Create Campaign

This page is accessed via

• Order Management > Material Management > Items > Actions > Solicitations > Create Campaign
• Trade Agreements > Trading Partner Item > Actions > Solicitations > Create Campaign
• Master Data > Trading Partner Item > Actions > Solicitations > Create Campaign
• Master Data > Items > Actions > Solicitations > Create Campaign
• Classification > Items > Actions > Solicitations > Create Campaign

You can select one or multiple items/partner items to create a campaign. This action will copy the details of partner items, items, and trade agreement to the campaign and campaign line as per the create data configuration present in the logic configuration of the campaign type.

Creating a Campaign

1. Select the campaign type from the Campaign Type drop-down list.
2. Enter a product classification type in the Product Classification Type field.
3. Enter the contact details of the campaign owner in the Campaign Owner Contact field.
4. The Effective Date and Expiration Date fields define the start and end date of the campaign.
5. Enter a Reminder Duration which enables you to send repeated reminders after number of days till the campaign expires or until the vendor submits all the required information of the campaign.
6. Enter additional information about campaign in the Purpose field.
7. Enter the trade agreement ID in the Trade Agreement field. You are creating a campaign to collect information for this specific trade agreement.
8. Select one or multiple documents from the Required Documents list. The selected documents are associated to the campaign you are creating. The partner must provide the required documents as part of the campaign response.
9. Click Create Campaign.