1. Marketing User Guide
  2. Creating a New Plan Tactic and Associating it with a Marketing Plan

Creating a New Plan Tactic and Associating it with a Marketing Plan

The following procedure shows how to create a new plan tactic and associate it with a marketing plan.

To create a new plan tactic and associate it with a marketing plan

  1. Navigate to the Marketing Plans screen.

  2. In the Marketing Plans list, click a marketing plan name.

  3. Click the Plan Tactics view tab.

  4. In the Plan Tactics list, create a new tactic.

  5. In the new tactic record, complete the Tactic Name and Type fields.

Caution: Be sure to select the correct Tactic Type (Event Plan, Program, or Standalone Campaign) before saving the record, because the type cannot be changed after the record is saved.