From the Campaigns screen, select the New button to launch the Campaign Wizard.
For the Basic Info step, you will set up the basic information for the campaign by completing the following fields:
Enter a Code and Name for the campaign.
For Begin Date, select the Calendar button and choose the date on which the campaign will start.
Select a Target SourceType (either a Segment or a Business Event) and a Category for the campaign by selecting the down arrow for each field and choosing a value from the list. The Target Source is the source the campaign will target, such as a segment from the database.
Note: You can optionally enter a description for the campaign.
Select the Next button to move to the next step in the wizard.
For the Offer step, you will add offers and promotions to the campaign.
Select the New button and choose an offer from the list.
Select the Next button.
For the Budget & Opt In (optional step), you can opt to enter estimates for the room revenue, room nights, food and beverage revenue, miscellaneous revenue and the estimated total cost for the campaign.
Under Estimate, you can optionally enter estimates for the room revenue, room nights, food & beverage, other (miscellaneous) revenue and the total cost.
Under Options, you can select from a number of options to filter the guest profiles you want to include in the campaign by selecting Email (profiles with emails), Guest Privacy (guests who have opted out of receiving emails) or Both.
Select Next.
For the Query step, you will configure a custom SQL query to the OPERA database.
Select the Query button.
Use the Query Builder to configure the SQL query to retrieve data from OPERA.
Select Next.
For the Schedule step, you will define the run schedule for the campaign.
Select the Schedule button.
Under Start, select a Start Date and enter a start time.
Under Repeat, select a repeat interval for the campaign.
Note: You can select Once Only if you do not wish to repeat the campaign.
Under Repeat Until, if your campaign is set up to repeat, you can choose either Indefinite or an end date for the campaign.
Select Next.
For the ESP step, select one or more ESPs for the campaign.
Choose the Select button and pick an ESP from the list and choose a template to use.
Select Next.
For the Review step, verify that your campaign is configured correctly and select the Finish button to save it. You can select the Previous button to return to previous steps and make changes.
