Maintaining Campaigns

When you add an order, you must reference its campaign. An order's campaign controls:

  • The type of information defaulted onto an order. For example, you can setup a campaign to default a given account management group on all orders linked to this campaign. This account management group will then default onto accounts created when the campaign's orders are completed.
  • The eligibility-oriented questions that are posed to the customer when an order is taken. For example, the questions indicated above - Who is your current energy service provider? / Would you like to pay automatically? / What is your date of birth? - are all defined on the order's campaign.
  • The superset of packages that can be offered to a customer whose order references this campaign. An order's campaign defines the types of packages that may be selected.
  • In addition to the above, campaigns also control high-level eligibility rules and business process flows.

The topics in this section describe the campaign transaction.

Fastpath:

Refer to The Big Picture of Campaigns, Packages and Orders for general information about campaigns. Refer to The Big Picture Of Campaign Eligibility Rules for a discussion of how to control which campaigns can be used for different types of customers. Refer to Designing Campaigns and Packages for guidelines describing how to design your campaigns.