You can create and attach documents related to a campaign to a Campaign record.
Follow Follow these steps to create a Campaign Document and link it to an existing campaign:
- Open a new record from the Campaign Documents service, which is located in the - Campaign Management application by default.
- Enter name of the document in the Title field.
- Enter Description of the document.
- If the document uses a bulk messaging template, enter the name of the template in the Message Template field.
- This field links to the Message Templates service.
- See the "Message Templates" section in the " Bulk Messaging Configuration " chapter of the Aptify 5.5.1 Administration Guide and the "Composing a Bulk Message" section in the " Messaging " chapter of the Aptify 5.5 User Guide for information on Message Templates in Aptify.
- Enter the document's current status in the Status field. Typical options include Drafted, On Hold, Planned, and Production Ready.
- Enter Document Type.
- This field links to the Document Types service.
- This field links to the Document Types service.
- Save the record.
- Click the Attachments tab and add any document files to the record.
- Save and close the record.
- Open an existing campaign from the Campaigns Service.
- Click Documents tab.
- Click New icon in the sub-type toolbar to open a new record.
- Enter the name of the document in the Campaign Document field. Click OK.
- The document is added to the campaign.
- Save and close the record.