Working with the Campaign Homepage
The Campaign Homepage is the starting point for managing campaigns.
NOTE: Your company administrator can customize the layout of your Campaign Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.
Creating a Campaign
Working with Campaign Lists
The Campaign Lists section shows a number of filtered lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for campaigns.
To view a list, click the list name.
To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.
To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.
Viewing Recently Viewed Campaigns
The My Recently Viewed Campaigns section shows the campaigns that you viewed most recently.
To expand the list, click the Show Full List link.
Working with Campaign Tasks
The Campaign Tasks section shows the tasks assigned to you, sorted by the due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.
NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.
Viewing Active Campaigns
The Active Campaigns section shows a list of campaigns that is currently running.
One or more report sections might be shown on your Campaign Homepage. Your company administrator can specify which report sections are shown on the page. In the standard edition of Oracle CRM On Demand, the Active Campaign Status section is shown.
Using Reports to Measure Campaign Effectiveness
One or more report sections might be shown on your Campaign Homepage (your company administrator can specify which report sections are shown on the page). In the standard application, the Active Campaign Status section is shown, which displays an analysis of all active campaigns. For more information about using the Active Campaign Status section, see Measuring Campaign Effectiveness.
Adding Sections to Your Campaign Homepage
If your user role includes the Personalize Homepages privilege, you can add additional sections to your Campaign Homepage, depending on which sections your company administrator has made available for display on your Campaign Homepage.
To add sections to your Campaign Homepage
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