Setup Sequence
And now you're ready to set up your campaign. The following points describe the order in which this should be done:
- Setup any new column references required by the campaign's miscellaneous fields. You will have to leave the retrieve, validate and post algorithms blank until after the next step.
- Setup any new algorithms required by:
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- The packages' eligibility rules.
- The campaign's eligibility rules.
- The campaign's column references.
- Update the relevant column references with the appropriate retrieve, validate and post algorithms.
- Setup any new characteristic types required by the campaign's miscellaneous fields.
- Create the campaign using the information you designed above. Specifically:
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- You defined the question and miscellaneous fields under Determine The Properties Of Every Miscellaneous Field.
- You defined the eligibility rules under Determine The Eligibility Rules For The Campaign.
- You defined everything else under Determine How The Campaign Behaves.
- We recommend leaving the campaign's status as Inactive until all packages are entered.
- Create the campaign's packages using the information you designed above. Specifically:
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- You defined the question and miscellaneous field overrides under Determine If Any Properties Are Overridden On A Package.
- You defined the eligibility rules under Determine Package Eligibility Rules.
- You defined the instructions under Determine If Additional Instructions Are Required.
- Change the campaign's status to Active.
Note:
The default campaign on the installation record.
If the campaign you've setup is the "default" campaign used when a
user presses the Add Order button on Control Central, make sure to
specify it as the default campaign on the installation record. Refer to Setting up a New Customer Prior To Starting Service for more
information.