Overview
Campaign management helps track responses and attendees for events. You can also run different campaign reports to analyse the data to track the attendance and outcomes of these events. For example, you could create a campaign to manage a pension seminar you wish to invite your clients to.
The campaign area can be found under the left hand panel Hubs > Campaigns > Campaigns .
To create a new campaign from the navigate menu on the left hand side, click Campaigns > Campaigns.
This will display a list of the existing campaigns that have already been created. To create a new campaign click on the Add button. You will then create your campaign completing the information in the relevant tabs.
Primary Tab
- Title – add the title of the campaign.
- Type - choose the type and market type you want this campaign to be.
- Add in a description, this can be about the campaign.
- Status - is this campaign going to be active now.
- Choose place and location(if created in XPLAN).
- Start and End time – This can be the day the event is being held or the window you allow to book clients onto the campaign. i.e. You can end the window by two days before the campaign start date allowing time to collate final numbers for that particular event.
Secondary Tab
- Max Attendees - Input the maximum amount of attendees that can come to the event.
- Outcomes – This is where you can record what outcomes you want to record following an event.
- Costs – Is there a cost to be invoiced to the client.
Shared Tab
- Groups – Who would you like to share this campaign with to use in the future or would you like to keep it private while it's being created and tested.
- Permission – If shared with other users, who can edit this campaign, you can keep this to the owner.
Diary Tab
- Select whether you would like a diary event to automatically be created for the campaign and which diary template would you like to use for this diary event.
Thread/ Case/ Lead Tab
- A Thread/ Case or Lead can be selected and activated from the campaign, You can select when which thread/ case or lead is activated i.e when the client has been invited and accepted the invitation.
Auto Invoice
- If any costs have been entered into the campaign primary tab, you can auto invoice the clients that attend the event.
Email
You can automatically send emails to the invitees at different stages, these emails would need to be created as a campaign email template before they can be selected in this area.
Once you have completed the information in the tabs, you can then click save in the top right hand corner. This will then create the campaign and list it in the campaign area.
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