J
jvt
I've created a campaign, in this case a seminar. For the contacts that
attended, I want to attach the campaign to their history, but "campaign" is
not an option in the "add history item" pulldown list. I know that I can use
"initiated by" to select seminar and then the specific campaign, but this
overwrites the already entered "initiated by" and destroys the CRM principle
of recording customer contacts seeing them evolve in the marketing funnel.
(For example, if somebody responds to a mailing and then attends a seminar,
you want to see both customer contacts and not just the last one).
attended, I want to attach the campaign to their history, but "campaign" is
not an option in the "add history item" pulldown list. I know that I can use
"initiated by" to select seminar and then the specific campaign, but this
overwrites the already entered "initiated by" and destroys the CRM principle
of recording customer contacts seeing them evolve in the marketing funnel.
(For example, if somebody responds to a mailing and then attends a seminar,
you want to see both customer contacts and not just the last one).