appearing from the calendar box.
  - Always. The campaign will always appear in the drop-down lists.
Add tasks to the campaign. See the Campaign Tasks section for details.
Click Save and Close.

Editing Campaigns

Select Tools > Lists > Campaigns or press CTRL + F7. The Campaign Setup & Maintenance dialog box appears.
Expand the category tree and select the campaign you want to edit.
Make any necessary edits in the Campaign Details and/or Tasks sections.
Click Save and Close.

You cannot delete a campaign if it is selected in the Campaign drop-down list in at least one customer or job record. While you cannot make the campaign inactive either, you can adjust the campaign's Keep Available in Drop-Downs fields so that the campaign cannot be selected in the future.

Select Tools > Lists > Campaigns or press CTRL + F7. The Campaign Setup & Maintenance dialog box appears.
Expand the category tree and select the campaign you want to delete.
Click .

Note!

Note:
If any tasks are associated with the campaign, the tasks which are already complete will NOT be deleted and will instead be detached from the Campaign. Tasks that are not started will be deleted.

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