Create a Campaign

Create a campaign in the Service Cloud

  1. In the Service Cloud, go to the Campaigns tab and click New.
    Service Cloud Campaigns tab
  2. Select Communication as the "Campaign Record Type" from the drop-down menu. Click Continue.
    Service Cloud Campaign Record Type menu
  3. Under "New Campaign", enter the "Campaign Name".
  4. To allow the campaign to display in any search or drop-down lists, check the box for Active. Select In Progress from the "Status" drop-down menu.
    Service Cloud Campaign Status options
  5. In the "Business Unit" field, browse and select your business unit. If your business unit is not displayed, begin typing it in the look-up and click go.
  6. Enter any details or information in the "Description" field.
  7. If your campaign is a child of another campaign, select the "Parent Campaign".
  8. Under the "Type" drop-down menu, select Email. Leave the Restricted View checkbox unchecked. If checked, only the owner can view the campaign.
  9. The "Campaign Type" field is a text field used to allow informal grouping/filtering of various campaigns or emails. (optional)
  10. Under "Details", complete the "Start Date" and "End Date" fields. (optional)
  11. Click Save.