On the Campaign Response tab, enter information or observe any noted restrictions or requirements as needed.

• Parent Campaign

  This information is automatically entered based on the name of the campaign you selected to add this response to.

• Response Code

  Select an option from the list that reflects the type of response provided by the customer.

• Customer

  If an existing customer provided the response, then you can link that customer record to the response. To locate and specify a customer, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records. If the customer record does not exist, under Received From New Customer, specify the following details about the new customer:

  • Company Name
  • Last Name
  • First Name
  • Phone
  • E-mail
  • Fax
• Outsource Vendor

  You can specify an account or contact as the vendor who provided the response information. To locate and specify an outsource vendor, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records or to add a new record.

• Channel

  You can specify the channel from which the response was originated.

• Close By

  You can specify a date by when the response should be closed.

• Originating Activity

  You can link the campaign response to an activity, such as a phone call that you or someone else in your organization recorded. To locate and specify an activity, select a record from a filtered list in the Form Assistant pane, or click Lookup to search for other records.

• Subject

  Type in the subject of the campaign response.

• Owner

  By default this is set to be the creator of the record. Click the Lookup button to search for other records.