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:
• • 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:
• • 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:
• • 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.