1. Marketing, Sales Force Automation, and Partners
  2. Marketing
  3. Managing Campaigns
  4. Creating a Campaign Record
  5. Campaign Notes and Files

Campaign Notes and Files

You can enter notes and attach files to marketing campaigns.

To add a note to a campaign:

  1. Open a campaign record.

  2. Click Create New > Note.

    A portion of a campaign record page showing Note selected from the Create New menu.

  3. In the New Note popup window, enter a title for this note.

  4. Select the type of note to attach.

  5. In the Direction field, select whether the note originates within your company or from outside your company.

  6. Change the date and time for this note, if necessary.

    The current date and time appear, by default.

  7. In the Memo field, enter the note.

  8. Click Save.

  9. Repeat these steps for each note you want to document.

To attach a file to a campaign:

  1. Open a campaign record.

  2. Click Create New > File.

    A portion of a campaign record page showing File selected from the Create New menu.

  3. In the Attach From field, select the source of this file.

  4. Select the folder you want to store this file in.

  5. If the file source is the web, enter the URL of the file in the URL field.

  6. If the file source is your computer, click Browse next to the Select File field.

  7. If you want to set file encoding, select the encoding in the Character Encoding field.

  8. If you want this file accessible to those without login access to your account, check the Available Without Login box.

  9. Repeat these steps for each file you want to attach.

Note:

Files you associate with a campaign are not sent as attachments with email campaign events.

Related Topics

Creating a Campaign Record
Campaign Events
Sales Campaigns
Creating Target Groups for Campaigns

General Notices