7.20 Process Campaign Maintenance

This topic provides the systematic instructions to maintain the campaign details.

On certain instances, based on some criteria an AMC may offer certain discount to the investors on a fund or group of funds or for all funds. Encouraging business by offering certain discounts to the investor is called Campaign. It is similar to the incentive/fee concept.

  1. On Home screen, type UTDCMPMN in the text box, and click Next.
    The Campaign Maintenance screen is displayed.

    Figure 7-25 Campaign Maintenance


    Description of Figure 7-25 follows
    Description of "Figure 7-25 Campaign Maintenance"

  2. On Campaign Maintenance screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 7-22 Campaign Maintenance - Field Description

    Field Description
    Campaign Code Alphanumeric; 10 Characters; Mandatory

    Specify the code to identify the campaign.
    Campaign Description Alphanumeric; 60 Characters; Mandatory

    Specify a name to the campaign.
    Campaign Start Date Date Format; Mandatory

    Specify the campaign start date.
    Campaign End Date Date Format; Mandatory

    Specify the campaign end date. The end date cannot be less than or equal to the Application date.
    Campaign Type Alphanumeric; 1 Character; Optional

    Specify the type of campaign. Alternatively, you can select campaign code from the option list. The list displays all valid campaign type maintained in the CAMPAIGNTYPES parameter list.

    Campaign Type Description Display

    The system displays the description for the selected campaign type.

    The system maintains CAMPAIGNTYPES parameter as follows:

    Table 7-23 CAMPAIGNTYPES

    Param Code Param Description Max Length (Param Value) Maintainable List of values
    CAMPAIGN TYPES Specifies the different campaign types 20 Yes Account opening date, Transaction date, Loyalty, Birthday.

Example 1 - Transaction campaign

Any Individual investor has done an investment more than 1000 TWD from 01-Jan-2017 to 01-Feb-2017 via e-mail will be eligible for the campaign. The system will setup Campaign CMP001 with following attributes:

Table 7-24 Transaction campaign

Attributes Values
Activity period Basis Transaction Date
Campaign code CMP001
Campaign Type Transaction campaign
Campaign Name New year campaign
Campaign Start Date 1-Jan-17
Campaign End Date 1-Feb-17
Activity Period from 1-Jan-17
Activity Period (to) 1-Feb-17
Minimum Investment 1000
Investor type Individual
Communication Mode E-mail
Fund Load Return value 5%
Overridden Load Return value 3%

Example 2 - Birthday Range campaign

Any Individual investor has done an investment more than 1000 TWD from 01-Jan-2017 to 31-Dec-2017 via e-mail and having birth dates between 01-JAN-1980 and 01-JAN-1985 will be eligible for the campaign. The system will setup Campaign CMP002 as follows:

Table 7-25 Birthday Range campaign

Attributes Values
Activity period Basis Birthday Range
Campaign code CMP002
Campaign Type Transaction campaign
Campaign Name Young Investor campaign
Campaign Start Date 1-Jan-17
Campaign End Date 31-Dec-17
Activity Period from 1-Jan-80
Activity Period (to) 1-Jan-85
Minimum Investment 1000
Investor type Individual
Communication Mode E-mail
Fund Load 101 (Return value 5%)
Overridden Load 104(Return value 2%)

Example 3 - New Investor campaign

Any Individual investor has done an investment more than 1000 TWD from 01-Jan-2017 to 31-Dec-2017 via e-mail and have opened account between 01-Jan-2017 to 01-May-2017 will be eligible for the campaign. The system will setup Campaign CMP003 as follows:

Table 7-26 New Investor campaign

Attributes Values
Activity period Basis Account opening date
Campaign code CMP003
Campaign Type Transaction campaign
Campaign Name New Investor campaign
Campaign Start Date 1-Jan-17
Campaign End Date 31-Dec-17
Activity Period from 1-Jan-17
Activity Period (to) 1-May-17
Minimum Investment 1000
Investor type Individual
Communication Mode E-mail
Fund Load 101 (Return value 5%)
Overridden Load 105 (Return value 1%)

Example 4 - Age Range campaign

Any Individual investor has done an investment more than 1000 TWD from 01-Jan-2017 to 31-Dec-2017 via E-mail and having age range between 20 to 40 will be eligible for the campaign. The system will setup Campaign CMP004 as follows:

Table 7-27 Age Range campaign

Attributes Values
Campaign code CMP004
Campaign Type Transaction campaign
Campaign Name Age campaign
Campaign Start Date 1-Jan-17
Campaign End Date 31-Dec-99
Age from 20
Age to 40
Minimum Investment 1000
Investor type Individual
Communication Mode E-mail
Fund Load 101 (Return value 5%)
Overridden Load 104(Return value 2%)

Example 5 - Loyalty campaign

Any Individual investor having successful deduction count above 60 months in onshore funds, will be eligible for the fee waiver for subsequent RSP/DRSP transactions. The system will setup Campaign CMP005 as follows:

Table 7-28 Loyalty campaign

Attributes Values
Campaign code CMP005
Campaign Type Loyalty campaign
Campaign Name Loyalty campaign
Campaign Start Date 1-Jan-17
Campaign End Date 31-Dec-50
Investor type Individual
Fund Load 101 (Return value 5%)
Overridden Load 104(Return value 0%)
Fund/Fund Type Onshore
Period Monthly
Transaction Type 41 (RSP)/45 (DRSP)
  • Fund Mapping Tab
    This topic explains the basic fund mapping tab of Campaign Maintenance.
  • Load Mapping Tab
    This topic explains the basic load mapping tab of Campaign Maintenance.
  • Campaign Criteria Tab
    This topic explains the basic Campaign Criteria tab of Campaign Maintenance.
  • Transaction Types Tab
    This topic explains the basic Transaction Types tab of Campaign Maintenance.

Parent topic: Set up Loads