Create a Marketing Campaign and Campaign Templates

Create a Campaign

The first step in creating a customer touchpoint campaign is to create a Campaign. To create a campaign select 'New Campaign' under the Campaign submenu in the Eurekaware menu.

This will create a new blank campaign. Enter a subject and notes that describe the campaign.

Usually you will want to begin adding Campaign Templates at this point. Click the "Add Template Tasks..." for each template you wish to add. If you do add templates here, be sure to return to this form and save the campaign by clicking save and close.

Create Campaign Templates

A Campaign Task Template is a task item within the campaign. It can be used to outline email message, telephone scripts, plans for personal visits or other touchpoint actions.

Subject

The title of the Campaign Template. If you select Email action the 'Subject will become the subject of the email

Notes

The main body of the campaign template. If you select Email action the Notes will become the body of the message.

Campaign

Select the parent campaign. This will default to the campaign from which this template was originally created. You change this field to move templates from campaign to campaign.

Action

Specifies the action that will be generated. You can update this field by editing the Dropdown configuration file.

Auto Email

If you select the Auto Email checkbox for Email Actions an email message will be generated automatically on the due date.

Priority

Priority specifies the Priority of the Task or Email Generated.

Date Type

Specify the how the Due Date will be determined for all generated Campaign Tasks.

Days Out: Due Date will be a set number of days after the Campaign Start Date as specified by the Days Out field. Use the Days Out field to determine how many days later this task will occur. For instance in a monthly touch point program each Campaign Template should be approximately 30 days from the last. So the first Template would have 30 days out, the second would have 60 the third would have 90 and so on.
Special Date: Due Date will be the a special date (Birthday, Anniversary, Listing Date, Close Date) for that particular contact as specified by the Special field.
Specific Date: Due Date will be the the date specified by the Specific Month/Day fields.

Annual

Due date will reoccur every year.

The Flexible Notes Field

Inserting Rich Text

You can insert rich text into the notes fields be right clicking on any selected text and then selecting font.

From the Font dialog you can specify font face, style, size, color and effect. The formatting you specify will be retained from from the Campaign Template to any Campaign Task and even to the generated emails.

Attachments

You can add attachments to you campaign template. The attachments will be retained from from the Campaign Template to any Campaign Task and even to the generated emails. These can be anything you want to associate to the campaign task. They could include email attachments, telephone scripts, letters, etc... To add an attachment, click the paper clip and then select the file you want attached.

Field Substitution

You can add any EurekaWare User field or Contact field into any Campaign Template. By doing this the value will be substituted when an email is generated for that task. Simply select the field you wish to insert in the dropdown box below the text 'Select a Field'. When you do this the field will be properly formatted with angle brackets around it in the text box below the drop down box. Then you can drag that field to any place you want it in you notes section. Field substitution only works in the Notes field.

Inserting Marketing Templates

You can insert any marketing document template that you have created. When Campaign Tasks are generated these documents will be merged with the contact data and a shortcut to the merged document will be attached to the Notes section of the associated Contact.

Next: Assign Campaign to Contacts

User Manual