Enhancing Campaign Notes and Files

In your efforts to effectively manage marketing campaigns, it’s essential to maintain comprehensive documentation and provide access to relevant resources. Notes and files associated with campaigns help ensure that campaign-related information is well-documented and easily accessible to the relevant stakeholders. Whether you’re jotting down campaign insights or attaching crucial files, the ability to add and manage these resources is essential for streamlined collaboration and campaign success.

Summary:

Maintaining clear documentation and providing access to relevant resources are key components of successful campaign management. By allowing users to add notes and attach files to campaign records, businesses can ensure that crucial information and resources are available to all stakeholders involved in campaign execution.

Solution:

To achieve effective campaign documentation and resource management, follow these steps:

To add a note to a campaign: 

1. Open a campaign record. 
2. Click Create New > Note. 

3. In the New Note popup window, enter a title for this note. 
4. Select the type of note to attach. 
5. In the Direction field, select whether the note originates within your company or from outside your company. 
6. Change the date and time for this note, if necessary. 

The current date and time appear, by default. 

7. In the Memo field, enter the note. 
8. Click Save. 
9. Repeat these steps for each note you want to document. 

To attach a file to a campaign: 

1. Open a campaign record. 
2. Click Create New > File. 

3. In the Attach From field, select the source of this file. 
4. Select the folder you want to store this file in. 
5. If the file source is the web, enter the URL of the file in the URL field. 
6. If the file source is your computer, click Browse next to the Select File field. 
7. If you want to set file encoding, select the encoding in the Character Encoding field. 
8. If you want this file accessible to those without login access to your account, check the Available Without Login box. 
9. Repeat these steps for each file you want to attach. 

Note: Files you associate with a campaign are not sent as attachments with email campaign events.