Add new campaign [in-depth guide]
Guide contents: Copy an existing campaign | Start a new campaign | Campaign settings | Next steps | Resources
There are two ways to create a new campaign. Copy an existing campaign or start a brand new campaign.
Copy an existing campaign
To do this, open the campaign you want to copy. Click on More > Copy.
Then choose the name & client for this new campaign & what exactly you want to copy from this campaign. Click Save.
Start a new campaign
To create a new campaign, go to Project manager > Campaigns >
- 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 invoices & estimates.
Objective: Enter the overall campaign objectives. It can also be printed on invoices & estimates.
GL company: This option will only appear if GL companies are turned on.
The campaign dashboard provides a central location for information regarding the campaign and projects connected to the campaign. This can include files, conversations, schedules & deliverables.
Campaign dashboard>Setup>Campaign settings
Once the campaign is created, there may be additional fields that will need to be set up to assist in billing & tracking the campaign.
Standard available fields:
ID: auto-generated. the campaign number identifies the campaign within the system
Name: text-field> the campaign name will be used in reports & client invoices
Client: identifies the main client in charge of the campaign
Primary contact: main client contact in charge of the campaign
Client campaign number: text-field>used to track the client purchase order number. This will print on estimates & invoices
Account manager: identifies the staff member designated as the account manager for the campaign
Project manager: identifies the staff member designated as the project manager for the campaign.
Start date/end date: identifies the overall start & end date for the campaign, used in reporting
Description: text-field> typically used to provide a brief summary of the campaign. this will print on estimates & invoices
Objectives: text-field> typically used to provide the objects for the overall campaign. This will print on estimates & invoices
Next project number: used when the project number is set to get the next number from the campaign
Bill by: select how the overall campaign will be billed
- Project: though the campaign may provide a grouping of projects, the individual projects will determine how the billable amount is added to the invoice, using a fixed-fee or Time & Materials method
- Campaign: a fixed-fee style of billing at the campaign level. Billing is based on the campaign budget. If expenses are not included, they will come from the individual projects. All transactions from all connected projects will be marked as billed at the completion of the billing cycle
Billing Schedule: Ability to set up a billing schedule for both Advance Billing and Revenue Invoice billing.
One line per: allows you to set the client invoice line format for campaign-level invoice
Layout: allows you to select the printed format of the client invoice/estimate
Opportunity: allows you to connect an opportunity to the campaign
Share schedule calendar with URL: each campaign provides a unique link to subscribe/view the campaign/project schedules in a calendar format. The calendar will auto-update to changes made within the campaign-related projects
Adding/linking projects to a campaign
Campaigns overview [in-depth guide]