Add Marketing Plans

Before you add a marketing plan, you must have created at least one marketing plan template on which the plan will be based.

When you create a plan, you specify a name, code, and start date for it. Additionally, you can specify an end date and include a text description of your goals for the plan. After specifying this information, you can add appeals, marketing efforts, and other items to the plan.

1. From Marketing and Communications, select Marketing plans.

2. On the Marketing plans page, select Add a marketing plan. The Add marketing plan screen appears.

3. On this screen, you enter basic information about the plan. For detailed information about the items on this screen, see Add Marketing Plan Screen.

4. Select Save to save the plan.