Designing Campaigns and Packages

Designing campaigns and packages can be simple or challenging. Factors that will influence the complexity of the design process include:

• Whether the type of goods and services marketed to your customers / prospects differs depending on some trait of the customer or the region in which they are located. For example,
  • Your company may have very straightforward packages that only differ based on whether the customer is industrial, residential or commercial. If this describes your company, the setup process will be simple.
  • Alternatively, your company might offer different packages to residential customers based on whether they pay automatically, whether they are a senior citizen, whether they purchases multiple services from you, etc. If this describes your company, then you'll have to define the various eligibility criteria and the respective packages applicable to customers who satisfy each criterion.
• Whether premises exist prior to order taking. For example, a company that distributes a commodity has a well-defined geographic area and therefore new premises typically don't arise when orders are taken.
• Whether your company offers many different types of goods and services.
• Whether your rates have charges / discounts that are only applied to some customers. For example, you might have discounts that are applied if the customer is a senior citizen or an employee.
• Which of the Supported Business Processes you implement.

The topics in this section provide a structured approach to design your campaigns and packages.

• Determine The Place Of Start/Stop
  
• Determine Which Types Of Service Agreements Are Created
  
• Determine The Different Start Options That Exist For Each Type Of Service Agreement
  
• Determine The SP Type (if any) For Each Service Agreement
  
• Determine The Method Used To Create Each Service Agreement
  
• Extract Algorithms From The Start Method
  
• Determine Which Combinations Can Be Grouped Under A Package
  
• Determine Package Eligibility Rules
  
• Extract Algorithms From The Eligibility Rules
  
• Extract Miscellaneous Fields From The Eligibility Rules
  
• Determine Additional Information That Is Required If A Package Is Selected
  
• Determine If There Are Additional Questions / Fields For Your Packages
  
• Determine If Additional Instructions Should Be Shown
  
• Determine If There Are Campaign-Level Fields / Questions
  
• Determine The Properties Of Every Miscellaneous Field
  
• Extract Characteristic From The Miscellaneous Fields
  
• Extract Column References From The Miscellaneous Fields
  
• Extract Algorithms From The Column References
  
• Determine Account / Premise Dependency For Each Column Reference
  
• Determine If Any Properties Are Overridden On Any Package
  
• Determine The Eligibility Rules For The Campaign
  
• Determine How The Campaign Behaves
  
• Setup Sequence