Vault CRM Campaigns
Campaigns allow customers to track accounts tied to individual marketing efforts. Campaigns and their respective targeted accounts can be loaded into Veeva or created by privileged users. Users can be granted permission to add or remove individual accounts from a campaign, and they also have the option of adding accounts from a stored account list to simplify mass entry.
If a manager needs a user to track a marketing promotion for a product, the user can create a campaign, add accounts, and track the information for each account.
Customers can extend the out-of-the-box campaign functionality using standard configuration to meet their unique business needs.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- Business Admin Users
Configuring Vault CRM Campaigns for
All Users
To configure this feature:
- Ensure Configuring Accounts is complete.
-
Grant the following permissions:
Object Object Permission Object Type Fields Field Permission campaign__v
R
n/a
n/a
n/a
campaign_target__v
CR
n/a
n/a
n/a
-
Add a custom tab for the campaign__v object and grant access to it for profiles creating campaigns on browser. Profiles with read privileges on the campaign__v object automatically have access to the Campaigns tab.
-
Activate VMOC records for the campaign__v and campaign_target__v objects. It is recommended to limit the records being synchronized to only those that are active. For example, set the Where Clause for the campaign__v object to “WHERE campaign__v_r.start_date__v__c <= TODAY AND campaign__v_r.end_date__v__c > TODAY”.
Using Vault CRM Campaigns as
Business Admin Users
Although users can view campaign targets on the iPad platform, campaigns can only be created on the browser platform. To create a Veeva campaign:
- Select the New action from the campaigns__v tab.
- Enter the campaign information and select Save.
- Select New Campaign Target to add accounts to the campaign.
