Activity List

On the Schedule link bar. Team members can create and assign activities related to the campaign.

Activity Plans

On the Plan link bar. Templates of activities can be associated with a campaign. For more information, see About Creating and Using Activity Plans.

Documents

On the Plan link bar. Any team member can associate documents as attachments to the campaign.

Execution Options

On the Design link bar. The campaign execution options specify the default values for these settings each time the campaign is loaded.

Expenses

On the Plan link bar. Each campaign can have a forecast that predicts the financial performance of the plan. The actual results versus the forecast can be tracked for each campaign.

Lead Partner

Field in the Campaign Details form view. Anytime a Campaign Plan is loaded, the Lead Partner is added to the associated campaign. The lead partner must be one of the organizations associated with the campaign.

Offers

On the Design link bar. Each time the campaign is loaded or launched the associated offers is copied to the campaign. For more information, see Associating Offers and Segments with Campaigns.

Organizations

Field in the Campaign Details form view. These are the organizations that have visibility to the campaign under All Campaigns. When the campaign is loaded, each organization is included on the associated campaign.

Related Events

On the Design link bar. After you launch a campaign that has an associated related event, campaign contacts are added to the campaign as invited attendees. For more information, see Associating Related Events with Campaigns.

Team Members

Field in the Campaign Details form view. These are the employee positions that have visibility to the campaign under the My Campaigns option. When the campaign is loaded, each team member is included on the associated campaign.