Campaign Setup

A campaign must be set up before you can use it within Targeted Marketing. Campaigns have two tiers: parents and children. Multiple source, reason and rate codes can be tied to a single campaign code through the use of parent campaign IDs. This allows a campaign to be defined with multiple sales channels (i.e., by using children campaigns).

From the Product List in Targeted Marketing, click the Campaign Setup icon () to view a list of the currently set up campaigns. Parent campaigns are shown in the initial list. Click the + symbol to view any child campaigns associated with a parent.

Adding a Campaign

To add a new parent campaign:

• Click the Add Campaign Parent Setup button () on the main button bar (top of the window).
• Enter the Parent Campaign Code and the date range.

• Click Next.

• Enter the number of Forecasted Responses and the Number Solicited.

• Click OK. The new parent campaign code appears in the list.

To add a child campaign:

• Click the Add Campaign Setup button () in the lower pane of the window to begin setting up a new campaign.

• Enter the Campaign Code, Start Date and End Date.

• Click Next.

• Complete the remainder of the fields described below.

Field	Type	What to enter
CAMPAIGN CODE	open (8)	Enter a campaign code.
START DATE	date	Enter the first date on which this campaign is active.
END DATE	date	Enter the last date on which this campaign is active.
CAMPAIGN CODE PARENT	setup	Enter the parent campaign code for this campaign.
PRODUCT	setup	Select the product to which this campaign applies.
DESCRIPTION	open (30)	Enter a description of this campaign.
ALLOWABLE USAGE	predefined	The campaign can be carried out through a number of different means, such as Customer Service associates, door-to-door canvassers, or on the web. Campaigns can also be used to define additional renewal offers for subscribers. Your options in this field are iServices, Advertising, Canvassing, Renewals, or Other. Note: When defining a campaign for use by the Digital Paymeter, the Allowable Usage should be “Advertising” or “Other”.
TRANSACTION TYPE	predefined	Select the type of transaction that will be created for customers who accept the offer: • Start—A new start will be created. • DelivSched—A delivery schedule change will be created. For example, upselling from a 5-day to a 7-day subscription requires a delivery schedule change. • BillingChg—A billing change will be created. The purpose of this option is to switch the subscriber to auto-pay. • DelivSched w/Billing Chg—Both a delivery schedule change and a billing change will be created. For example, you may want to offer 7-day subscription at a reduced price to current 5-day subscribers who switch to auto-pay. Note that reason codes must be set up in advance that are valid for both delivery schedule change and billing change transaction types. • ComboChange—A combo change transaction will be created to switch a non-combo subscriber to a combo subscription. Note that this option can be used only with an Allowable Usage of “Renewals” or “iServices.” • DayPass—A day pass subscription will be created. Note that this option can be used only with an Allowable Usage of “Advertising” or “Other”.
ALL ZIP CODES ZIP CODE	yes/no integer	If you are entering an iServices campaign, check All Zip Codes if the campaign is not specific to certain ZIP Codes. If the campaign is offered only in certain ZIP Codes (i.e. is a Zip Code campaign), enter the ZIP in the Zip Code field, or click the Find icon to the right of the field to add multiple ZIPs via the Zip List Maintenance window. See the iServices Subscriber User manual for more information on Zip Code campaigns.
ACTION	predefined	When a customer accepts an offer, you will want Circulation to create either a transaction (above) or a task for a follow-up action. Select Create Transaction, Create Task, or Create Transaction if Possible here. “Create Transaction if Possible” means that Circulation will attempt to create a transaction but, if it is unable to do so, it will create a task instead.
SUBSCRIBER LOCKED TO SPECIFIC CAMPAIGN	yes/no	If you are entering an iServices campaign, select this checkbox if you want to limit the subscriber to this campaign.
LOCK METHOD	predefined	If you selected the checkbox above, these radio buttons determine whether the locked subscriber is limited to this individual child campaign (Single) or can select from among all of the child campaigns within the parent campaign (Parent).
ALWAYS AVAILABLE	yes/no	The field determines whether the campaign is searchable in iServices. If Always Available is checked (the default), it can be searched and selected for a subscription. If Always Available is unchecked, the subscriber must enter the campaign code manually—it is not a standard ZIP campaign that can be searched or selected.
PRIORITY ORDER	integer (1)	If applicable, you can assign a priority order to the tasks that are created.
EVENT NUMBER	integer (1)	If applicable, you can assign an event number to the tasks that are created.
TM PRODUCT	setup	Select the Targeted Marketing product to which this campaign applies.
REJECT RESPONSE	setup	The reject response is a demographic answer that will be registered with the product/address record when an address declines the promotion.
FOLLOW UP RESPONSE	setup	The follow-up response is a demographic answer that will be registered with the product/address record when an address is flagged for follow-up.
START TYPE	predefined	If the transaction type is “Start”, indicate the type of start that will be created: Unpaid, Start and Bill, or Paid Start. Note: If you want to use a start type of “Start and Bill,” the iServices Business Rule, Is start and bill a valid payment option for a new start? (Subscriber - Web: Starts section), must be set to “yes.”
BILLING METHOD	predefined	Select the billing method that will be assigned to the transactions that are created.
DELIVERY METHOD	predefined	If this field is active, select a valid delivery method (route, mail, online or hybrid) or “*” for all.
EDITION	setup	This field is only active for day pass campaigns (Transaction Type is “DayPass”). Select the edition for the day pass subscriptions created under this campaign. Only editions that offer day passes (based on Edition setup) can be selected.
SOURCE SUBSOURCE	setup	Select the source that will be used for the transactions. If the source has subsources defined (for example, specific carriers for a “Carrier” source) select the subsource also.
REASON	setup	Select the reason code that will be used for the transactions. For campaigns with an Allowable Usage of "iServices", the reason code must have Enter on Web and Show on Web flagged in Reason setup. When setting up a campaign for a combo change transaction, the reason code must be valid for the “ComboChange,” “Start,” and “BillingChg” transaction types. If the reason code is not valid for all three of these transaction types, it will not be available in the Reason field. When setting up a day pass campaign, only valid day pass reason codes can be selected.
COMBO	setup	Select the combo ID, if applicable. This field is active only if the Allowable Usage is “Renewals” and the Transaction Type is “ComboChange.”
SCHEDULE	setup	Select the schedule of the created transactions.
RATE CODE	setup	Select the rate code that will be applied to the subscriptions.
TERM	predefined	Enter the term (year, quarter, month, week, or day) for this subscription. This must be a valid term for the rate code and start before the campaign start date.
LENGTH	integer (3)	Enter the number of terms for this subscription. For example, if the subscriber wants 13 weeks, you would enter “WEEK” in Term and “13” in Length. This must be a valid term defined for the rate code in Subscription Rates setup.
ALLOW AUTOMATIC ASSIGNMENT	yes/no	If you select this checkbox, this campaign will be allowed to default during a new start (provided that this campaign was the most recent campaign used for the household).
IMAGE URL	open	If you are entering an iServices Zip code-based campaign, this image will be used to represent the campaign to the user. It should be stored in the iServices “webcustom” area along with other images, ideally in a “campaign” subfolder. This field can contain a relative path to point to the subfolder (e.g., /campaign/digitalprint.jpg). Any format that is supported by a browsing device (e.g. gif, jpeg, png) can be used. You may make the zip campaign image any size you want. The image dimensions that will work with the (3-across) out-of-the-box zip campaigns are: • Image height: up to 200 pixels • Image width: up to 226 pixels You can change the CSS to build the boxes to fit any size image. Optimally images for different campaigns should all be the same size.
# SOLICITED	integer (7)	Enter the estimated number of occupants who will be solicited in this campaign.
FORECASTED RESPONSE	integer (7)	Enter the estimated number of occupants who will accept the promotional offer in this campaign.
COST PER ORDER	decimal (5)	Enter the cost per order.

• Click the Scripts button to enter a campaign and/or confirmation script. This script will be used differently depending on the usage selected in the Allowable Usage field. For example, a Customer Service associate may have this text displayed on the window for reading to a customer over the phone, while in iServices, this text may be displayed as a confirmation message to the customer.

Note:

For iServices Zip code-based campaigns, the text in this field will appear below the image specified in the Image URL field. See the image below. Any valid HTML can be used in this script (e.g., font, color, image). You must include at least an image URL or a campaign script. Do not leave both of these fields blank.

• Click OK to save the campaign information.