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Field reference

Email Campaign

How to use Email Campaign in Marketing: access, working steps, fields, related records and troubleshooting.

Sales & MarketingUpdated 12 October 2026Configuration-aware guidance
Open Email Campaign ↗Module guide

Purpose and access

Maintain campaigns and permitted audience information. Record campaign ownership and related leads. Outbound messages require approved recipients and properly configured communication settings; a campaign record alone does not send a message.

This page is a record page in Sales & Marketing → Marketing. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: Campaign, Email Campaign For, Recipient, Start Date.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Email Campaign from Sales & Marketing → Marketing, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Campaigncampaign_nameLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Campaign

Email Campaign Foremail_campaign_forSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Lead
  • Contact
  • Email Group
RecipientrecipientDynamic Link
Required		Select the record identified by the associated document-type field. Verify both the type and the linked record.
SendersenderLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

Start Datestart_dateDate
Required		Choose the business date required for this field. Confirm its relationship to other dates on the record.
End Dateend_dateDate
Optional · Read-only		Choose the business date required for this field. Confirm its relationship to other dates on the record.
StatusstatusSelect
Optional · Read-only		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Scheduled
  • In Progress
  • Completed
  • Unsubscribed

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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