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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

You can create a campaign by clicking the New button in the My Recently Viewed Campaigns section. For more information, see Creating Records and Campaign Fields.

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.

Campaign List

Filter

All Active Campaigns

Campaigns where the Status field is set to Active

All Completed Campaigns

Campaigns where the Status field is set to Completed

All Planned Campaigns

Campaigns where the Status field is set to Planned

Recently Created Campaigns

All campaigns, sorted by the created date, with the most recently created campaign at the top of the list

Recently Modified Campaigns

All campaigns, sorted by the modified date, with the most recently modified campaign at the top of the list

All Campaigns

None. The list shows all campaigns for your company, sorted by Campaign Name, in ascending order.

My Recently Modified Campaigns

All campaigns owned by you. The list is sorted by the modified date, with the most recently modified campaign at the top of the list.

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.

  • To review a task, click the Subject link.
  • To review the campaign with which the task is associated, click the campaign name.
  • To expand the list of tasks, click Show Full List.

Viewing Active Campaigns

The Active Campaigns section shows a list of campaigns that is currently running.

  • To view an active campaign, click the Campaign Name field.
  • To expand the list, click Show Full List.

Report Sections

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

  1. On the Campaign Homepage, click Edit Layout.
  2. On the Campaign Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.