Campaigns

This page is accessed via Trade Agreements > Campaigns.

A campaign is a connected series of activities to collect information and other required documents from suppliers in support of using a trade agreement or for other purposes. For example, a campaign helps to collect documents such as Bill of Material, Certificate of Origin for items from suppliers. Use this page to create, view, or modify an existing campaign.

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Adding a Campaign:

1. Enter a unique identifier in the Campaign ID field. You will use this ID when you refer to this campaign on other pages.
2. Enter the campaign name in the Name field.
3. Enter the campaign type ID in the Campaign Type ID field.
4. Select a domain in which this campaign will be active from the Domain Name drop-down list.
5. Enter a date in the Effective Date and Expiration Date fields which define the start and the end date of the campaign.
6. Enter a Reminder Duration which enables you to send reminders for specific days until the vendor submits all the required information of the campaign.
7. Select an option from the Perspective drop-down list. This will specify from whom you are collecting campaign information.
8. Enter the trade agreement ID in the Trade Agreement field. You are creating a campaign to collect information for this specific trade agreement.
9. Enter a country code in the Country of Import field. 
10. Enter additional information about the campaign in the Purpose field.
11. Enter the code that is externally used for the campaign in the External Reference Code field.
12. Enter a product classification type in the Product Classification Type field.

Note: Configure the "DISPLAY PRODUCT CLASSIFICATION DETAILS" logic parameter to display this field. For details, see Logic Configuration - GTM Campaign Configuration.

Involved Parties

Use this section to record parties involved in this campaign such as buyers, suppliers, etc. You can add as many involved parties as you require.

Adding an Involved Party:

1. Select an involved party qualifier from the Involved Party Qualifier ID drop-down list.
2. Enter the name of the party in the Involved Party field.

Note: The address information of the involved parties will be displayed in both the View and Edit windows.

3. Click Save.

Remarks

Use this section to add as many remarks as you require.

Adding a Remark:

1. Select a remark qualifier from the Remark Qualifier ID drop-down list.
2. Enter your remarks in the Remark Text field.
3. Click Save.

Reference Numbers

Use this section to record reference numbers that apply to this campaign. You can add as many reference numbers as you require.

Adding a Reference Number:

1. Select a reference number qualifier from the Reference Number Qualifier ID drop-down list.
2. Enter the reference number in the Reference Number field.
3. Click Save.
4. Click Finished.

Campaign Lines

Click New Campaign Line on the Campaign Lines tab to add a new campaign line.

If you are viewing or editing an existing campaign, campaign lines will be displayed in a grid.