To add a communication to a campaign definition

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Communication programmes facilitate the ongoing engagement with social housing customers - the target audience - to continually nurture them throughout their decision-making process. Messaging naturally needs to change for a given service or initiative over time, for different segments, and therefore any number of communications can be linked to the same campaign definition and channelled to different audience segments depending on the outcome of their invitation to respond.


The procedure to add a communication to a campaign definition is as follows:

  1. Navigate to Quick Menu > Campaigns > Configuration > Campaign Configuration. The Campaign Configuration window is displayed.
  2. Select a campaign definition from the alphabetical list or type its name into the Search Campaign field. By default the list is filtered to show Current campaign definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All 1.
  3. Click on Communications. The Communications tab is activated.
  4. Click on New Communication. The Communication Search window is displayed.
  5. Enter a communication name into the dynamic search field provided 2. All possible matches are returned in the Search Results summary table 3.
  6. Double-click on the row matching the desired communication to be linked to the campaign. The Campaign Communication window is displayed.
  7. Enter the Days After Launch value into the field provided i.e. the number of elapsed days between the campaign launch date and the communication being dispatched. The Up and Down arrows are available to increment or decrement the value, as required.
  8. Where the communication may be dispatched without formal consent from the contact, activate the Include No Outcome tick box provided.
  9. Where the communication is relevant to any contact who has accepted the opportunity promoted by the campaign, in full or in part, activate the Include Positive Outcome tick box provided.
  10. Where the communication is relevant to any contact who has declined the opportunity promoted by the campaign, activate the Include Negative Outcome tick box provided.
  11. Click on Confirm. The campaign communication is displayed in the Communications summary table.
  12. Repeat steps steps 4 through 11 to add further communications to the campaign definition.
  13. Click on Save 4.


Note

1 The Search Campaign field will match against any element of the description.

2 The field will operate as a dynamic search function and match against any element of the communication name, based on the successive characters entered.

3 The communications returned in the result set are restricted to those linked to the Campaign module entity, configured within the associated communication definition.

4 Once the calculated dispatch date for the communication is reached, the individual contact communications will be automatically sent to the corresponding queue, awaiting subsequent processing.


See related topics...

Campaign configuration maintenance overview

To remove a communication from a campaign definition

To update the attributes of a campaign communication

To add a contact to a segmented campaign audience

To add a contact group to a segmented campaign audience

Communication definition management overview