Creating Campaigns

Enter a descriptive code to identify the campaign.

If this campaign is part of a roll up, select the descriptive name of the parent roll up of which this campaign is a part.

Select an objective from the available options to describe what you will accomplish with this campaign.

Select the position of the campaign in its life cycle.

Displays the descriptive name of the user who is primarily responsible for the campaign.

Enter the date when the campaign begins and ends. Start and end dates for campaigns that are part of a roll up campaign must be within the range of the parent campaign.

Select the monetary unit with which the campaign is funded.

Select an industry group from the lookup.

Enter a detailed description of the campaign.

Select this check box to if you want a security verification process to be performed to determine if the user has authority to view the campaign. If this option is not selected, the campaign is considered to be unsecured, and all users will have access to it.

Select a sponsor name from the lookup table.

Select this check box if the sponsor is external.

Select the department that is funding the campaign.

Enter the amount of money allocated for the campaign.

Click to insert another sponsor or budget source.

Select the cost type description that uniquely identifies the main purpose of the expense.

Displays the category to which the cost belongs.

Displays whether the cost type is defined as variable or fixed.

Enter the cost of one unit of the product or service to be measured in this cost metric.

Enter the amount that you expect to pay for all units of the product or service to be measured in this cost metric.

Enter the amount that you actually pay for all units of the product or service measured in this cost metric.

The sums of all planned costs and all actual costs.

Click to calculate total values.

Click to add a new cost.

Click to access the Attributes page. The Attributes page displays any defined attributes associated with the campaign. When selected, the Attributes page is included in the component tab navigation until you exit this campaign and select another.

Click the activity name of a campaign to access details about the activity, where you can define additional activity attributes for the selected activity.

Click to add a new activity.

Click to clone a selected activity. Select activities by selecting the check box beside the activity name. When you clone an activity, all associated costs and metrics are included, but can be edited.

Enter a descriptive name to identify the activity.

A unique code that identifies the activity. This code is generated automatically. Promotion is used to integrate PeopleSoft Marketing with PeopleSoft Order Capture by associating the order with the offer that is on the activity record.

Displays the position of the activity in its life cycle.

Enter the dates when the activity begins and ends. The activity start date cannot precede the campaign start date. The end date cannot exceed the campaign end date.

Select the objective that describes the purpose of this activity.

Select the priority of the activity. Your priority selection determines how multiple campaign activities are sorted when used.

Enter the amount of money allocated for the activity. The system accepts standard monetary formats, such as 10,000 USD.

Enter a date equal to or later than the end date. The end date allows the use of the activity by Sales beyond the activity's end date, for example, to allow time for late respondents in a mass mailing activity that has already ended.

Enter the means by which you convey the marketing message.

Enter the medium by which you convey the marketing message. For example, in a broadcast campaign you might use the channel types radio and television. Selection of the marketing channel may change the appearance of the Activities page display.

This field appears only when the activity is Broadcast and the marketing channel is TV or Radio.

If the channel execution is Sales Force, Order Capture, or Mail Correspondence, select the audience that you want to attach to the activity.

If the channel execution is Mail Correspondence, select a correspondence package. Correspondence templates are created in the Correspondence setup component.

If the channel execution is Sales Force, Order Capture, or Mail Correspondence, select the offer that you want to attach to the activity.

If the channel execution is Sales Force, Order Capture, or Mail Correspondence, select the collateral that you want to attach to the activity.

If the channel execution is Mail Correspondence, this field displays the date that the message package (email or mail) was sent.

If the channel execution is Order Capture, select the script to be used when the activity runs.

Because different channel types have different scripts associated with them, if an activity's channel type is changed the Script Name field is cleared and must be reselected.

Because sales users do not always understand the marketing jargon used in the marketing-oriented activity description, this field gives the campaign or marketing manager a place to include a description more tailored to the sales user's needs to aid the user in operating on the lead within proper context.

Specify appropriate follow-up actions to help the sales user correctly interpret and convert the generated lead.

Select the cost type description that uniquely identifies the main purpose of the expense.

Displays the category to which the cost belongs.

Displays whether the cost type is defined as variable or fixed.

Enter the cost of one unit of the product or service to be measured in this cost metric.

Enter the amount that you expect to pay for all units of the product or service to be measured in this cost metric.

Enter the amount that you actually pay for all units of the product or service measured in this cost metric.

The sum of all planned costs and the sum of all actual costs.

Click to calculate total values.

Click to add a new cost.

Select the metric by which to measure activity performance.

Displays the unit of measure in which the metric is calculated.

Enter the result that you expect the activity to produce.

Displays the result that the activity actually produces. The system populates this field with data from various tables and sometimes from multiple applications (such as PeopleSoft Sales and PeopleSoft Call Center).

Displays any difference between the forecast and actual values. Over expenditures appear as a negative number.

Click to add additional activity metrics.

Recalculates all attached metrics.

Select a trigger type. The trigger type determines when the system runs action requests and controls the field display on the Trigger Detail page.

Values are:

Date and Time: The system initiates campaign events on specified dates and times.

Metric to Metric: The system initiates campaign events when two metric results align as defined.

Metric to Value: The system initiates campaign events when a metric result matches a fixed amount.

Click to add the selected trigger type.

Enter a descriptive name for the trigger.

Displays the trigger type that you selected on the Marketing Programs - Trigger Summary page. Depending on the trigger type selection, different fields appear in the rest of the Select Condition region.

Select the date when the system is to run the trigger.

Enter the time when the system is to run the trigger. The system recognizes standard time formats, for example, 2:30 p.m. or 02:30 PM or 14:30.

Select a performance metric to apply against a corresponding campaign or activity. Metric One and Metric Two labels indicate that the metric is applied against the campaign or activity with the same designation.

Select a campaign against which you want to apply the metric. Selection of a campaign is required. Condition metrics may be applied against any running campaign.

This field displays the name of the current campaign.

Select an optional activity within the specified campaign. When an activity is specified, the metric applies only against that activity and no others within the campaign.

Select the operator by which to compare two metric results, or a metric against a fixed value. Operator values are:

• Equal to

• Greater than

• Greater than or Equal to

• Less than

• Less than or Equal to

• Not Equal to

Enter a fixed value against which the metric result is compared.

Select to run an activity within the current campaign when the trigger condition is true. Execute actions apply only to the campaign activity and not to the campaign itself.

Select to stop a campaign, or an activity within the campaign, when the trigger condition is true. If no activity is selected, the stop action applies to the campaign.

Select to notify a person when the trigger condition is true. Select the person to notify in the Send Notification field.

Select to generate an audience when the trigger condition is true. Select the audience to generate in the Generate Audience field. Schedule the Audience Generation Application Engine program to be run by the processor to generate the audience.

After the system attempts to run a trigger—whether successfully or unsuccessfully—it displays a result message. If the trigger execution attempt is unsuccessful, the result message indicates the nature of the failure.

Enter start and end dates and times between which the system checks for trigger conditions.

Select the schedule that determines how frequently the system checks whether trigger conditions have been met.

Enter dates when the system begins and stops checking whether trigger conditions have been met.

Select this check box if you want the trigger to recur.

The total count of records in the audience.

A count of the number of records that are duplicated in other audiences associated with the campaign.

Click to run a process to determine how many duplicated records exist in each audience. The process is scheduled to run immediately. How long it takes to complete the process depends on the size of the list and other processor activity.

Click to run a process to eliminate duplicated records. Records in the audience with the highest priority value remain as the original record. Duplicated records in all audiences with a lower priority value are eliminated. The process is scheduled to run immediately. How long it takes to complete the process depends on the size of the list and other processor activity.

Enter a priority value to determine which records the system removes. The system removes lower-priority duplicates before higher-priority duplicates. Indicate the relative priority of the audiences by giving numerically higher numbers to lower-priority audiences. For example, an audience with a priority number of 99 is of lower priority than an audience with a priority number of 30. To prevent an audience from being modified, enter a priority value of zero (0).

Enter a descriptive name for the control group audience.

Select the manner in which the system selects specific records and people to place in control groups.

Select Every Nth to select records by an even distribution method. For example, for a control group consisting of five percent of the total audience, every 20^th record is selected.

Select Random to select records on a random basis.

Enter the smallest control group size that you consider acceptable. If the actual amount yielded by the selection process is less than the minimum, the process fails. The newly created control group audience is set to a status of Designed rather than Generated and a note is entered in the log indicating the reason.

Select the manner in which the maximum size of the control group is determined.

Select Fixed Amount to specify an actual maximum number. Enter the maximum number.

Select Percentage of Lists to determine the control group count as a percentage of the combined audience total. Enter the percentage of the total number of control group members to draw from each of the audiences. The total percentage must equal 100. To prevent control group members from being selected from a particular audience, enter zero as a source percentage for that audience.

Click to generate a control group. The control group creation process is scheduled and run immediately.

Click to cancel the control group definition before creating it. After you click the Create This Control Group button, the process cannot be canceled.

Select to measure campaign performance.

Displays the unit of measure associated with the selected metric.

Enter the result that you expect.

Displays the actual result. This field is populated with data from various tables and sometimes from multiple applications (such as PeopleSoft Sales).

Displays the difference between the forecast and actual values.

Click the Edit button to edit an existing metric. Click the View button to return the display to the view mode.

Click to delete an existing metric.

Click to add a new metric to the existing list.