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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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This document shows the steps required to create a new Campaign.

Create the Group

Create the Campaign

Create the run

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titleCreating the Group - Click here to expand...

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.


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  1. Click in the Groups section of the screen.
  2. Click on the New button.
  3. Enter the name for the group.
  4. Click on OK.

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Creating the Campaign - Click here to expand...

Campaigns are used to control your marketing activities to entities within your TFS database.

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  1. Click in the Campaigns section of the screen.
  2. Click on the New button.
  3. Enter the Name of the campaign.
  4. Select the Folder where you want the out put of the campaign to be saved.
  5. Click on the OK button


NOTE

Campaigns can be made inactive but cannot be permanently deleted. Users cannot create streams or process marketing for a campaign that is inactive

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Creating the Run - Click here to expand...

The Run list displays all of the run records for a selected campaign. The Run list simply records the date that a particular campaign is (or should be) run. Each campaign will have one or more run records listed. A run is used to record the date that a campaign should be scheduled. It is recommended that the month and the year of the scheduled marketing campaign run is used for the name. This will assist with campaigns that are run monthly or quarterly, making them easy to identify. A marketing campaign must have at least one run record to process a marketing campaigns output.

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  1. Click in the Run section of the screen
  2. Click on the

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  1. New button.
  2. Enter the name for the run,
  3. Enter the date the run is scheduled to be run.
  4. Click on the OK button