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The Campaigns screen comprises three main areas:
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| title | Groups List - Click here to expand... |
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The Groups tree is used to organise your campaigns into logical groups. This helps when locating a specific campaign and allows the user to group similar campaigns together. It is worth taking time to think about the type of campaigns that will be created and planning out groups in advance. Example: End Of Financial Year. | Note |
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A group can only be deleted if there are no campaigns assigned to that group. |
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| title | How to Add a New Group - Click here to expand... |
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| - Click the Groups tree. A shadow will appear around the area to indicate that it is currently selected.
- Select the section to which the group will belong.
- Click the New button. The Marketing Management Groupdialog will be displayed.
- Enter the name of the marketing management group.
- Click the Short Name Copy button (
 ) if the Short Name is to be the same as the name field.
OR
Enter a short name. - Enter notes, if required.
- Click the OK button. The Marketing Management Group dialog will close and the new group will be added to the Groups tree.
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| title | Campaigns List - Click here to expand... |
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The Campaigns list displays all the campaigns that have been created for a selected group. The Campaigns list is simply a label - a name - for the campaign. It displays overview information about a campaign including a unique number, name, the folder location and the date the campaign was created. The context bar displays details of the currently selected campaign. When users create a campaign the context and campaign progress bars are refreshed to display details of the new campaign. Users may toggle to a different campaign by clicking the Campaign arrow buttons in the context bar ( ), or by highlighting the campaign in the list and clicking the Select button. Example: 20% Discount on Application Fees.
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| title | How to Create a New Campaign - Click here to expand... |
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A campaign cannot be created unless a location folder has been selected. The folder cannot be one that is shared with another campaign. By default, the folder will be located in the path of \[tfs folder]\The Finance Shop\Marketing\ |
- From the Groups list, select the group to which the new campaign will belong.
- Select the Campaigns list. A shadow will appeararound willappeararound the list to indicate that it is selected.
- Click the New button. The Campaigndialog will be displayed.
- Enter a name for the campaign.
- Click the Short NameCopy button (
 ) if the short name is to be the same as the name field.
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Enter a short name for the campaign. - A campaign number is automatically generated, but users may edit this number. If a duplicate value is entered a warning prompt will be displayed.
- Click the Folder popup button (
 ). The Browse for Folderdialog will be displayed. - Select the location of the campaign.
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Click the Make New Folder button.- Enter the name for the new folder.
- Click the OK button. The Browse for Folderdialog will close.
- Enter notes for the campaign, if required.
- Click the OK button. The Campaigndialog will close.
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Campaign folders can be modified. |
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| title | How to Delete a Campaign - Click here to expand... |
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| Campaigns can be made inactive but cannot be permanently deleted. Users cannot create streams or process marketing for a campaign that is inactive. - From the Campaigns list, select the campaign to be made inactive.
- Click the Delete button. The Delete Item prompt appears.
- Click the Yes button to make the item inactive.
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Click the No button to cancel the process.
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An inactive campaign can be made active again by repeating the above process. Select the inactive campaign and click the Delete button again. |
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To show/hide inactive campaigns, select the Filter icon in the toolbar ( ) |
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