Setting up a Campaign

To set up a new campaign, click the Insert button at the top right corner of the page. The Add Campaign page appears by default on the Setup tab. Fill in the following fields:

Field Required Type Description
Name Yes Text The name of the campaign that uniquely identifies it.
Start Date Yes Date The date when the campaign starts. This field is mandatory.
End Date Yes Date The date when the campaign ends. This field is mandatory.

Campaign Type

Yes

Lookup

The campaign type. It allows financial institutions to better organize between their campaigns. For example: Easter campaign, Summer campaign, or even a campaign that offers a special interest rate for a limited time period. For additional details, see the Managing Campaign Types page.

Campaign Subtype

No

Lookup

The campaign subtype. It allows financial institutions to categorize the campaign types. For example, bank customers can be notified about a current campaign via email, telephone, text messages, and so on. For additional details, see the Managing Campaign Types page.

Campaign Priority

 

 

The campaign's priority. The following options are available:

  • High

  • Medium

  • Low

  • Very Low

Campaign Identifier No Text Specific to each customer, this is an unique identifier of the campaign.
Total Number of days No Numeric Insert the number of days that the campaign will be taking place.
No days since start No Numeric The number of days since the campaign has started.
Remaining Days No Numeric The number of remaining days, the campaign has until it ends.
Description No Text The purpose of the campaign, how it works, intended audience, etc.
Created by user No Text This field is read-only. It displays the name of the user once saved.
Created On No Text This field is read-only. It displays the date once saved.
 


Click the Save and reload button. The Edit Campaign page is displayed. To navigate between sections, click on the bullets from the bullet list which renders the section tabs.