Creating Campaign Custom Fields

The Campaign Custom Fields section enables you to create additional fields to capture and store descriptive information for a campaign in addition to the information entered in standard campaign fields.

When you create a custom field it appears in the campaign header for each new campaign you create. Custom fields are automatically assigned a smart tag, which enables their use in templates, email messages, landing pages, and microsites. The syntax used for a campaign custom field smart tag is:

${Campaign.CampaignNewCustomFieldName__c}

• Spaces are replaced with underscores (_).

• Characters are changed to all uppercase.

• The name is appended with two underscores and lowercase c, for example: __c.

For example, for the custom field Fiscal Year, its smart tag is ${Campaign.FISCAL_YEAR__c}. For more information on smart (insertion) tags, see About Email and Sales Representative Personalization.

To create a campaign custom field

1. Click Admin in the upper-right corner of the screen.

2. In the Field Management section, click Campaign Custom Fields.

3. In the Campaign Custom Field List screen, click Add.

4. In the Create Custom Field screen, enter the field name.

5. Choose the display type from the menu.

   If you choose Picklist, you are prompted to enter the picklist values.

6. (Optional) If the field is mandatory, select the Mandatory check box.

7. Enter the field description.

8. (Optional) Set a default value.

9. Click Save.

Custom fields are automatically assigned an Oracle CRM On Demand Marketing smart tag, which enables their use in templates, email messages, landing pages, and microsites. The syntax used for a new Campaign custom field smart tag is: ${Campaign.CampaignNewCustomFieldName__c}

• Any spaces are replaced with underscores (_).

• Characters are changed to all uppercase.

• The name is appended with two underscores and the lowercase letter "c", as in: "__c". For example, the custom field Fiscal Year smart tag is: ${Campaign.FISCAL_YEAR__c}.

  Custom fields can be edited or deleted by clicking the Edit or Delete icons. If you have created multiple custom fields, then you can sequence the new fields by clicking the Sequence button on the Campaign Custom Fields list screen and by rearranging the numerical values for each.

Localizing Custom Fields

After you have created a custom field you can localize it for the languages you use.

To localize a custom field

1. Display the list of custom fields.

   1. Click Admin.

   2. In the Custom Fields section, click either Account, Campaign, or Program.

2. From the Translation Language menu, choose a language.

   Custom fields that have not yet been translated display in their original language within square brackets ([ ]). For example: [Account]

3. Click the edit icon (pencil) for the custom field you want to localize.

   The Custom Field - Edit screen appears.

4. Enter the localized term in the Name field and click Save.