Campaign - Main

This page is used to define basic information about a campaign.

Open this page using Menu > Sales & Marketing > Campaign > Search.

Description of Page

Campaign is the user-defined code that uniquely identifies the campaign. The campaign's description appears adjacent.

Description briefly describes the campaign.

Campaign Status describes the state of the campaign. Refer to Lifecycle of a Campaign for more information.

The following fields contain values to be defaulted onto this campaign's orders. The user who takes the order may override these default values. Note well, these default values are only applicable for new persons - they will not override field values defined on existing persons.

• The system requires all persons to be defined as either a Person or a Business. Use Default Person / Business to define the default value for persons created by this campaign's orders.

• Every person contact defined for a person must reference a person contact type. Use Default Person Contact Type 1, Default Person Contact Type 2, and Default Person Contact Type 3 to define the first three person contact type defaults for persons created by this campaign's orders.

  Note: Person Contact Types appears when the Legacy Person Phone and Email Option Type on the Customer Information Options Feature Configuration has not been enabled
• Every phone number defined for a person must reference a phone type. Use Default Phone Type 1 and Default Phone Type 2 to define the first two phone types defaults for persons created by this campaign's orders.
  Note: Phone Types appears when the Legacy Person Phone and Email Option Type on the Customer Information Options Feature Configuration has been enabled.

Premise Usage controls if and how this campaign's orders use premises. You have the following options:

• Select Not Allowed if this campaign's orders do not reference a premise.
• Select Optional if this campaign's orders do not have to reference a premise. This option also means that a new OR existing premise may be specified on the order. Note, if an order references a new premise, the premise will be created when the order is completed.
• Select Optional - Existing Premise Only if this campaign's orders do not have to reference a premise. This option also means that only an existing premise may be specified on an order.
• Select Required if this campaign's orders must reference a premise. This option also means that a new OR existing premise may be specified on the order. Note, if an order references a new premise, the premise will be created when the order is completed.
• Select Required - Existing Premise Only if this campaign's orders must reference a premise. This option also means that only an existing premise may be specified on an order.

The following fields contain values to be defaulted onto this campaign's orders. The user who takes the order may override these default values. Note well, these default values are only applicable for new premises - they will not override field values defined on existing premises.

• The system requires all premises to reference a premise type. Use Default Premise Type to define the default value for premises created by this campaign's orders.
• Every geographic ID defined for a premise must reference a geographic type . Use Default Premise Geo Type to define the default value for premises created by this campaign's orders. Refer to Premise Geographic Types Are Populated In An Unusual Way.

Account Usage controls if and how this campaign's orders use accounts. You have the following options:

• Select Not Allowed if this campaign's orders do not reference an account.
• Select Optional if this campaign's orders do not have to reference an account. This option also means that a new OR existing account may be specified on the order. Note, if an order references a new account, the account will be created when the order is completed.
• Select Optional - Existing Account Only if this campaign's orders do not have to reference an account. This option also means that only an existing account may be specified on an order.
• Select Required if this campaign's orders must reference an account. This option also means that a new OR existing account may be specified on the order. Note, if an order references a new account, the account will be created when the order is completed.
• Select Required - Existing Account Only if this campaign's orders must reference an account. This option also means that only an existing account may be specified on an order.

The following fields contain values to be defaulted onto this campaign's orders. The user who takes the order may override these default values. Note well, these default values are only applicable for new accounts - they will not override field values defined on existing accounts.

• The system requires all accounts to belong to a customer class. Use Default Customer Class to define the default value for accounts created by this campaign's orders.
• An account may reference an account management group. Use Default Acct Management Group to define the default value for accounts created by this campaign's orders.

If a user holds one of the campaign's orders, they can have a To Do entry generated on a future date to remind them about the order. Use Default Hold To Do Role to define the group of users to whom the To Do entry will be sent. Note well, the user who holds an order can indicate that the related To Do entry should be addressed to a specific user ID rather than a Role.

Use Order Open Option to define the page that is displayed when a user adds a new order for this campaign. This field is only relevant when the order transaction is invoked in "add mode" and a campaign is passed to this transaction (e.g., if a user adds an order from the Applicable Campaigns Zone).

A user can be automatically transferred to a different transaction when they complete an order. Refer to Supported Business Processes for examples of transactions that we anticipate being used. Use Navigation Option to define this transaction. Note,

• Leave Navigation Option blank if the user should remain on the order transaction after completion.
• You can setup Navigation Options to transfer to the user to a tab other than the main tab.

If a user is allowed to complete this campaign's order's without selecting a package,

• Turn on Allow Order Compl w/o Package and
• Use Order Compl w/o Package Label to define the message to appear in the button used to complete such orders.

Use Long Description to provide an overview of this campaign.

The grid at the bottom of the page summarizes this campaign's questions and miscellaneous fields. To change this information, press the adjacent go to button (which will transfer you to the Questions and Misc Fields tab). To add additional information, transfer to the Questions and Misc Fields tab and press the + button.