Adding a New Marketing Type

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marketing-automation

Overview

This guide provides a step-by-step process for adding a marketing type.

Steps

  1. Navigate to Setup
    - Go to "Setup".

creating_marketing_types_1.png

  1. Access Marketing Setup
    - Click Marketing Setup from the menu.

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  1. Add Marketing Type
    - Click the "Add" button and fill out the Name of the marketing type.
    -

creating_marketing_types_3.png

  1. Submit Changes
    - Enter the change control comment in the footer and click "Submit".

creating_marketing_type_5.png

Troubleshooting

  • Marketing Type reporting is available in Marketing Type Statistics panel and the Marketing Report.
  • Character Limit: 25 characters.