Campaigns
Use the Campaigns screen to view, edit, copy and add marketing campaigns.
To open the Campaigns screen, from anywhere within IntelliDealer navigate to Customer Care > Marketing > Campaigns.
Note: Responsible Marketing is mandatory for all Canadian customers and requires that you configure a Marketing Footer before sending any marketing emails. See Responsible Marketing Overview.
The search fields on the Campaigns screen are:
| Field | Description |
|---|---|
| Select User | Search for a marketing campaign by entering a user ID. |
| Select Description |
Search for a marketing campaign by entering a campaign description. |
| Select Name | Search for a marketing campaign by entering a campaign name. |
The fields on the Campaigns screen are:
| Field | Description |
|---|---|
| Name | The name of the marketing campaign. |
| Description | A brief descriptive reference outlining the campaign. |
| Created by | The user who created the marketing campaign. |
| Date Created | The date the marketing campaign was created. |
| Date Last Run | The date the marketing campaign was last ran. |
Move the cursor over a Name and select Edit from the pop-up menu to edit a marketing campaign.
Move the cursor over a Name and select Copy from the pop-up menu to copy a marketing campaign.
Click on the Need to create a new campaign? Click here to add link to add a new campaign.