Marketing Campaign List Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Most available columns show data from the Marketing Campaigns hub. In addition, you can use this tab to include columns that contain associated data. These are called "grid columns."

The list of columns in this topic includes all available grid columns. However, the grid columns that actually display on the Columns tab vary based on your selection in Grid Type on the General tab. The grid column labels begin with the grid type. For example, the each of the activities grid column labels begins with Activities - (Activities - Type, Activities - Start Date, and so on).

Contents

Field	Description
Marketing Campaign Name	This column displays the name of the marketing campaign.
Number	This column displays the numeric identifier for the marketing campaign.
Stage	This column displays the stage of the marketing campaign.
Organization	If you use organizations in DPS, this column displays the identifier for the organization in your firm that is responsible for pursuing the marketing campaign.
Project	This column displays the project associated with the marketing campaign.
Type	This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Budget	This column displays the amount budgeted for the marketing campaign.
Launch Date	This column displays the marketing campaign's launch date.
End Date	This column displays the marketing campaign's ending date.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Description	This column displays the descriptive title for the marketing campaign.
Organization Name	If you use organizations in DPS, this column displays the name of the organization in your firm that is responsible for pursuing the marketing campaign.
Organization Status	This column displays the status (active, inactive, or dormant) of the firm that is associated with the marketing campaign.
Audience	This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
Objective	This column displays the goal of the marketing campaign (for example, Lead Generation).
Actual Cost	This column displays the actual cost of the marketing campaign.
Revenue Goal	This column displays the amount of revenue your firm expects to generate from the marketing campaign.
Potential Revenue	This column displays the calculated sum of the estimated revenue (not weighted revenue) of all active opportunities that are associated with the campaign.
Actual Revenue	If you are using Accounting, this column displays the sum of the Compensation fields for all projects that are associated with the campaign. If you are not using account, this column displays the dollar amount for the actual revenue as entered directly in this field.
Campaign Manager	This column displays the marketing campaign manager.
Marketing Manager	This column displays the marketing manager who is responsible for the marketing campaign.
Manager 3	This column displays a third manager associated with the campaign.
Status	This column displays the status of the marketing campaign record: Active or Inactive.
First Action	This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
Current Action	This column displays the current action in the marketing campaign.
Next Action	This column displays the action that is scheduled to occur after the current action.
Universe	This column displays the total number of firms targeted by the marketing campaign.
Responses	This column displays the sum of the number of leads and the number of contacts.
Response Percent	This column displays the ratio of actual responses to the total number of firms targeted (the value in Universe), expressed as a percentage.
New Firms	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
Qualified Contacts	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, this column displays the number of qualified contacts associated with a marketing campaign.
Opportunities	This column displays the number of opportunities that are listed on theOpportunities&Projects tab of the Marketing Campaigns hub. .
Awarded Projects	This column displays the number of projects that are listed on the Opportunities&Projects tab of the Marketing Campaigns hub.
Create User	This column displays the user ID of the person who created the marketing campaign record in the Marketing Campaigns hub.
Create Date	This column displays the date on which the marketing campaign record was created.
Modify User	This column displays the user ID of the person who most recently modified the marketing campaign record.
Modify Date	This column displays the date on which the marketing campaign record was most recently modified.
Custom Currency Code	This column displays the currency code specified in the Marketing Campaigns hub.
Activities - Completed	The activity can be Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the firm associated with the activity.
Activities - Primary Contact	This column displays the name of the contact at the firm associated with the activity.
Activities - Primary Contact Bus. Phone	This column displays the firm contact's work telephone number.
Activities - Opportunity	This column displays the name of the opportunity associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Location	This column displays the location associated with the activity.
Activities - Notes	This column displays additional text that describes the activity.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - File Path	This column contains one of the following: The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link to open the file. The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the link to go to that address.
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Opportunities - Name	This column displays the name of the opportunity associated with the marketing campaign.
Opportunities - Number	This column displays the opportunity identifier.
Opportunities - Stage	This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.
Projects - Name	This column displays the name of the project.
Responses - Name	This column displays the name of the contact at the firm.
Contacts - Firm	This column displays the name of the firm where the contact works.
Responses - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Responses - Phone	This column displays the contact's business telephone number.
Responses - Address 1	This column displays the contact's street address.
Responses - City	This column displays the city from the contact's address.
Responses - State	This column displays the state from the contact's address.
Responses - ZIP	This column displays the ZIP code from the contact's address.
Responses – Firm Description	This column displays the description for the contact's firm listed on the Responses tab of the Marketing Campaigns hub.
Responses – Opportunity Description
Responses – Qualified Status	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, this column displays if the contact has been qualified or disqualified or is a new lead.
Responses – Status	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, this column displays the contact status (Active, Inactive or Terminated)
Responses - EMail	This column displays the contact's email address.