Internal Campaign Activities

After setting the status reasons template for an internal campaign, sales or administrative campaign activities are generated. Internal campaign activities are generated after a campaign that generates internal activities is defined and approved. The person responsible for contacting the clients can access each campaign activity and based on the information presented on the activity level, the client is contacted. After the client feedback is received, the status of each campaign activity is updated. For both sales and administrative campaign types, the below data is displayed:

Field	Description
Campaign	The campaign number.
Activity Type	The activity type: sales or administrative.
Activity Subtype	The activity subtype.
Activity status	The activity status.
Account Name	The name of the account.
Account PIN	The account PIN.
Fiscal Registration No	The fiscal registration number of a corporate account.
Responsible User	The person responsible of the campaign activity.
Responsible Branch	The bank branch responsible of the campaign activity.
Campaign Priority	The campaign priority.
Activity date	The date the campaign activity begins.
End Date	The date the campaign activity ends.
Detailed Status	A detailed status of the campaign activity.
Status Reason	The status reason.
Closed On	The date the campaign was closed on.
Completed	If True, it indicates the campaign activity is completed.

HINT
The data from the activities grid can be filtered for a faster record search.

There are two types of generated internal campaign activities:

Sales activities where bank clients are contacted for different product or services promotions.
Administrative activities where bank clients are contacted whenever additional data or documents are needed.

NOTE
Administrative campaign activities can have different subtypes. For example, there can be an administrative campaign with the role of collecting or updating client personal data or documents. Administrative activity subtypes are dynamic and can be set during the product implementation.

For the person that launches and manages the campaign, these activities can be viewed in the Activities tab and are displayed only when the campaign generates sales or administrative internal campaign activities. The person responsible with handling the campaign activities can access and view them from the Dashboards area.

The below steps indicate how to access additional internal campaign activities as a campaign manager in charge of launching the campaign.

1. From the Internal Campaign Activities section, select a campaign activity to open it. The Edit Campaign Activity page is displayed.

2. The following data can be viewed:

NOTE
In case of campaigns that generate administrative campaign activity, a new tab that contains the defined activity subtype data is displayed.

Overview Tab

Field	Required	Type	Description
Account	No	Read Only	The account number. If no value is set for this fields, the Account Name field value is displayed instead.
Account name	No	Read Only	The name of the account. Displayed only if the Account field is null.
Responsible User	No	Read Only	The person responsible of the campaign activity.
Responsible Branch	No	Read Only	The bank branch responsible of the campaign activity.
Status Reason	No	Read Only	The status reason. For additional information, see the Managing Reason Templates page.
Campaign	No	Read Only	The campaign number.
Due Date	No	Read Only	The end date of the campaign and the date by which the activity must be closed. If the system date is greater than or equal to the campaign due date, all internal campaign activities are closed and the statuses are changed as follows: The Activity status value is changed to Cancelled The Status reason value is change to System aborted The Detailed status value is changed to Unsuccessful NOTE If there are internal campaign activities with Activity status different than Unassigned, Assigned, or In Progress, then the campaign activities' original status is not changed.
Activity Type	No	Read Only	The activity type. Displayed only for Sales campaigns.
Type	No	Read Only	The administrative activity type. Displayed only for Administrative campaigns.
Priority	No	Read Only	The campaign priority. The following options are available: High Medium Low Very Low
Subject	No	Read Only	The email subject.
Body	No	Read Only	The email body.
Phone Number	No	Read Only	The client's phone number.
Email Address	No	Read Only	The client's email address.
Account PIN	No	Read Only	The account's PIN number. Displayed only if no value is set.
Fiscal Registration Number	No	Read Only	The fiscal registration number of a corporate account.
Closed On	No	Read Only	This filed is displayed only if the activity status is Cancelled or Completed. The system date value is automatically updated when the activity status is Cancelled or Completed.
Related Journey	No	Read Only	System input after converting a sales activity to an Opportunity/ Digital lending/ Digital onboarding. This field is displayed only for sales activity types.
Current Status	No	Read Only	The current status of the campaign. The following options are available: Unassigned: set automatically by the system when the campaign is started and the activities are distributed to the responsible branch Assigned: set automatically by the system when the campaign is started and the activities are distributed to a user (account responsible/ a user from the responsible branch) NOTE When a user changes the status from Unassigned to Assigned, the responsible user changes automatically with the person who changed the status. These statuses can be set manually by the user: Cancelled In progress Completed
Detailed Status	No	Read Only	A detailed status of the campaign activity. If Activity Status is Unassigned, then Detailed status is Unassigned If Activity Status is Assigned, then Detailed status is Assigned If Activity Status is In progress, then Detailed status is In progress If Activity Status is Cancelled, then Detailed status is Unsuccessful If Activity Status is Completed and Related Journey is null and Opportunity status is Open, then Detailed status is Completed If Activity Status is Completed and Related Journey is not null and Opportunity status is Won, then Detailed status is Won If Activity Status is Completed and Related Journey is not null and Opportunity status is Lost, then Detailed status is Lost
Add file	No	File	Allows the upload of necessary documents.

At the bottom of the page the following action buttons are displayed: Change Status, History, Assign to user, Assign to me. For additional details, see the Action buttons page.

Plan Follow Up Tab

In this tab, meeting and call follow-up activity types are displayed.

IMPORTANT!

When a campaign activity is either in completed or cancelled status, the following fields and buttons become read-only:

• all the fields from the Activity section of the Overview tab
• all the following buttons: Change Status and the standard platform buttons as well (Save & Close, Save & Reload, etc.)