This guide walks you through creating a new Campaign

There are two ways to create a new campaign.

1. Copy an existing campaign.

To do this, go to the Campaign you want to Copy. Click on More > Copy.

2. Start a new Campaign.

To create a new campaign, go to Project Manager  > Campaigns > 

Campaign:

• Name: Enter a descriptive name for the campaign.

Client: Choose the client this campaign is for. By default, only projects created for the client selected can be linked to a campaign unless you have deselected the transaction preference 'Require the client on linked projects to match the client on the campaign'. 

Active: This is checked by default. When all projects in the Campaign are done, you can uncheck this box.

Description: Enter details regarding this Campaign. It can then be used to print on invoices and estimates.

Objective: Enter the overall Campaign Objectives. It can also be printed on invoices and estimates.

GL Company: This option will only appear if GL companies are turned on. 

Next Steps

Adding/Linking Projects to a Campaign

Campaign Schedule

Campaign Estimate

Campaign Budget

Billing a Campaign

Resources

• Campaigns Overview
• Setup For Campaigns