Campaign

In the example below, a campaign has been set up as a ‘Newsletter 2018’ advert.

Creating a campaign:

• Enter a name for the campaign
• Write any notes
• Select a campaign group (set up under CRM/Maintenance/Campaign groups)
• Allocate an employee
• Select a start date
• Select a campaign status (pre-definted by Uniconta)
• Select the campaign type (communication channel e.g. e-mail)
• Select end date

Read about campaign groups here.