Forms

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
• Campaign - Search Display fields
• 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.
• Copy Campaign
• This will copy the exact contents of the campaign, including the security access of the users.

5 Campaign - Search Display fields

• Choose the campaign you wish to display fields.
• Choose the fields from the list displayed on the screen.
• The fields you choose, will determine what will appear when you lookup a record.
• For example, if you choose Name and Phone No. from the field list, when you lookup a record, those fields will appear on screen.