Campaign

The Campaign screen allows you to create a list of customers for the purpose of marketing. There are many different ways to select the customers and many different marketing methods available. However, customers for whom the Do Not Contact switch is activated in their Customer Profiles cannot be targeted for marketing campaign emails.

The options for opening the Campaign screen are:

• Hover over a Name on the Campaigns screen and select Edit from the pop-up menu. Form here, you have the option to select multiple customers using specific criteria.

• Click the Target icon on the Customer Profile screen. From here, you only have the option to send a campaign to the selected customer. If Responsible Marketing has been enabled for the Country code assigned to the customer, you may not be able to send the customer a campaign email.

Note:  As of July 1st 2014, the Canadian government has implemented Canadian Anti-Spam Legislation (CASL) requiring any Canadian customers that you do business with to explicitly consent to receiving marketing emails. For details on how this impacts the functionality of marketing campaigns generated from IntelliDealer, see the Responsible Marketing Overview.

Topics in this section are:

• Creating a Marketing Campaign

• Previewing the Campaign

• Sending the Campaign

• Screen Description

Creating a Marketing Campaign

Prerequisites: Responsible Marketing is mandatory for all Canadian customers and requires that you configure a Marketing Footer before sending any marketing emails.

1. From anywhere in IntelliDealer, navigate to Customer Care > Marketing > Campaigns.

   The Campaigns screen appears.

   

2. Click on the Need to create a new campaign? Click here to add link.

   The Campaign screen appears.

   

3. Enter a Name for the campaign (you cannot change the name once the campaign is created) and a brief Description outlining the campaign, then click Save.

   The Campaign screen appears.

   

4. Use the Select links at the top of the Campaign screen to set up which customers will receive the new marketing campaign by creating selection criteria within the listed areas.

   The Customer Profile, Call History, Equipment Owned, and Contacts links use the Selection Criteria tab to select the customers to be included in the marketing campaign.
   

5. After you have configured your selection, click the Save Query button to save the selected selection criteria.

   The Campaign screen appears with a checkmark next to the Select links that have selection criteria entered.

   

6. The Outstanding Accounts Receivable link opens the screen that displays data representing the aged outstanding accounts receivable balances and allows you to select a customer based on the amount owing in a particular bucket.

   Outstanding Accounts Receivable screen

   

7. The Fiscal Purchase History link allows you to select customers based on their yearly purchasing totals broken down by systems.

   Fiscal Purchase History screen

   

8. The Customer Omission link allows you to specify selected customers to be omitted from the final marketing list.

   Customer Omission screen

   

9. On the Campaign screen, fill in the remaining fields referring to the table below.

10. Click Save.

Previewing the Campaign

You can send the campaign e-mail to one recipient for the purpose of testing, prior to sending the mass e-mail.

1. With the campaign open for edit, click the Continue button.

   The Customers screen appears.

   

2. Click the Preview button.

   The E-mail Preview screen appear.

   

3. Enter an e-mail address in the Enter E-mail field.

4. Click the Continue button to send the marketing campaign e-mail.

   The Campaign screen appears stating that the report has been submitted.

Sending the Campaign

1. Click on the Continue button.

   The Customers screen appears.

   

2. Click the Run button to run the marketing campaign.

Screen Description

The fields on the Campaign screen are:

Field	Description
Select	The various selection links. You can set up selection criteria for campaign purposes within these areas, by clicking on the associated link: Customer Profile Call History Equipment Owned Outstanding Accounts Receivable Fiscal Purchase History Contacts Customer Omission This field only appears when accessing the Campaign screen from the Campaigns screen.
Description/Subject	Used as a descriptive reference for the campaign. It is also used as the "subject" when an e-mail is sent using the e-mail method.
Not marketed within	Used to select only customers who have not been marketed to within the last XXX days. This field only appears when accessing the Campaign screen from the Campaigns screen.
Via	Used to select only customers who have not been marketed to within the last XXX days by this method. This field only appears when accessing the Campaign screen from the Campaigns screen.
Contact Method	Select the method of locating the contact(s) for inclusion in this campaign. Options include: Use Customer Name—uses the Name field as defined in the main Profile page of the Customer Profile tab. Use Main Contact Name—uses the Contact name as listed on the main Profile page of the Customer Profile. If no contact is found in that field, the Company Name is used. Use Contacts Only—uses all of the Contacts listed on the Contacts page of the Customer Profile. Use Customer & Contacts—use all Contacts on the Contacts page of the Customer Profile tab and if no contacts exist, create one using the Name field as defined in the main Profile page of the Customer Profile. If Responsible Marketing applies to one of the customers eligible for the selected campaign and you select Use Customer Name or Use Main Contact Name, the system omits that customer if their Primary Contact has not given explicit consent to receive campaign emails (Email Campaigns field set to E on the Customer Profile: Contact screen). If Responsible Marketing applies to one of the customers eligible for the selected campaign and you select Use Contacts Only or Use Customer & Contacts, the system loops through the customer's contacts and sends the campaign to contacts who have either explicitly given their consent to receive marketing emails, or who have yet to decide whether they want to subscribe or opt of receiving marketing emails (specified in the Email Campaigns field on the Customer Profile: Contact screen). See the Responsible Marketing Overview . Regardless of the option selected in this field, if Responsible Marketing applies to any of the customers eligible to receive the campaign and E-mail is selected in the Method field below, you must configure a Marketing Footer before running the campaign.
Create Call Entry	Whether an entry is added to the customer's call profile. To enable the call entry feature, values must be loaded in the Customer Care - CRM configuration screen.
Category	Used to identify the category for the campaign. The category is used if a call record is created.
Reason	The reason for the campaign. The reason is recorded on the call record that is created when the campaign is run.
Salesperson	Used to identify who is running this campaign. The salesperson is recorded on the call record that is created when the campaign is run.
Method	Determines how marketing campaigns to the customers are run. See the method table below for a list of options. After you select a method, the screen refreshes and shows additional parameters specific to the chosen method. The fields that may appear are described below. If you have accessed the Campaigns screen through the Customer Profile and the Country code assigned to the customer has Responsible Marketing enabled, the Email method option may not appear. If Responsible Marketing applies to any of the customers eligible to receive this campaign and you select E-mail in this field, you must configure a Marketing Footer before running the campaign.
Form	Identifies which form should be applied to this campaign. This field only appears when the E-Mail or Letter methods are selected.
Margin Lines	The size of the header, left margin and width. This field only appears when the Letter method is selected.
From	The name and e-mail address from which the campaign form will be sent. By default, the name and email address of the user creating the campaign is used, however you can change this if desired. This field only appears when the E-Mail method is selected.
Font	The font used on the letter. This field only appears when the Letter method is selected.
Overlay	The overlay to apply to the campaign output. This field only appears when the Letter method is selected.

The available Method options are:

Method
Option	Description
E-Mail	E-mails the form using the IBM server e-mail. If you have accessed the Campaign screen through the Customer Profile, the E-mail method option only appears if one the following is true: The Country code assigned to the selected customer does not have Responsible Marketing enabled. The Country code assigned to the selected customer has Responsible Marketing enabled and the customer's Primary Contact has either opted in to receiving marketing emails (subscribed) or not yet specified whether they want to receive marketing emails (neither subscribed or unsubscribed). See Responsible Marketing Overview. If you access the Campaign screen through the Campaigns screen, the E-mail method option will always appear, however customers for whom Responsible Marketing applies may not be listed as eligible receivers on the Customers screen. Moreover, if Responsible Marketing applies to any of the customers eligible to receive this campaign and you select theE-mail method, you must configure a Marketing Footer before running the campaign.
Letter	Creates the form in an IBM server Spool File Any file to which data is spooled, awaiting the next stage in processing. Used in where spooling the data copes with speeds in two devices or pieces of software..
Label	Creates multiple page labels, 4 x 1 inch (2 x 10) or a 2.625 x 1 inch (3 x 10) size page label or an individual label. 20 page labels are generated per page if using the 2 x 10 label dimensions or 30 page labels per page if using the 3 x 10 label dimensions. The laser page labels tested were Avery # 05261 (2 x 10) and 05260 (3 x 10). Note:  Page labels are not the only option, review the Report Options help topic for more details.
Excel	Allows customer data to be downloaded to your computer as an Excel worksheet. When running an Excel marketing campaign, customers who have opted out of marketing campaigns are still downloaded. When you run the campaign, you are presented with the matching list of customers. If any of the customers in the list have opted out of marketing campaigns, you will see a message at the top of the screen to remind you that the list contains customers that have opted out, and to check the Consent to Email column in Excel. If you are using the list for marketing campaigns then you can remove the customers with Opted out.

Note:  Although it is not specifically listed as a method, the list of customers produced when the Continue button is pressed can be used as a "Call List" for cold calling them regarding this marketing campaign.

When using Times Roman and Helvetica fonts for the campaign output, use the following Margin Lines a guideline. You will find that the Left value is relatively consistent but the Width may need to be adjusted slightly depending on the characters being printed.

Font	Left	Width
Times Roman 10 pt	22	110
Times Roman 10 pt (Bold)	22	100
Times Roman 12 pt	15	90
Times Roman 12 pt (Bold)	15	85
Helvetica 10 pt	22	100
Helvetica 10 pt (Bold)	22	90
Helvetica 12 pt	17	82
Helvetica 12 pt (Bold)	17	77

Use these buttons to complete your work on the Campaign screen:

Button	Function
Save	Saves changes made to the Campaign screen.
Delete	Deletes the selected campaign from the Campaigns screen.
View Selects	View all of your selection criteria on the Selection Criteria screen.
Continue	Opens the Customers screen and displays the customers that have met the selection criteria. If you have accessed the Campaign screen through the Customer Profile, the Continue button will not appear if the Do Not Contact switch has been activated on the Customer Profile. Note:  Contacts for whom Responsible Marketing applies may be omitted from the Customers screen if they have opted out of receiving marketing emails (specified in the Email Campaigns field on the Customer Profile: Contact screen). See the Responsible Marketing Overview .
Close	Closes the Campaign screen without saving and returns to the Campaigns screen.

Data Source: CCCD

Security Switch: 701 - Customer Care - Marketing

Revision: 2024.11