Create or edit a campaign

Can I do this task?

Follow the next link to activate and configure the campaign of the type Internet Marketing. For all other types of campaigns, continue with the instructions below. Review the details of this service at: Internet Marketing Overview.

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. On the Actions toolbar, click New.
3. On the General tab, you must enter information in the following boxes:
   • Name
   • Status Reason

     To save the new campaign, you must select a status reason.

   Enter any other information that you have for this campaign. At a minimum, select a price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product., which helps you determine the cost of your campaign compared to the revenue generated by the campaign.

   Microsoft Dynamics CRM Online automatically generates a campaign code when you save the new campaign. Because this code is automatically generated, it cannot be changed after you save the campaign.

4. On the Financials tab, enter any information that you have available in the following sections:
   • Budget Allocated
   • Estimated Revenue
   • Miscellaneous Costs

     You must enter numbers between 0.00 and 1,000,000,000.00.

   You can use commas and a decimal point, but you cannot use a currency symbol, such as the dollar ($), euro (?), or yen (¥).

   The Total Cost of Campaign Activities and Total Cost of Campaign values are automatically calculated.

5. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
6. Click Save or Save and Close.

Note

All information that is displayed on the Administration tab is automatically generated. The Owner and Modified By boxes are populated with the name of the user who creates the campaign.