A Marketing Campaign is a tool that can be used to organize all mail and email campaigns for a customer. 

 

Each campaign can be assigned a name, customer, and due date in the basic setup. Once a marketing campaign has been run, it can be marked as completed. 

This helps keep track of the current marketing campaigns being run and for which clients.


Promotional materials utilized for the campaign can be added under Items. These items could be anything used to promote the marketing campaign include: merchandise, mailers, posters, etc.

Depending on the type of marketing campaign being run, items may not be required (ie. An Email campaign may only require the Contact list).


Contacts can then be added to the marketing campaign for mailing and solicitation. When utilizing one of the marketing lists, the contacts will be copied to the campaign so that if the list is updated in the future, the campaign will contain the actual contacts it was sent to.