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Adding Campaigns to Stages

This topic describes how to add existing campaigns to program stages and how to create new campaigns for programs.

Adding Predefined Campaigns with Associated Offers to a Stage

If you previously created a campaign, then you can add it to a program stage using the following procedure.

To add predefined campaigns with associated offers

1. Navigate to the Programs screen.
2. In the Programs list, click a program.
3. In the Program Flow workspace, select the Stage object.
4. In the Objects palette, select the Campaign object, and drag it from the palette to the workspace.
5. In the Pick Campaign dialog box, select the campaign, and click OK.

   NOTE:  If the campaign you want is not listed in the Pick Campaign dialog box, then it might be already associated with another program. Although offers are reusable, campaigns are not. Use the My Campaigns or All Campaigns view to determine which program is using the campaign. Then, create a new campaign with a different name and the same offers.

Creating a New Campaign for a Program

The following procedure shows how to create a new campaign for a program.

To create a new campaign for a program

1. Navigate to the Programs screen.
2. In the Programs list, click a program.
3. In the Program Flow workspace, select the Stage object.
4. In the Objects palette, select and drag the Campaign object from the palette to the workspace.
5. In the Pick Campaigns dialog box, create a new record, enter a name and description for the campaign, and click Save.
6. In the Pick Campaign dialog box, select the campaign, and click OK.
7. In the workspace, double-click the Campaign object to open the Design view, then Offers view.
8. To add one or more treatments:
   1. Click New in the Offers list and select an offer.
   2. Click the Treatments list and select one or more treatments for that offer.

NOTE:  To gauge response to the offer, in some marketing programs, a control segment of customers can be targeted by a test campaign with no associated treatment. For more information, see Testing Campaigns That Have Email and Fax Treatments.