Adding a Campaign

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To add a campaign:

1.Click Add on the menu bar, as shown in Figure 1 (Using Campaign Builder) or click Add a Campaign, as shown in Figure 1.

The campaign builder will lead you through the process of registering a new campaign.

2.Enter the name of your campaign and a brief description.

 

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Figure 1 Adding a Campaign

 

3.Click Insert and the inactive Campaign Details page is displayed, as shown in Figure 2.

 

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Figure 2 Inactive Campaign Details

This page lists the campaign items (groups, message, attachments, and delivery) and instructions concerning the campaign completion and activation. The campaign is incomplete until all the details are entered.

4.From the options in Groups, select the groups, as shown in Figure 3, to whom the campaign is addressed (by designation, department, and area). For more details, refer to Adding Groups. You can preview the recipients to confirm the target audience. Click Update Campaign Groups when you have selected a group.

 

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Figure 3 Choosing Groups

 

5.Select the campaign message from the Message options. For more details, refer to Adding Messages.

A preview is displayed, as shown in Figure 4.

 

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Figure 4 Choosing the Message

6.Click Update Campaign Message.

The Attachments page is displayed. You can include documents with your message to make your campaign interactive. These documents may include:

Survey
Address request update

 

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Figure 5 Choosing Attachments

7.Click the Change survey link, as shown in Figure 5.

The Surveys page is displayed, as shown in Figure 6.

 

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Figure 6 Attaching a Survey to a Campaign

8.Select the survey and click Save Changes.
9.Click the Change file attachments link, as shown in Figure 4.

The File Attachments page is displayed, as shown in Figure 6. As the campaign is in an incomplete stage, you can make the required changes and attach the modified file or a new file. Once you have attached the file, click Upload File. The Delivery page is displayed, as shown in Figure 7.

 

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Figure 7 Attaching Files to a Campaign

 

10. Enter the campaign delivery date and specify the time. Select the delivery method from the Delivery Method drop-down menu.

 

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Figure 8 Choosing Delivery Options

 

11. Click Update Campaign Schedule.

The Campaign Details page is displayed, as shown in Figure 8. You can:

Activate the campaign
Rename the campaign
Delete the campaign

 

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Figure 9 Activating a Campaign

12. Click the Click to Activate link to activate and submit the campaign after all the necessary modifications have been made.

Note: The tab Click to Activate is displayed only after all the details are entered.

However, if you do not want to activate the campaign now, you can activate it at a later stage. For more details, refer to Using Campaign Builder.