Campaign Workform

Use the Campaign workform to automatically generate promotions. For more information, see Campaigns for Community Promotions.

The General view of the Campaign workform displays identifying information about the campaign and the period for which it is active.

Promotions created by campaigns use a combination of data from the Campaigns workform and community records to generate the required information for the promotion:

• The Name field of the promotion includes the campaign type and a unique ID for the promotion.
• The owner is inherited from the Owner field on the Campaigns workform.
• The Headline comes from the Organization Name field in the Community Record workform or the Event Name in the Event Record workform.
• The Midline comes from the Description field in the Community Record workform or the Event Record workform.
• The Footline displays the default text for the promotion. If the promotion is for an event, the event type (Event or Program), is displayed. If the promotion type is for a community record, Community Profile is displayed.
• The Campaign generated box is checked.