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en:gui5:handbuch:kapitel_2:2.01.14_basic_-_kampagne [2020/02/07 11:53] peter [Master Sheet] |
en:gui5:handbuch:kapitel_2:2.01.14_basic_-_kampagne [2021/11/30 15:09] (current) alexandra [Misc] |
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The mask consists of the following elements: | The mask consists of the following elements: | ||
- | =====Master Sheet===== | + | =====General Data===== |
- | {{:gui5:handbuch:kapitel_2:2.01.13-01-a.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_14.37.14.png|}} |
- | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_14.37.34.png|}} | |
- | {{:gui5:handbuch:kapitel_2:2.01.13-01-b.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-09-25_um_14.37.42.png|}} |
* **Basic Information:** | * **Basic Information:** | ||
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* **Status:** This field indicates whether the campaign is entered, active or completed. When a new campaign is created, the system enters a default value in this field. Further characteristics (interrupted, terminated) can be defined by the administrator. | * **Status:** This field indicates whether the campaign is entered, active or completed. When a new campaign is created, the system enters a default value in this field. Further characteristics (interrupted, terminated) can be defined by the administrator. | ||
* **Description:** This field describes the project. | * **Description:** This field describes the project. | ||
- | * **Type:** In the type field, defined types of campaigns (for example, e-mail, television, mailing, trade fair, etc.) can be assigned in the collections (see administration guide). | + | * **Campaign Category:** In the type field, defined types of campaigns (for example, e-mail, television, mailing, trade fair, etc.) can be assigned in the collections (see administration guide). |
- | * **Period from/to:** The from field defines the expected start and the To field defines the expected end of the campaign. An entry for these fields is mandatory. | + | * **From/To:** The from field defines the expected start and the To field defines the expected end of the campaign. An entry for these fields is mandatory. |
- | * **Comment:** This field allows you to enter comments about the customer. | + | * **Note:** This field allows you to enter comments about the customer. |
- | * **Contacts:** This field identifies the companies as target group for the campaign. The contacts can be defined and modified in the [[..:kapitel_2:2.01.13_basic_-_kontakt|contacts]] mask. | + | |
- | * **Contact Person:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | + | * **Companies:** This field identifies the companies as target group for the campaign. The contacts can be defined and modified in the [[..:kapitel_2:2.01.13_basic_-_kontakt|contacts]] mask. |
+ | * **Contact Persons:** This field identifies the contact person at the customer (see mask [[..:kapitel_2:2.01.21_basic_-_ansprechpartner|contact person]]). | ||
* **Reactions to Campaign:** In this field, the reactions to the campaign can be inserted for the individual contact persons. | * **Reactions to Campaign:** In this field, the reactions to the campaign can be inserted for the individual contact persons. | ||
- | =====Targets & Finances===== | + | =====Objectives & Financials===== |
- | {{:gui5:handbuch:kapitel_2:2.01.13-02.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_10.55.46.png|}} |
- | * **Targets:** Here you can define the goals of the campaign. These goals can be managed in the mask [[..:kapitel_2:2.01.15_basic_-_kampagnenziel|campaign goal]]. | + | * **Goals:** Here you can define the goals of the campaign. These goals can be managed in the mask [[..:kapitel_2:2.01.15_basic_-_kampagnenziel|campaign goal]]. |
- | * **Finances:** | + | * **Financials:** |
* **Budget:** The budget for the campaign can be defined here. | * **Budget:** The budget for the campaign can be defined here. | ||
- | * **Planned Effort:** This field defines the expected expenses for the campaign. | + | * **Estimated Effort:** This field defines the expected expenses for the campaign. |
- | * **Plan Costs:** The planned costs of the campaign are entered here. | + | * **Estimated Cost:** The planned costs of the campaign are entered here. |
- | * **Actual Effort:** Here you can enter the actual expenses of the campaign. | + | * **Actual Time:** Here you can enter the actual expenses of the campaign. |
- | * **Actual Costs:** The costs incurred for the campaign are entered here. | + | * **Actual Cost:** The costs incurred for the campaign are entered here. |
- | =====Miscellaneous===== | + | =====Misc===== |
- | {{:gui5:handbuch:kapitel_2:2.01.13-03.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2020-10-02_um_11.00.11.png|}} |
- | * **Technical Settings & Details:** | + | * **Technical Details:** |
- | * **int. Key:** This alphanumeric field clearly identifies the campaign in the system. | + | * **InternalKey:** This alphanumeric field clearly identifies the campaign in the system. |
- | * **Projekte:** Here you can add the projects that have been won through campaigns. The [[gui5:handbuch:kapitel_2:2.02.02_projekt|projects]] can be defined and changed in the project mask. | + | * **Projects:** Here you can add the projects that have been won through campaigns. The [[gui5:handbuch:kapitel_2:2.02.02_projekt|projects]] can be defined and changed in the project mask. |
=====Actions===== | =====Actions===== |