Creating a Campaign Record

NetSuite uses campaign records to manage the information important to your marketing efforts. On campaign records, you set the time and date events are sent. You select the recipient groups and enter the overhead cost. You can also add information about your campaign that is important to your company's campaign reporting.

You can schedule individual campaign events to represent different parts of the same campaign. You can also track a campaign without separate events.

To create a campaign record:

Go to Campaigns > Marketing > Campaigns > New.
If you use custom forms, you can select a custom campaign form.
Under Primary Information:
1. Enter an ID for this campaign in one of the following ways:
  - If you use auto-generated numbers for campaigns, an ID is generated automatically.
    
    For more information, see Set Auto-Generated Numbers.
  - If you do not use auto-generated numbers for campaigns, enter an ID.
  Campaign IDs can be used to identify campaigns, especially in the event that campaigns share similar names.
2. Enter a title for this campaign.
  
  You can enter up to 99 characters in this field.
3. Select the category this campaign belongs in.
  
  You can create new campaign categories at Setup > Marketing > Campaign Management > Categories > New.
4. Select a campaign manager for this campaign.
  
  The campaign manager receives confirmation that email campaign events have been sent.
5. Enter or pick the start date and end date for this campaign.
6. In the Base Cost field, enter the cost of this campaign apart from the cost of any specific campaign events.
  
  You can enter the cost of specific events on the Events subtab.
  
  The Total Cost field shows the sum of the cost of any campaign events and the base cost.
7. In the Expected Revenue field, enter the amount of revenue you expect this campaign to generate.
8. Enter the URL for the campaign landing page or online customer form associated with this campaign.
9. Enter a description.
Under Related Information:
1. In the Vertical field, select a marketing vertical related to this campaign.
  
  For more information, see Campaign Verticals.
2. Select a promotion you want to associate with this campaign.
  
  Important:
  You should not associate the same promotion with multiple campaigns or campaign events.
  
  Promotions enable you to offer discounts as part of the campaign. For more info, see Promotions.
3. Select the items associated with this marketing campaign.
  
  You can create new items at Lists > Accounting > Items > New.
4. If you want to associate an offer with this campaign event, select that offer.
  
  You can create new offers at Setup > Sales > Setup Tasks > CRM Lists > New. Click Marketing Offer.
5. In the Audience Description field, select an audience for this campaign.
  
  For more information, see Campaign Audiences.
Click Save.

Now you can schedule campaign events, enter keywords, add notes, and attach files and other related information.

To create a campaign record:

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