How do I make an employee responsible for marketing campaigns in DASH?
Answer
How to Create a Marketing Campaign Using Campaign Builder
Scroll down to see all the steps.
1. Select the "Marketing" module from the Ribbon
2. Select "Marketing Campaign Builder"
3. Click "Add New Record"
4. Enter the "Campaign Name" and Description
You can also copy and paste the name into the description field
5. If the campaign is not permanent, enter the start and end dates
Click the checkbox if it is a permanent campaign
6. This section is optional but the more information you provide the better tracking and reporting you will receive
7. Select the correct responsible employee for the campaign
8. This is an optional field, but will help you track the effectiveness of the campaign by entering the number of jobs or amount of profit you want to see from the campaign
9. Enter the start and end dates for achieving the goal (optional)
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