Adding a Customer

  • Article

To create a campaign, you must first add information about the customer who owns the campaign. Each customer may have multiple campaigns representing a different marketing program. For example, a customer might have a fall season sale, a new product campaign, and a spring discount sale. Each campaign may have multiple campaign items such as ads, discounts, and direct mailings.

You can use the Campaign Manager module to add customers, modify customer properties, and delete customers.

To add a new customer

  1. In Campaigns, click Campaign Manager.
  2. In the Campaign Manager screen, click Add on the toolbar, and then select New Customer from the drop-down list.
  3. In the Campaign Manager - New (customer) screen, in the Customer Properties section, do the following:
    Use this To do this
    Name Type the name of the customer.
    Address Type the address for the customer, including street address, city, state, zip code or postal code, and country/region.
    Type Select the type of relationship you have with the customer from the drop-down list. The types of relationships are:
    • Self
    • Advertiser
    • Agency
    URL Type the URL associated with the customer.
    Industry Select the industry for the customer.

    Industry codes are created using the Reference Tables module. For information, see Setting Up Your Reference Tables.
    Deleted This is a non-editable box.

    This box specifies if the customer has been deleted. For information about deleting and restoring customers, see Deleting and Restoring a Customer.
    Comments Type any necessary comments about the customer.
  4. In the Contact Information section, do the following:
    Use this To do this
    Contact Type the contact information for the customer.
    Email Type the e-mail address for the contact.
    Phone Type the phone number for the contact.
    Fax Type the fax number for the contact.
  5. To save the customer information and return to the Campaign Manager screen, click Save and go back on the toolbar.

The customer information is saved. You can now add a campaign for the customer.

See Also

Workflow for Campaign Management

About Campaigns

Adding a Campaign

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