Campaign Management |  |
Campaign Management (Campaign Management or Call Centre modules) allows the User to conduct all Campaign related functions.
If you wish to create a Campaign you must have created an Account previously.
View Account Campaigns | ||
By selecting the Campaign Management button, the User will be presented with a table of the Campaigns and summary information of Campaigns in the currently selected account.
This table will only display Campaigns which the User has permissions to View.
View All Campaigns | ||
When viewing the Account Campaigns you can choose to display the Campaigns for all Accounts option.
This table will only display Campaigns which the User has permissions to View.
Search for a Campaign | ||
There are 2 methods to search for a Campaign. 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 Campaign Management from the Menu Bar then selecting Search Campaigns from the Left Menu Section.
The User can search for a Campaign or a list of Campaigns by filtering on the following criteria:
Displays:
- Account
- Campaign number
- Campaign name
- Status
- Start Date
- End Date
Create a Campaign | ||
If the User has Create Campaign privileges, then this option is available in the Left Hand Menu.
All required fields are in bold
| Field | Description |
|---|---|
| Campaign | Campaign name |
| Status | Account status, either Active or Void |
| Description | Description of the Campaign |
| Start Date | The Date this Campaign is due to start |
| End Date | The Date this Campaign is due to end |
| Budget | The Budget allocated to this Campaign |
| Cost to Date | The current total of costs incurred for this Campaign |
Add a Campaign 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 a Campaign | ||
Activities tab | ||
Activities tab - view all Activities for an Account
Displays:
- Activity No.
- Activity
- Campaign
- Account
- Status
- Step
- Start Date
- End Date
Notes tab | ||
Notes tab - view all Notes for a Campaign
Displays:
- Date Note was created
- Date Note was updated
- Short description
- View/Edit/Delete operations
Edit a Campaign | ||
This function is accessible from the Left Menu Section. It allows the User to change and update any Campaign details.
Delete a Campaign | ||
View Account Activities (Campaign Management or Call Centre modules) | ||
This function is accessible from the Left Menu and will display all Activites for the currently selected Account.
Refer - View Account Activities section.
Create an Activity (Campaign Management or Call Centre modules) | ||
Create an Activity for this Account.
Refer - Create Activity section.