Create Campaigns
Campaigns are used for mass communication to accounts in the system. The criteria is filtered via SQL or other methods, where emails, direct mail, or calls can be made from the list. Once the communication has been sent, tracking is put into place to make sure you know exactly who was reached, how they were reached, and what the response was.
Workflow Diagram:
Creating a campaign has three steps:
- Create the campaign.
- Create the steps in the campaign to populate it with accounts/contacts.
- Execute the campaign steps to retrieve the accounts/contacts for the campaign.
Create the Campaign
A campaign contains the criteria for the campaign and the accounts/contacts within the campaign. To
add a new campaign:
- Click the Campaigns link for the applicable area of the software for the campaign (Event CRM,
- Registration, etc.). The Campaigns screen opens.
- Click the Add button. The Add Campaign screen opens.
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Enter the following information:
- Description - Name of the campaign.
- Owner - Internal user responsible for the campaign. Defaults to the user adding the campaign.
- Coordinator - Internal user coordinating the campaign.
- Active - If checked, the campaign is available for selection in dropdowns.
- Locked - If checked, only the person assigned as the owner can make changes to the
campaign and retrieve the campaign results.
- Summary - Brief note about the campaign for informational purposes.
- ID - Unique alphanumeric code used by the system. *AUTO auto-generates a code. You can
overwrite the *AUTO with your own code if desired.
- Group - Campaign group assigned to the campaign.
- Event - Event associated with the campaign, if applicable.
- Click the Save (disk) button.
Create the Campaign Steps
Campaign steps are used to determine which accounts/contacts are included or excluded in the
campaign. You can have as many steps as you need to add and/or remove the desired accounts/contacts. You can create campaign steps based on:
- SQL Statements - Uses a SQL statement to add/remove accounts/contacts from a campaign.
- Macros - Pre-written SQL statements you can use to include/exclude accounts/contacts in a campaign.
- Queries - Uses the information in Ungerboeck tables and fields to add/remove accounts/contacts from a campaign.
- Any combination of the above
You can also to a new or existing campaign or manually add accounts and/or contacts create a step to convert organizations to individuals
- Select the Campaign Steps tab.
- Click the Add button.
-
Select how you want to add accounts/contacts to the project:
- Add SQL Step
- Add Macro Step
- Add Query Step
- Convert Organizations to Individuals Step
- Click OK once you have added all steps to the campaign.
SQL Statement Steps
A SQL Statement step is a SQL statement that is used to include/exclude accounts/contacts in a campaign.
- Click the Campaigns link for the applicable area of the software for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
- Select the campaign for the account/contact criteria.
- Right-click and select Edit. The Edit Campaign screen opens.
- Select the Campaign Steps tab.
- Click the Add button.
- Select Add SQL Step. The Add SQL Step screen opens.
-
Enter the necessary information:
- Description - Name of the campaign step.
-
Operation - Select what to do with the accounts/contacts that are selected as part of the step:
-
∘ Add - The selected accounts/contacts are added to the campaign.
- Keep Only - Used as an additional filter for adding accounts/contacts to the campaign. For example, keep only accounts with Arts & Science or Education market segments.
-
∘ Remove - The selected accounts/contacts are removed from the campaign.
- Campaign Step SQL Statement - Enter the SQL statement for the step.
- Click OK.
Macro Steps
A Macro Step is a pre-written SQL statement you can use to include/exclude accounts/contacts in a campaign. You use campaign macros for common SQL statements. Macros are added and maintained by Ungerboeck; you cannot add your own campaign macros.
- Click the Campaigns link for the applicable area of the software for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
- Select the campaign for the account/contact criteria.
- Right-click and select Edit. The Edit Campaign screen opens.
- Select the Campaign Steps tab.
- Click the Add button.
- Select Add Macro Step. The Add Macro Step screen opens.
- Select the macro for the campaign.
- Click the Select button.
Query Steps
You use query steps to determine which accounts/contacts you want to add or remove to a campaign. Query steps allow you to use the information (tables and fields) within Ungerboeck to find the accounts/contacts you want to include in a campaign or the accounts/contacts you want to remove from a campaign. You define the table you want to use for the query step and then within the query step, you can define the field criteria you want to use to include/exclude the accounts/contacts within the campaign.
- Click the Campaigns link for the applicable area of the software for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
- Select the campaign for the account/contact criteria.
- Right-click and select Edit. The Edit Campaign screen opens.
- Select the Campaign Steps tab.
- Click the Add button.
- Select Add Query Step. The Add Query Step screen opens.
-
Enter the necessary information:
- Description - Name of the campaign step.
-
Operation - Select what to do with the accounts/contacts that are selected as part of the step:
-
∘ Add - The selected accounts/contacts are added to the campaign.
- Keep Only - Used as an additional filter for adding accounts/contacts to the campaign. For example, keep only accounts with Arts & Science or Education market segments.
-
∘ Remove - The selected accounts/contacts are removed from the campaign.
- Project Step Table ID - Select the table to use for the campaign step criteria.
- Select the Query Step Fields tab. This is where you determine which fields and the values in the fields to use to include/exclude accounts/contacts for the step.
- Click the Insert Row hyperlink. A new row displays in the tab.
- Enter the following information:
- Column Name - Field to use to select the accounts/contacts for the step.
- Operator - Select how the value entered into the Value field needs to match the information on the account/contact to include it in the step.
- Set Value - Click the Set Value hyperlink to determine the value to use for the step criteria. The Set Value screen opens. The information available in the Set Value screen is dependent on the field selected from the Column Name drop-down.
- ( or ) - Add parentheses for and between conditions if needed.
- Logical Operator - If adding additional fields to the step, select if accounts/contacts need to meet the criteria of the current and next field (AND) or if an account/contact only needs to meet the criteria of the current or next field (OR).
- To add additional field criteria, click the green plus sign (+) to the left of the row.
- Click OK once all field criteria is entered and complete.
Execute the Campaign Steps
After you create all the campaign steps to determine which accounts/contacts to add/remove from the campaign, you can then run those steps. When you run the campaign steps, Ungerboeck uses the parameters in the steps to find the accounts/contacts that meet the criteria and builds the campaign with those accounts/contacts. To run the campaign steps:
- Click the Campaigns link for the applicable area of the software for the campaign (Event CRM, Registration, etc.). The Campaigns screen opens.
- Select the campaign for the account/contact criteria.
- Right-click and select Tools -> Retrieve. The campaign retrieval process begins. When the process is complete, the Count field updates with the number of accounts/contacts available in the campaign.