Adding a Campaign

To create a Campaign you must first have an existing activity plan and an existing filter. A Campaign is the use of an activity plan in association with a filter to create multiple activities on multiple contact records. Each Campaign is singular in that you cannot use the same Campaign name again because statistics are maintained for every step of the Campaign by Campaign ID (name).

You start with an Activity Plan but can modify it to suit your Campaign needs, you give the Campaign a name, and then use the Campaign with a filter to add the activities to multiple contact records. Once you have generated the Campaign you can modify or delete it but you cannot copy it or use the Campaign name again unless the Campaign name has been deleted from the Work with Campaigns screen.

To add a Campaign:

Key:

Menu:

What happens:

O

Other Options

the Other Options pop-up menu window appears

Z

work with campaigns

the work with Campaign screen appears

The Work with Campaign screen appears and if there are any previous Campaigns that have been saved, they will be listed. The screen looks like this:

Work with Campaigns

Type option(s), press Enter

2=Change 4=Delete 7=Generate/Update

 Opt

Campaign

Description

___

CR1

Customer Service calls. . . . . . .... .(example only)

___

NW1

NewsLetters to Customers . . . . . .(example only)

___

   

___

   

___

   
     
     

F3=exit . . .F5=refresh . . F6= create new Campaign . . . . F12=cancel

Use F6 to create a new Campaign:

Key:

What happens:

F6

the Campaign Definition screen appears

The screen looks like this:

Campaign Definition

Author:

__________

Owner: __________

Filter ID to use.

__________

F4 for list

Campaign ID:

___

 

and Description :

_________________________________________________

Default Plan ID:

___

F4 for list

Exclusivity Type:

_

X, O (optional)

What to do with these fields:

Campaign Definition

Field:

What value is used in this Field:

Author:

10 character prompt. Used for userID of person creating the Campaign. Default is the userID of the person signed on when the Campaign is being created but you can change to any other valid userID.

Owner:

10 character prompt. Used for userID of person who is to "own" the Campaign. Default is the userID of the person signed on when the Campaign is being created but you can change to any other valid userID.

Filter ID to use:

10 character prompt. Used for filter ID (filter name) that is to be used for the Campaign. You can use F4 for a list of existing filters.

Campaign ID

3 character prompt. Used to name the Campaign. This is the name that appears on the saved Campaign List and is used for all statistics information as the activities produced by the Campaign are completed.

and Description

50 character field used to describe the Campaign. It appears on the saved Campaign List

Default Plan ID

3 character prompt. Used for the Activity Plan ID (Activity Plan name) that is to be used for the Campaign. You can use F4 for a list of existing Activity Plans. This Activity Plan is used for the basis of the new Campaign.

Exclusivity Type

1 character prompt. There are 3 values for this prompt. Blank, X and O. They mean, Blank = Non Exclusive is the default, it will allow use of any contact record in this new Campaign - even if already has activities from another Campaign. X = Exclusive is basically a lock on contact records so that they may not be used by "other " new Campaigns until the Campaign activities are completed or dropped. O = Overriding, use of this Type of Campaign will complete all Campaign activities for any contact record that might exist in a previous Campaign.

When you Press Enter the Campaign Management screen appears. Note that it looks very much like the Work with Activity Plans screen:

Campaign Management

Campaign ID: ___

 ____________________________________

 

Author: userID

 

Owner: userID

   

Exclusivity: None

Default Plan ID: ___

               

Default Filter: __________

             
                     

Type option(s), change values, press Enter.

         

4=Delete 6=Mass Mailing 8=Activity Note

         

Opt

Act #

Date

Time

Pty

Type

Method

Docum, LitKit or Script name

Target User

Status

__

10

00/00/00

____

_

_

____

_____

__

___________

   

__

20

00/00/00

____

_

_

____

_____

__

___________

   

__

30

00/00/00

____

_

_

____

_____

__

___________

 

________

__

40

00/00/00

____

_

_

____

_____

__

___________

 

________

__

50

00/00/00

____

_

_

____

_____

__

___________

 

________

__

60

00/00/00

____

_

_

____

_____

__

___________

 

________

__

70

00/00/00

____

_

_

____

_____

__

___________

 

________

__

80

00/00/00

____

_

_

____

_____

__

___________

 

________

__

90

00/00/00

____

_

_

____

_____

__

___________

 

________

 F3=exit

 F7=fold/unfold

F12=cancel

What to do with these fields:

Campaign Management

Field:

What value is used in this Field:

Campaign #:

Display of the 3 character field used to name the Activity Plan in this Campaign. This is the name that appears on the saved Activity Plan List

Author:

Display of the 10 character field with the userID of the person creating the initial Campaign.

Owner:

Display of the 10 character field used for the userID of person who is to "own" the Campaign.

Exclusivity:

Display of the 1 character field defining the Type of Campaign. There are 3 values for this prompt. Blank, X and O. They mean, Blank = Non Exclusive is the default, it will allow use of any contact record in this new Campaign - even if already has activities from another Campaign. X = Exclusive is basically a lock on contact records so that they may not be used by "other " new Campaigns until the Campaign activities are completed or dropped. O = Overriding, use of this Type of Campaign will complete all Campaign activities for any contact record that might exist in a previous Campaign.

Default Plan ID:

Display of the 3 character field used for the Activity Plan ID (Activity Plan name) that is to be incorporated in this Campaign.

Default Filter:

Display of the 10 character field used for filter ID (filter name) that is to be run during generation for this Campaign.

Option 8

Use of this option to create an acivity note to go with the chosen line of the Activity Plan

Act #

Sort value used to number each step in the Campaign. Defaults are 10, 20, 30, etc. and the results in the initial Campaign will be identical to those steps used in the chosen Activity Plan. You can rearrange these values as suits.

Date

Date of the Campaign activity

Time

Begin time for the Campaign activity to occur

Pty

Priority of the step using the Importance and Urgency codes

Type

The type of Campaign activity (ACTN, INFO, and so on)

Method

The method by which the Campaign activity is completed (HDOC, FDOC, and so on) The second field indicates the direction (O=outbound, I=inbound, and N=none).

Docum, LitKit or Script name

The document, literature kit or script name to be used in the Campaign

Target User

Target user for the Campaign activity

Status

Status of the Campaign activity, updated by the system. PEND, COMPT, etc.

In addition to these fields you can use the following function keys:

F3 and F12

F3 exits Activity Plans and F12 takes you to the prior screen without saving anything that you have keyed

F7

F7 is used to fold/unfold the Campaign Management screen. There are several more fields available besides those already detailed. They are:

Fields:

What value is used in this Field:

End

Displays end time for Campaign activity. You may specify an end time to meet your needs

Code

8 character field to optionally code the Campaign activity. This code field appears on the ToDo list so it is important to key something that is relevant.

Remind

This field is used if the user wishes to be reminded of the Campaign activity before it is due. Every decimal represents six minutes. A break message will occur at the time chosen to the target userID. Example: to be reminded of an Campaign activity 12 minutes prior to it being due, enter 2 in the decimal space.

Grace

This field represents the amount of time between the due date and notification to the author that the Campaign activity has not been completed. The target may complete the Campaign activity any time before the grace period ends. When the grace period ends, a break message is sent to the author if the Campaign activity has not been acted upon.

Msg Tgt

Possible values of Y (Yes) or N (No). Yes means that a break message will be sent to the Target whenever the Campaign activity is changed or completed. N (No) means no message is sent

Msg Aut

Possible values of Y (Yes) or N (No). Yes means that a break message will be sent to the Author whenever the Campaign activity is changed or completed. N (No) means no message is sent

User Field A1

A six character alpha field for your use.

User Field A2

A one character alpha field for your use.

User Field A3

A one character alpha field for your use.

User Field N1

A five digit numeric field with no decimals for your use.

User Field N2

A nine digit numeric field that can contain a number with up to seven integers and two decimals for your use. You must enter the decimal point to separate the integers from the decimals.

Once you have completed all the fields that comprise your Campaign you must Press Enter to save it to the Campaign Management list. You will see the following message:

Campaign Added/Updated. Press ENTER to continue.

Press Enter again to Generate the Campaign. You will see the following prompts, use ALL defaults, do not change any of the prompts:

 Campaign Update Prompt

Update Campaign: ______________

  Submit the process to batch

  For choice Y=Yes:

  Job Queue. . . . . . . .

  Library. . . . . . . .

 

 

 

Y

  QBATCH

  *LIBL

 

 

 

 Y=Yes, N=No

  Name

  Name, *LIBL

A break message will occur on your session with the generation (compile) of the Campaign is complete. Press Enter to remove the message. If you examine the ToDo list of the selected target users in the Campaign you will see all of the campaign activities. They will be on each contact record in the Filter, as defined in the Campaign.