An Overview of Campaigns, Packages and Orders

An order is used to define:

Demographic information about a customer / prospect.
Geographic information about the service address.
The customer's response to eligibility-oriented questions. For example, you can pose questions like: Who is your current service provider? / Would you like to pay automatically? / What is your date of birth?

After the above information is defined, the order transaction presents packages that may be offered to the customer. A package controls the various types of contracts that will be created if the customer selects the package.

Note: The customer must be eligible for a package. When you setup a package, you define its eligibility criteria. For example, you can setup a package that is only applicable to customers in Toronto who pay automatically and who commit to a one-year service contract.

If the customer elects to take a package, the order transaction sets up / updates the "V" (along with all of the ancillary things that happen when service is initiated). Please note that in addition to setting up the "V", it's also possible to populate / update other information when a package is selected. For example, you could have the system setup the customer's automatic payment options.

Note: An order can be completed without creating contracts. It is possible to use the order transaction to simply create / update persons and accounts. Refer to Marketing Surveys and Setting up a New Customer Prior To Using Start/Stop for more information.

All orders must reference a campaign. An order's campaign defines:

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 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.

Note: Bottom line. Campaigns allow you to define a group of packages that a customer is eligible to purchase. Every time a campaign is targeted at a customer, an Order is created. The information entered on the order qualifies the customer for one of the campaign's packages. If a customer elects to take a package, the "V" is setup / updated along with all of the ancillary things that happen when service is initiated, workflow processes are initiated, etc.