How to create Products, Services, and Campaigns
How to create Products and Services
1. Search Products & Services and Select
2. Click Add
3. Fill out details. (Hint you can open another screen and copy)
4. Enter - Description and Code fields
5. Click the Save (disk) button
How to create Campaigns
1. Click the Campaigns link for the applicable area of the software for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
2. Click the Add button.
3. Enter the following information:
- Description - Name of the campaign.
- Owner - Internal user responsible for the campaign. Defaults to the user adding the campaign.
- Coordinator - Internal user coordinating the campaign.
- Active - If checked, the campaign is available for selection in drop-downs.
- Locked - If checked, only the person assigned as the owner can make changes to the campaign and retrieve the campaign results.
- Summary - Brief note about the campaign for informational purposes.
- ID - Unique alphanumeric code used by the system. *AUTO auto-generates a code. You can overwrite the *AUTO with your own code if desired.
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Group- Campaign group assigned to the campaign.
- Event - Event associated with the campaign, if applicable.
4. Click the Save (disk) button.
Copy a Campaign
1. Click the Campaigns link for the applicable area of Ungerboeck for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
2. Select the campaign you want to copy.
3. Right-click and select Tools -> Copy Campaign. The Copy Campaign screen opens.
4. Expand the New Campaign section.
5. Enter the following information:
- ID - Unique alphanumeric code used by Ungerboeck. *AUTO auto-generates a code. You can overwrite the *AUTO with your own code if desired.
- Description - Name of the campaign. Defaults to the campaign description you are copying.
- Owner - Internal user responsible for the campaign. Defaults to the user copying the campaign.
6. Click OK.