View campaigns for customer

View the active campaigns in which a customer is currently participating or is eligible to participate, or the completed campaigns in which the customer had previously participated.

About this task

The Campaigns tab is added to a customer profile when your company uses the Campaigns module. For an active and completed campaigns, the following information is shown:

  • Status
  • Name
  • Campaign Type
  • Campaign Start Date
  • Campaign End Date

Steps

  1. Search and locate the customer. See Search Customers for more information.
  2. Click the Campaigns tab.