Open any contact item that has been converted to the Eurekaware form. Click Campaign tab.
Select the Campaign and specify the start date you wish the campaign to start and click add. Eurekaware will create Campaign tasks
associated to this contact for each Campaign Template in this campaign.
The due date for each of these Campaign Tasks will be the the start date
specified and the days out listed on the associated Campaign Template.
If there is a Document Template associated with the Campaign Template, then
EurekaWare will create a new document using that document template, merge any
contact fields and create a short cut to the new document in the Notes section
of the Contact record.
To remove all campaign tasks linked to a campaign, simply select the Campaign from the Campaign dropdown in the the Remove Campaign Section and then click delete.
Click the Activities field and you will see the new Campaign Tasks that were created. Notice, EurekaWare icon (Phone and Letter) for these Campaign Tasks.
Next: Using Campaign Tasks