Setting module options
You will set up the Campaign Management module according to the method your organization uses to track and process data. These options apply to all campaigns.
About Source Code ID Mode
This setting determines whether source codes will be generated manually or automatically.
- Manually - When enabled, the Manually-Assigned option governs the Set up module page's Source Code Name Format field and the source code Definition tab's Code field:
- The Source Code Name Format field is disabled.
- The Code field is editable until the source code is saved; once saved, the Code field cannot be edited.
- The Code field is blank when first creating a source code.
- You must enter a unique value in the Code field to save a source code.
- Automatically - When enabled, the Auto-Assigned option governs the Set up module page's Source Code Name Format field and the source code Definition tab's Code field:
- The Source Code Name Format field is enabled.
- The Code field is read-only.
- The Code field populates automatically with a unique value when saving a source code.
About Budget level
You can track campaign costs by appeal or by source code.
Tracking by appeal
If the budget and costs are tracked at the appeal level:
- Total costs display at the campaign and appeal levels only.
- Users can view the Total Cost, Target Revenue, Predicted Response Rate, and ROI for a campaign.
- Users can enter and edit the Overhead Cost, Target Revenue, and Predicted Response Rate for an appeal.
- Users cannot view or edit costs for a solicitation or source code.
- Users can enter costs for an insert, but these costs are ignored in the campaign and appeal cost calculations.
Tracking by Source Code
If the budget and costs are tracked at the source code level:
- Users can view the Total Cost (estimated or actual), Target Revenue, Predicted Response Rate, and ROI for a campaign, appeal, or solicitation.
- Users can edit the Overhead Cost, Target Revenue, and Predicted Response Rate for a source code.
- Users can view the Total Cost (estimated or actual) for a source code.
- Users can enter costs for inserts, which are used for cost calculations.
- The Summary tab for a campaign, appeal, solicitation, and source code display Estimated Cost until output is generated. After generating output, Actual Cost displays. (For a campaign, appeal, or solicitation, the Summary tab displays the Actual Cost if output has been generated for any child source codes; otherwise, Estimated Cost displays.)
- The Calculate Estimated Costs button displays on the campaign, appeal, solicitation, and source code portfolio pages.
About Auto-map source codes when retrieving responses
If selected, this setting automatically maps source codes to orders, gifts, and pledges if a source code is not provided when synchronizing responses. The source code is obtained from the Events, Orders, or Fundraising module.
If the setting is not selected, iMIS does not recognize responses if an order, gift, or pledge does not have an associated source code.
Note: This feature applies only if one or more products are associated with an appeal.
To configure Campaign Management options
- From Campaign Management, select Set up module.
- Click the Options tab.
- Enable the desired options:
- Source Code ID Mode - Manually-Assigned or Auto-Assigned
- If Auto-Assigned is enabled, enter Source Code Name Format.
- Budget Level - Appeal or Source Code
- Auto-map source codes when retrieving responses - selected or not selected
- Click Save.
Synchronizing responses
Each time you synchronize responses, iMIS processes only those product sales that have occurred since the last time the process was run.
If you synchronize responses for an inactive campaign, no responses are generated. If you change a campaign status to Active and then synchronize responses, only those responses entered after activating the campaign are recorded. The responses entered when the campaign was inactive are ignored.
To synchronize responses
- From Marketing, select Campaign Management.
- Click Synchronize Responses.
Caution! Do not edit a campaign source code after processing responses for the source code.
Setting up reports and output processes
iMIS Reports and Output Processes tools give you the power to optimize communications within your organization and with outside contacts. By using templates and pre-built reports, your staff can be productive immediately. They can generate reports and e-mail messages, send MS Word letters, and export data to Excel spreadsheets or other analysis tools without detailed knowledge of database structure or report configuration.
Example: Generating opportunities
You can configure an output process to create opportunities automatically. This enables to use to identify contacts who respond to an initial request and therefore warrant additional one-on-one marketing efforts. You can also use this feature to create an opportunity for all contacts within a group, regardless of their campaign activity.
- Create a message (output process) that will create an opportunity of a specific type:
- Create a new document of the type Opportunity Creator.
- Select the desired Opportunity Type.
- Save the document.
- Add a source code to the solicitation that includes the new message.
- Configure the source code target list to include the desired contacts.
- Click Generate Output to create opportunities for the selected contacts.