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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.

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:

Tracking by Source Code

If the budget and costs are tracked at the source code level:

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

  1. From Campaign Management, select Set up module.
  2. Click the Options tab.
  3. 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
  4. 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

  1. From Marketing, select Campaign Management.
  2. 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.

  1. Create a message (output process) that will create an opportunity of a specific type:
    1. Create a new document of the type Opportunity Creator.
    2. Select the desired Opportunity Type.
    3. Save the document.
  2. Add a source code to the solicitation that includes the new message.
  3. Configure the source code target list to include the desired contacts.
  4. Click Generate Output to create opportunities for the selected contacts.

See Also

Setting Up Campaign Management

Licensing and installing the module

Setting up security groups


ASI logo 10.6 Production Release. Updated 1/17/2006 4:22:28 PM
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