Activity List

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

Activity Plans

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

Documents

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

Execution Options

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

Expenses

In 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 automatically added to the associated campaign. The lead partner must be one of the organizations associated with the campaign.

Offers

In the Design link bar. Each time the campaign is loaded or launched the associated offers will be copied to the campaign. For details, see Associating Offers with a Campaign.

Organizations

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

Related Events

In the Design link bar. After you launch a campaign that has an associated related event, all campaign contacts are added to the campaign as invited attendees. For details, see Associating Related Events with a Campaign.

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 automatically included on the associated campaign.