A campaign is a collection of candidates or contacts, similar to a group. The difference with a group is that in a campaign, every member is assigned a status. This way you can check the status or the result of a campaign within your collection.
Method
To simplify this article we speak of 'candidates' here. However, the method of work is the same when you add contacts to a campaign.
Choose in the 'Mailings' menu on your left hand side for 'Campaign'
This screen has the following tabs:
Active Campaign (all active campaigns)
All Campaigns (all campaigns within the organisation)
Deleted (all deleted campaigns)
Define a Campaign:
Click "New" and fill the following fields in with the desired information
Status (appears once the campaign is saved): One-off, Going or inactive
Visible: makes sure the campaign is visible in lists
Recipient: type of person that is added to the campaign. You can choose between candidates and contacts
Term: With this you choose for how long the campaign remains relevant for you
Repetition: With this you choose how often the campaign needs to be repeated
Batch: the amount of files chosen for so-called 'batches'
Name: Name of the campaign
Description: Additional information for internal use(*)
Owner: the person responsible for this campaign
Save the campaign
Log out and back in again to make the campaign visbile in the lists
Definitions of every member in a campaign
Every member of a campaign is mentioned by name, name of the client (if applicable), e-mail address and owner. Next to this there are a couple of attributes that only exist within the framework of the campaign:
Result
self-defined. Examples: mailed/confirmed/cancelled
Active
Yes/No
When a member of this campagne has "active" set to "No", this will not be automatically added to search actions within the campaign. You can use this to add someone to a campaign that you never want to use for mailings. When this person is (perhaps by accident) added again to this campaign, the 'current' membership remains, so it remains inactive.
Add or remove candidates from a campaign
Candidates are added to a campaign in the following manners:
Manual addition or removal
In the General tab within the candidate file you find a drop down menu that lists all active campaigns. Every campaign that a candidate is added to shows a √.
Select a campaign that doesn't feature a √ yet;
Click[OK]This campaign now receives a √ and the candidate is added to this campaign.
If you choose a campaign that does have a √ annotation, then you remove the candidate from the campaign. This method is used to choose when one candidate specifically needs to be added to or removed from a campaign.
Bulk additions
To add multiple candidates to the campaign at once:
Select candidates using search filters
Tick the candidates in the boxes on the left hand side that need to be added to the campaign
Select action: Add to Campaign..., [OK] (at the bottom of your screen)
Choose the desired Campaign
Choose [Add]
Note: It is possible to add the same candidate multiple times to one campaign; he will only show once.
Bulk removal
To remove multiple candidates from the campaign at once:
Select candidates using search filters
Tick the candidates in the boxes on the left hand side that need to be added to the campaign
Select action: Remove from Campaign..., [OK] (at the bottom of your screen)
Choose the desired Campaign
Choose [Remove]
Removal from within the campaign itself
When you are working on a campaign and you notice that there are one or more candidates added that should not be:
Create a list of these candidates using search lines
Create if needed a selection within this list by ticking the boxes of desired candidates
Select action: Remove from campaign [OK]
Choose [Remove]