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Campaign- How to setup template for Lead Comm Medium?

Former Member
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When creating a Campaign, under Channel, the Communication Medium 'Activity' is available.  When selecting 'Activity' we can then select an Activity Template.

However, when selecting Communication Medium 'Lead', no Lead Template is available.

What is a template, and how do we set one up for for Comm. Medium 'Lead'?

Thank you,

Wally

Accepted Solutions (0)

Answers (1)

Answers (1)

kevin_wang9
Advisor
Advisor
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Hello, Wally,

Based on your description, I'm afraid you didn't create the lead template firstly. You could create it in WEB_UI page.

This help document explains more regarding the templates in CRM marketing.

Transaction Templates in Marketing - Campaign Management - SAP Library

Please let me know if you have any further question here.

Regards,

Kevin

Former Member
0 Kudos

Kevin, thank you for the response.

I do not see the Lead Template under CREATE-

Below is the config-

What am I missing to allow the Lead Template to display under CREATE?

Thank you again,

Wally