Automatically copying information from Marketing Operations to Campaign
You can configure campaign project templates that automatically copy project information from projects to campaigns. You can automatically copy the description, Start date, and End date so you do not need to enter this infomation twice.
When you create a campaign project template, select the Copy project attributes to campaign attributes checkbox to automatically copy project attributes to campaign. If this option is selected, you use the following workflow to efficiently fill out the Summary tab of the campaign project.
1.
Create an instance of the campaign project.
2.
Fill out the project information: the description, Start and End Dates, and the Security policy.
3.
Click Finish or Next.
The campaign attributes are automatically filled with the corresponding project attribute values.
If the Copy project attributes to campaign attributes checkbox in the template is not selected on the template, users can still copy the information with one click in the object instance. When creating instances from templates without the checkbox selected, the Copy project attributes to campaign attributes link copies project attributes to campaign.
1.
Create an instance of the campaign project.
2.
Fill out the project information: the description, Start and End Dates, and the Security policy.
3.
Click Copy project attributes to campaign attributes.
4.
The campaign attributes are automatically filled in with the duplicate information.
5.
Click Finish or Next.
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