Setting up Basic Campaigns

Campaign Management helps your campaign staff set up and manage "basic" campaigns easily. For the purposes of this document, basic campaigns:

■    Contain few appeals and related solicitations

■    Generally use only one or two source codes per appeal

■    Use the Select and Send model – Select the target audience from the iMIS database or an external list, send communications to that audience, and track incoming responses

With Campaign Management, campaign staffers can:

■    Plan and define basic campaigns

■    Create and send appropriate communications material

■    Monitor campaign performance

What must be done before you can start?

You cannot set up a basic campaign until the following setup tasks are complete:

■    Define setup options for all campaigns

■    Set up security groups for campaigns

Putting it all together

The process of basic campaign management includes the following actions:

■    Plan the campaign

■    Define the campaign

■    Define the appeals and solicitations in the campaign

■    Specify communications efforts

■    Monitor and measure performance