Campaign Management provides you the flexibility to view campaign information in a variety of ways. You can choose to:
■ Filter campaigns by desired criteria
■ Sort campaign lists by name or date
■ Change the default sort order
■ View the campaign structure to the level of detail you need
To filter campaigns by criteria
1. From Marketing, select Campaign definition.
By default, iMIS displays all Active campaigns for which you have security access privileges.
2. Choose a filter, if desired.
3. Select the campaign you want to view. The campaign overview displays.
The tabs along the top of the campaign display information about the campaign:
□ The Summary tab displays general information about the campaign.
□ The Profile tab displays general information for editing.
□ The Appeals tab displays the appeals associated with the campaign.
□ The Security tab displays access levels for defined security roles.
To sort the campaign list
1. From Marketing, select Campaign definition.
2. Click a column header to sort by that column.
Note: To change the default sort order when appeals are listed, edit the query named "(Default)" in CampaignManagement/DefaultSystem/Queries/CampaignAppealsList/. However, you cannot edit the query to change sort order if solicitations or source codes are displayed.
To view campaign details
1. From Marketing, select Campaign management.
2. Choose the level of detail to view:
□ Show / Hide Appeals
□ Show / Hide Solicitations
□ Show / Hide Source Codes