Campaigns

The iServices Campaign module has a browser-based interface that allows authorized Circulation users to record starts, reject reasons, and follow-up requests resulting from canvassing-based sales campaigns, which are set up and managed in Targeted Marketing. Starts become normal Circulation start transactions. Reject reasons and follow-up requests are stored as demographic answers attached to user-defined address or occupant demographic questions.

Campaigns are also used to start subscriptions, create billing changes, and generate other transactions based on a third party application, iServices Subscriber, or a Circulation process. For example, the Digital Paymeter sends starts via the Circulation API using a campaign code, which then determines the delivery schedule, billing method, and many other details of the start. By using a campaign, the third party application does not have to send as many details when interfacing a start.

Targeted Marketing Setup and Processing are used to define the audience for the campaign and select the related addresses. The Canvass Board is used to split the selected address set into lists to be assigned to canvassers working the campaign. iServices Campaign provides an easy-to-use interface to record the results of the canvassing by selecting a canvass board and recording the acquired responses with just a few clicks or keystrokes for each address.

Here is an overview of Campaign setup and processing:

• Campaigns must first be set up using the Campaign option in Graphical Setup. Use this option to define a campaign, including its campaign ID, start and dates, and other details.

• Two fields in TM Processing, Campaign and Week, allow you to identify a targeted marketing process as part of a specific campaign. The Targeted Marketing export file includes fields to capture this information: CampaignCode, CanvassCodeNumber, AddressID, and OccupantID.

• Targeted Marketing allows you to view the addresses selected by TM processing and assign sub-sets of those addresses to specific canvassers (i.e., using canvass codes).