Campaigns and Marketing Activities

Learn to plan, execute and monitor marketing campaigns.

A campaign consists of one or more marketing activities. Campaigns target customers and interests based on information accumulated by sales, service and marketing employees.

You can:

  • Define customer-specific marketing activities (e.g. telephone surveys or mailings).
  • Determine the responsible rep (e.g. telemarketing agent, account manager).
  • Define the available responses from the target group
  • Edit the generated target group
  • Generate and edit activities, work orders or mailings
  • Generate mass mailings and faxes
  • Send SMS and e-mails
  • Trigger follow-up activities automatically based on responses
  • Monitor the results
Note: Note: If you are porting campaign templates between development and production systems, ensure that the field numbers 4 and 15 in the Activity Execution (AD) record are empty. If they are not empty, then after porting, manually update field number 5, else the execution of marketing activities fails.

Marketing Calendar

To add a new campaign:

  1. Select (Marketing) > New Campaign.
  2. The following options are available:
    • Empty Campaign: Creates a new campaign.
    • Use Template: Copies the data from an existing campaign template. You then need to customize the data in the new campaign:

Search for and select the desired campaign template.

The date entered in the campaign is not copied. Enter the desired date for the new campaign and click on OK. The campaign, including all associated marketing activities, is copied and rescheduled for the new date.

  1. Enter the relevant data in the fields, including the name of the campaign, the type, the rep responsible for the campaign as a whole and the start and end date.

  2. Save the record.
  3. Add the marketing activities that make up the campaign.

Quick Campaigns

Quick campaigns allow you to generate a letter for several persons, without needing to first add a campaign and associated marketing activities.

Quick campaigns are accessible from the result lists for companies, persons, persons in company and in queries.

  • Rows in query results may include data from multiple records, and may therefore contain multiple recipients that can be used by the quick campaign.

    If a row contains multiple possible recipients e.g. multiple records in the FI, FP, CP and PE info areas, the last record in the query row (in the last info area defined in the query) is used to determine the recipient.

    If a row does not contain any recipients, but contains data from one or more records, the standard link to the parent record in the last info area defined in the query is used to determine the recipient (e.g. the company a ticket is linked to). If several default links are available, e.g. for a company and a person, the recipient is determined in the order KP/CP/PE/FI.

  • If the results include several pages, only those (selected) persons on the current page are included.

To start a quick campaign:

  1. Start the company or persons search or execute a query that returns companies or persons.
  2. Select the records you wish to send a letter to. If you do not select any rows in the results list, the quick campaign is executed for all rows.
  3. Click on (Quick Campaign).
  4. Select a letter template and click on Load.

    Microsoft Word is started and you can edit the letter.

    The following data is added in the background:

    • A campaign of the type Quick Campaign
    • A marketing activity
    • An activity for each recipient
    • The letter document is added to the marketing activity as a document link
  5. When you close the document, you are informed of which marketing activity the letter was linked to. You can click on the link in the message to open the marketing activity.

Campaigns

A campaign consists of one or more marketing activities that take place sequentially. You can also add marketing activities that are not part of a campaign.

Adding Campaigns

To add a new campaign:

  1. Select (Marketing) > New Campaign.
  2. The following options are available:
    • Empty Campaign: Creates a new campaign.
    • Use Template: Copies the data from an existing campaign template. You then need to customize the data in the new campaign:

Search for and select the desired campaign template.

The date entered in the campaign is not copied. Enter the desired date for the new campaign and click on OK. The campaign, including all associated marketing activities, is copied and rescheduled for the new date.

  1. Enter the relevant data in the fields, including the name of the campaign, the type, the rep responsible for the campaign as a whole and the start and end date.

  2. Save the record.
  3. Add the marketing activities that make up the campaign.

Campaign Plan

The campaign plan provides you with a hierarchical overview of the campaign in a tree view. You can add and edit marketing activities, responses and other records.

To display the campaign plan:

  1. Select Campaign Plan from the campaign’s context menu. The tree view is displayed on the left.

You have the following options in the campaign plan:

  • Click on the arrows in the tree view to open and close the nodes in the tree.
  • Click on an entry in the tree view to display the record in the area on the right and edit it.
  • Click on to open a record’s context menu, in order to add new child records or delete the record.
  • You can create a report containing the campaign’s structure. Click on the desired export button to do so (e.g. (Export (HTML)).

Open Campaign Issues

You can display important information on a campaign that concerns you.

To view open campaign issues, select (Marketing) > Open Campaign Issues.

A list of open campaign issues is displayed. If you need to edit a target group, for example, this information is displayed next to the generated To-Do in the open campaign issues.

Campaign Graph

The Graph tab in a campaign or marketing activity record displays the structure of the campaign graphically. The campaign is displayed at the top. Marketing activities in the campaign are displayed with rounded corners, responses are displayed in ovals.

The following options are available:

  • Drag the graph to move it.
  • Use your mouse wheel to zoom.
  • Double-click on an empty area in the graph to revert the zoom level to 100%.
  • Double-click on an element in the graph (campaign, marketing activity or response) to open the corresponding record.