Maintaining Campaigns
When you add an order, you must reference its campaign. An order's campaign controls:
- The type of information defaulted onto an order. For example, you can setup a campaign to default a given account management group on all orders linked to this campaign. This account management group will then default onto accounts created when the campaign's orders are completed.
- The eligibility-oriented questions that are posed to the customer when an order is taken. For example, the questions indicated above - 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.
The topics in this section describe the campaign transaction.
Fastpath: Refer to The Big Picture of Campaigns, Packages and Orders for general
information about campaigns. Refer to The Big Picture Of Campaign Eligibility Rules for a discussion
of how to control which campaigns can be used for different types
of customers. Refer to Designing Campaigns and Packages for guidelines describing
how to design your campaigns.
Related Topics:
Parent Topic: Sales & Marketing