Creating a Campaign with the Service

This section describes how to create a new Campaign using the Campaigns service. This is an alternative method if you do not want to use the wizard, described in Creating a Campaign with a Wizard.

Before creating a campaign using the wizard, a Campaign Type should be defined for the campaign. If you have not already created a Campaign Type record for your campaign, perform the procedure in Creating a Campaign Type.


  1. Open a new record from the Campaigns service, which is located in the Campaign Management application by default.
  2. Enter Name for the campaign.
  3. If this new campaign is part of a larger overall campaign, enter the name of the overall campaign in the Parent field.
  4. Enter Description for the campaign.
  5. Enter the date the campaign is scheduled to begin in the Start Date field.
    • The wizard inserts today's date in this field by default. This date also serves as the first date on which a product discount associated with this campaign can be applied to an order.
  6. Enter the date on which the campaign is scheduled to end in the End Date field.
    • This is also the date when any special discount pricing associated with the campaign will no longer be available to customers.
  7. Enter the campaign's type in the Type field.
  8. Enter the campaign's current status in the Status field.
    • This field links to the Campaign Status Types service. Standard options include:
      • Planned: The campaign has not occurred yet.
      • In-Progress: The campaign is currently ongoing, and the discount prices are available. Note that product discounts on customer orders are only available when a campaign's status is set to this status.
      • Cancelled: The campaign has ended before it began or before the scheduled end date.
      • Completed: The campaign period is over. 
  9. Enter the name of the person responsible for the campaign in the Coordinator field.
    • This field links to the Employee service. 
  10. Enter the name of a Meeting associated with this Campaign.
  11. Select the Invitation Required option only if customers/members who will be invited to participate in the campaign should qualify for campaign pricing.
    • Note that this field is for informational purposes only. By default, a campaign discount can be applied to an order for any customer who provides a valid campaign reference. 
  12. Enter the campaign's objective on the Objective tab.

  13. Click the Discounts tab and add Products and Product Categories to the Campaign, as necessary.
  14. Click the Documents tab and attach Campaign Documents, as necessary. See Adding Campaign Documents for details.
  15. Click the Activity Forecast tab and add information on the marketing activities planned for this campaign, if desired. See Forecasting Campaign Activity for details.
  16. Click the Costs tab and add information about the expected expenses associated with this campaign, if desired. See Tracking Campaign Costs for details.
  17. Click the GL Accounts tab and add any information about GL Accounts associated with this campaign, if desired. See About the GL Accounts Form for Campaigns for details.
  18. Save the Campaigns record.
    • The following tabs become available after saving a Campaigns record:
      • Prospect List: This tab displays the Persons and Companies to whom this campaign is targeted. See Managing Campaigns and Prospects for information on how to add prospects to a campaign and monitor a campaign's progress.
      • Segments: This tab displays all of the Campaign Segments linked to this campaign. See Creating a Campaign Segment for more information.
      • Tasks: This tab displays all of the Tasks linked to this campaign (in list and calendar formats). See Managing Tasks for information on using Tasks in Aptify.
      • Sub-Campaigns: If this campaign is a parent for other campaigns, then this tab displays all of the campaign's sub-campaigns.
      • Orders: This tab displays a list of orders that are linked to this campaign.
      • Attachments: This is Aptify's standard Attachments tab, which is found on my records in the system.
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