Marketing Surveys

Some organizations conduct "marketing surveys" to determine general trends amongst their customer base. The following diagram illustrates how such a campaign might look:

Note the following about this campaign:

• If the campaign is used to establish new customers, you can define information to default onto orders created for new customers. Because marketing surveys are targeted at existing customers, you don't need new customer default information on the campaign.
• You can define questions to be posed to customers when an order is taken when you setup a campaign. For a "marketing survey" campaign, you'd define each of the survey questions and the permissible answers. When a customer is surveyed, an order is created and their answers are saved on the order.
• On a campaign, you can define additional fields to be updated on persons, accounts and premises when orders associated with the campaign are completed. For example, you could indicate that the account's override due date and automatic payment options should be confirmed when an order is taken. Because marketing surveys are typically only asking questions, you wouldn't need to define additional customer information fields to be confirmed. However, you can if you want.
• All campaigns need at least one eligibility rule. These rules control whether the campaign appears in the "eligible campaigns" content zone when a customer is selected on Control Central. These rules also control whether the campaign appears on an order's eligibility tree (campaigns that appear in this tree are alternate campaigns that may be used on the order). Our example has assumed that this is a residential customer survey and therefore it only needs a single eligibility rule. Refer to The Big Picture Of Campaign Eligibility Rules for more information.
• Because this campaign is used purely to manage a marketing survey, it doesn't need any packages. Packages are only necessary if service agreements are created when an order is completed.
• Because this campaign doesn't have packages, we have indicated that the button that allows orders to be completed without selecting a package is enabled. If you don't enable this button, a user won't be able to complete a marketing survey (and it is only during order completion when the "V" is updated with the information on the order). Notice that we have assigned the button a label of Complete Survey.
• This campaign should be setup to transfer the user to Control Central - Account Info after the survey is completed.