Creating a campaign
The creation and definition steps of a campaign depend on the type of campaign you want to work with.
It consists of four main steps:
- General: definition of the campaign metadata.
- Roles: definition of the roles in the campaign.
- Data model: definition of the data model, the structure of the data to be managed.
- Workflow: definition of the workflow controlling the transitioning of tasks from one state to another.
For more information on the creation and definition of each type of campaign and for different scenarios, see Defining the Resolution campaign, Defining the Merging campaign, Defining the Grouping campaign or Defining the Arbitration campaign.
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