Getting Started with Using Campaign Management

Aptify includes a Campaign Management application that allows an organization to create and track marketing campaigns that offer product discounts to the customer/members who order specific products during a promotional period. When an order is associated with an active campaign, Aptify automatically applies the specified discount to the product without having to modify the prices configured on the Products record.

Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.

This topic provides information on working with campaigns in Aptify and contains the following sub-topics:

• How to Use Campaign Management
• Setting up a Campaign
  • Creating a Campaign Type
  • Creating a Campaign with a Wizard
  • Creating a Campaign with the Service
  • Adding Products and Categories to a Campaign
  • Adding Campaign Documents
  • Forecasting Campaign Activity
  • Tracking Campaign Costs
• Managing Campaigns and Prospects
  • Adding Prospects Using a Wizard
  • Adding Prospects Using the Service
  • Adding Prospects from Campaign Segments
  • Importing Prospects from an External File
• Managing Campaigns and Orders
  • About Campaign Pricing
  • Applying a Campaign to an Order
  • Tracking Campaign Process
• About Campaign Management Services
• About the Campaign Management Forms
  • About the Activity Forecast Form
  • About the Campaign Cost Types Form
  • About the Campaign Costs Form
  • About the Campaign Documents Form
  • About the Campaign Document Status Types Form
  • About the Campaign Document Types Form
  • About the Campaign Import File Types Form
  • About the Campaign Import Run Details Form
  • About the Campaign Import Run Mapping Form
  • About the Campaign Import Runs Form
  • About the Campaign List Detail Form
  • About the Campaign Product Categories Form
  • About the Campaign Products Form
  • About the Campaign Prospect Status Types Form
  • About the Campaign Segments Form
  • About the Campaigns Form
  • About the Campaign Status Types Form
  • About the Campaign Types Form
  • About the GL Accounts Form for Campaigns