Create a Record 

To create a new record of an entity or update details of an existing record, use the dedicated Create <Entity name> and Edit <Entity name> pages.

  1. On the All <Entity name> page (the page with the list of all entity records), click the Create <Entity name> button in the top right corner. For example, navigate the main menu to Marketing > Email Campaigns > Create Email Campaign.

    A new email campaign creation page

    Note

    An administrator can modify the default list of fields available on the page.

  2. Fill in all the required information.

    Note that mandatory fields are identified with the red asterisk.

    Available fields are usually gathered into logical sections. Click the section name to scroll the page to the fields that belong to this section.

  3. Save the new record by clicking one of the options in the save menu or discard it by clicking Cancel on the top right of the page.