Viewing the Campaign List

The Campaign - List window lists your credit union-defined marketing campaigns. From the Campaign - List window, you can add or update a campaign. To open the Campaign - List window, under Cross Sell on the Portico Explorer Bar, click Administration. On the Administration top menu bar, click Campaigns, then click Campaign Management.

How do I? and Field Help

To add a new marketing campaign, click New. The Campaign - New window appears for you to create a new marketing campaign.

To modify an existing marketing campaign, click the request date to open the Campaign - Update window.

To delete an existing marketing campaign, select the marketing campaign row. Then, click Delete. When the confirmation message appears, click OK to confirm the deletion.

Click any of the column headings with an arrow to sort the grid in ascending or descending order by the column heading. The column heading with the bold arrow indicates the column the grid is currently sorted by.