Activity Management |  |
Activity Management (Campaign Management or Call Centre modules) allows the User to conduct all Activity related functions.
If you wish to create an Activity your first need to create a Campaign whichs mean you must have created an Account previously.
View Account Activities | ||
By selecting the Activity Management button, the User will be presented with a table of the Activities and summary information of Activities in the currently selected account.
This table will only display Activities which the User has permissions to View.
View All Activities | ||
When viewing the Account Activities you can choose to display the Activities for all Accounts option.
This table will only display Activities which the User has permissions to View.
Search for an Activity | ||
There are 2 methods to search for a Activity. The first is on the Banner Section using the Global Search function. (see Global Search section)
The other method offers more fields and options to refine the search and can be accessed by selecting Activity Management from the Menu Bar then selecting Search Activities from the Left Menu Section.
The User can search for a Activity or a list of Activities by filtering on the following criteria:
Displays:
- Account
- Campaign
- Activity No.
- Activity
- Status
- Step
- Start Date
- End Date
Create an Activity | ||
If the User has Create Activity privileges, then this option is available in the Left Hand Menu.
All required fields are in bold
| Field | Description |
|---|---|
| Campaign | The Campaign for the new Activity |
| Activity | Activity name |
| Channel | The Communication Channel for this Activity |
| Status | Account status, either Active or Void |
| Description | Description of the Activity |
| Start Date | The Date this Activity is due to start |
| End Date | The Date this Activity is due to end |
| Reference Code | An external Reference Code for this Activity |
| Budget | The Budget allocated to this Activity |
| Cost to Date | The current total of costs incurred for this Activity |
If you select a channel when creating the Activity you will then be able to edit the Channel details from the the Channel tab.
Add an Activity Note | ||
Notes can be used to store additional or background information. The User can create a Note by selecting the Add Note link in the Left Menu Section.
View an Activity | ||
Customer Lists tab | ||
Customer Lists tab - view all Customer Lists for an Activity
Displays:
- List Name
- Description
- List Source
- Customers in List
Fulfilments tab | ||
Fulfilments tab - view all Fulfilments for an Activity
Displays:
- Customer
- List Name
- Type
- Date
- View/Edit/Delete Operations
Telemarket tab | ||
Telemarket tab - view a Telemarket for an Activity
Displays:
- Telemarket
- Description
- Status
- Step
Channel tab | ||
Channel tab - view a Channel for an Activity
Displays:
- Name
- Description
- View/Edit Operations
Notes tab | ||
Notes tab - view all Notes for an Activity
Displays:
- Date Note was created
- Date Note was updated
- Short description
- View/Edit/Delete operations
Edit an Activity | ||
This function is accessible from the Left Menu Section. It allows the User to change and update any Activity details.
When editting the Activity you can select/unselect a Channel. The Channel details can then be edited from the Channel tab.
Delete an Activity | ||
Add or Remove a Customer List | ||
This option allows you to associate a Customer List with an Activity. This allows you to target these Customers for this Campaign and easily search for them when creating Fulfilments and Responses.
Add or Remove a Telemarket Activity | ||
This option allows you to associated a Telemarket with an Activity. This will allow you to search an Activities Customers when creating a Customer Response to the Telemarket.
Changing the Activity Step | ||
An Activity can be in one of three Steps. This option allows you to change the current step to one of the following.
Steps
- Pending - When the Activity is in this step Customer Lists and a Telemarket can be assigned to the Activity
- Started - When the Activity is in this step Customers can be Fulfilled and Telemarkets Responded too.
- Finished - When the ACtivity is in this step Customer Lists and Telemarkets can not be assigned. Also Fulfilments and Responses can not be created for this Activity/Telemarket.
During the transitions between steps Customers are indexed so they can be searched more easily when Creating Fulfilments and/or Telemarket Responses. (This may take some time if the Activity has a large number of Customers in associated lists)
Create or Edit an Activity Fulfilment | ||
This option allows you to search for customers in this Selected Accounts
"Started" Activities and Customer Lists.
After searching you click the "Create/Edit Fulfilment" link next to the desired Customer in the results. This displays a screen with the input fields below.
All required fields are in bold
| Field | Description |
|---|---|
| Activity | The Activity for this Fulfilment |
| Reference Code | The Reference Code of the selected Activity |
| Customer | The Customer for this Fulfilment |
| Date | The Date this Fulfilment was made |
| Type | A description of why this Fulfilment is being created |