Difference between revisions of "Forms"

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*'''Set up''' an external campaign
 
*'''Set up''' an external campaign
 
   
 
   
==='''Add a Campaign'''===  
+
=='''Add a Campaign'''==
  
 
*Give it a descriptive, unique name. <br/>
 
*Give it a descriptive, unique name. <br/>
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*Choose the date the campaign will be '''available from''' and the date the campaign will be '''available until'''.<br/>  
 
*Choose the date the campaign will be '''available from''' and the date the campaign will be '''available until'''.<br/>  
 
*It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.
 
*It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.
 +
 +
=='''Edit a Campaign'''==
 +
*Choose the campaign you wish to edit.
 +
*Edit the incorrect information from the fields displayed on the screen.
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*Update campaign.
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 +
=='''Copy a Campaign'''==
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*Choose the campaign you wish to copy.
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*Change the name for this campaign to differentiate between the two.

Revision as of 10:26, 21 March 2012

1 Database Management Menu - Campaign building

The Database Management Menu is a very important module for a System Champion. Here, you will build campaigns/scripts within the BE system.
In Database – Primary Management, the system champion can:

  • Add a campaign
  • Edit a campaign
  • Copy a campaign
  • Search fields within a campaign
  • Set up an external campaign

2 Add a Campaign

  • Give it a descriptive, unique name.
  • Choose if the campaign will be:
    • Inbound
    • Outbound
    • Blended
  • Choose the date the campaign will be available from and the date the campaign will be available until.
  • It is important that the available until date is set to a date in the future to avoid the campaign becoming unavailable unexpectedly due to an expiry date.

3 Edit a Campaign

  • Choose the campaign you wish to edit.
  • Edit the incorrect information from the fields displayed on the screen.
  • Update campaign.

4 Copy a Campaign

  • Choose the campaign you wish to copy.
  • Change the name for this campaign to differentiate between the two.