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.