Determine How The Campaign Behaves

The final step before you're ready to setup the campaign involves defining a variety of behavioral functions as described below:

• You need to define how the campaign uses accounts and premises. Specifically, on a campaign you define if an account / premise is required / optional / not allowed on its orders. In addition, if an account / premise is required or optional, you can control whether new accounts / premises can be created when an order is completed (the alternative is to force each order to use an existing account / premise). These controls prevent the unwanted proliferation of new accounts and premises for campaigns that are targeted at existing accounts and premises.
• Many fields on an order (e.g., phone type, customer class, division, account management group) can be defaulted on orders created for new customers. You will see these fields on Order - Main. Think about each such field and whether a default value is appropriate. Keep in mind that the order taker can override any of these default values.
• An order taker can indicate that they want to hold an order if they need to do further research before continuing with an order. A background process (TD-ECBK) will create a To Do entry for held orders as a reminder to get back in touch with the customer on a future date. You can define the default To Do role assigned to such To Do entries when you create a campaign. Keep in mind that this value can be overridden when the order taker holds an order.
• You can indicate on a campaign the transaction to which the user should be transferred when orders are completed. Refer to Supported Business Processes for examples of how you might want to use this field.