Business Rules for the iServices Campaign Module

A section of iServices Business Rules, Campaign, controls aspects of the iServices Campaign module. These Business Rules can be set at the Business, Company or Publication level.

• Should Route be available for entry when entering a campaign start? If this Business Rule is set to “yes”, users will be able to enter a default route on the Canvass Board Selection page. It will be followed by an Allow Override? checkbox which, if selected, will cause an additional column to appear for the entry of a different route.

• Should AAM Zone be available for entry when entering a campaign start? If this Business Rule is set to “yes”, users will be able to enter a default AAM zone on the Canvass Board Selection page. It will be followed by an Allow Override? checkbox which, if selected, will cause an additional column to appear for the entry of a different AAM zone.

• Should Rate Code be available for entry when entering a campaign start? This Business Rule allows users to specify the rate code when entering new starts in the iServices Campaign module. If it is set to “yes”, a Rate Code field will appear on the Canvass Board Selection page, populated with the campaign’s rate. It will be followed by an Allow Override? checkbox which, if selected, will cause an additional column to appear for the entry of a new rate code.

• Should all starts entered through the iServices Campaign module be created as suspended starts? If you set this Business Rule to “yes”, every start that is entered through the Campaign module will create a suspended start transaction. If you set it to “no”, Circulation will create a suspended start only if a new start cannot be created for some reason.

• Should a start be allowed when a subscription to the same product is already being received? This Business Rule enables you to disallow campaign starts for occupants who already have an active or pending start (by setting it to “no”.)

• When is a resident’s phone number required to be entered on the canvass board processing page? This Business Rule determines if the customer’s phone number is required Always, Never, or only when adding a Start.

• For how many days after a campaign’s end date, should it be available for selection? This Business Rule determines how far back the campaign date entered in the campaign selection can be. It is used to limit the amount of campaign information sent to the HTML user interface layer (i.e., by skipping older, end-dated campaigns).

• What is the task group for tasks entered through the iServices Campaign module? This Business Rule allows you to define the Task Group that will be associated with tasks entered in iServices Campaign.