Campaign Management gives you the power to track different types of responses to a campaign. This allows your organization to:
■ Maintain a history of all customer responses to marketing efforts and every message that was sent
■ Define specific tasks that execute automatically when prospects respond or do not respond to solicitations
■ Generate personalized emails, faxes, and letters based on user-defined settings
Responses to solicitations are captured automatically. All tracking areas are synchronized, upon command, to consolidate responses. This tracking information includes:
■ Contacts associated with the source code
■ Non-responses and opt-outs
■ (optional) Financial transactions associated with the campaign (orders, events, gifts, pledges, billings)
Example display of responses to a solicitation
Tips for tracking responses
■ If you plan to track product orders associated with the campaign, make sure all appropriate products are set up.
Business goals
To track the responses to your campaign, you will:
1. Enter orders and associate them with a source code.
2. Synchronize responses.
3. View the results file or the summary pie chart of each level of the campaign.
4. (optional) Use communications tools to generate messages automatically when a response is received.
5. (optional) Use Process Manager to kick off projects or processes associated with each type of response or target group.