After you plan the campaign, you are able to set up the campaign structure efficiently.
Business Goals
To define a campaign:
1. Enter basic information such as name, status, and start date.
2. Designate the general type of campaign. Use the defaults or custom types designed for your organization.
3. (optional) Enter predicted information, such as end date and predicted response rate.
If there is an existing campaign in place, you can create a new campaign quickly by copying it (cloning it) and editing it. See To clone a campaign.
If you delete a campaign, appeal, solicitation, or source code, all the lower levels of the hierarchy will also be deleted, regardless of status.
To create a campaign
1. Select Marketing > Campaign definition.
2. Click Add a Campaign.
3. Define the campaign:
□ Enter a Name and Campaign Code.
□ (optional) Enter a Status (Active or Inactive).
If the status is changed from Active to Inactive, the status of all child entities is set to Inactive.
If the status is changed from Inactive to Active, the status of child entities is not affected.
The status of a child entity cannot be changed to Active if any parent entities have an Inactive status.
□ Enter a campaign Type:
■ None
■ Annual – A campaign that occurs every year
■ Designated – Funds generated by the campaign that are committed to a specific entity
□ (optional) Enter a Start Date and an End Date.
□ (optional) Enter a Predicted Response Rate (the estimated percentage of contacts that will respond to the appeal) and the Last Response Date.
□ (optional) Enter a Description.
4. Click Save.
To clone a campaign
A cloned campaign is an exact duplicate of the original campaign with the following exceptions:
■ The Name and Campaign Code are different.
■ The Created Date equals the copy date.
■ The Created By field equals the user who copied the campaign.
■ The Start Date, End Date, and Reminder Date are adjusted automatically for the copied campaign.
■ The copy has the same structure as the original campaign, including all appeals, solicitations, and source codes.
■ All copied source codes contain the same inserts and messages as the original campaign.
■ Source lists are not copied.
■ If Campaign Management is configured to assign source codes automatically, all new source codes are regenerated automatically.
■ If Campaign Management is configured to assign source codes manually, all new source codes are formatted as 'Copy of (original code).' If this code already exists, the code is copied until a unique code is found: 'Copy (sequence #) of (original code).'
To create a new campaign quickly, you can clone an existing one and edit it.
1. Select Marketing > Campaign definition.
2. Select a campaign.
3. Click Save As.
4. Enter the new campaign Name, Campaign Code, and Type.
5. Click Save.
To edit campaign security settings
Default campaign security settings are set up when the Marketing Suite is set up. However, if you are authorized, you can grant specific users and/or groups access to a campaign.
1. Select Marketing > Campaign definition.
2. Create a campaign.
3. Click the Security tab.
4. Select an Access Mode:
□ Share (Everyone) – Grants everyone full control.
□ Private – Grants full access to those assigned to the project.
□ Advanced – Enables the Access Mode drop-down list and allows you to edit the access list. You can select one of the listed access areas or select Custom to choose from a list of defined security roles.
5. Click Save.