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.
The iServices Campaign module is accessed through a web browser at the following URL:
http://[server]/cgi-bin/[script name]/campaign/web/login.html.
The Login page appears first. Enter your Circulation user ID and password, and click Login.
Notes:
You must have an iServices environment to be able to use the iServices Campaign module. Contact the Newscycle Support Center for assistance.
Access to this module is controlled by the Web Campaign security item in Transaction Security Setup.
The login instructions shown on this page are set up in a web text section called Campaign. Select Setup | Blurb | Blurb Text | Section | Campaign to set up this text.
The Campaign Selection page appears next. On this page, you identify the campaign by selecting the publication, entering the campaign date, and selecting the campaign description. Click Continue to proceed.
The Canvass Board Selection page appears next. On this page, you identify the canvass board by selecting the week number, canvass board, canvasser, and default start date. Also enter the default route, AAM zone, and merchandise code if Business Rules allow it. Select the Allow Override? checkbox if you want to be able to enter a value that differs from the default value. Click Continue to proceed.
The addresses that match the selected campaign and canvass board criteria are displayed on the Canvass Board Processing page. This page is where you enter actions for selected addresses, such as “start”, “reject”, “follow up”, and “no action”.
“Start” will create a new start transaction for the customer. “Follow up” and “Reject” will create a demographic answer describing the action; it will be associated with the product/address record.
To add actions, click the Edit button to enable the fields for input. Depending on the address you select, other fields may also become active. Click Submit to save your actions. A summary of your actions is displayed in the top portion of the page and will be updated every time you click Submit. You can return to the previous selection pages by clicking the Edit Campaign and Edit Canvass Board buttons.
Notes:
If you modify an occupant’s name, you will be asked if this change is an update. If you click OK, the occupant record will be updated. If you click Cancel, a new occupant will be entered into the system.
A name is required for all actions except “reject” and “no action”.
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).
A campaign code can be passed to the New Subscription page in iServices Subscriber to allow the publication, delivery method, delivery schedule, payment option, etc., to be defaulted. This is done using the “campaign” URL parameter, shown below, which is passed along with the URL that initiates a new start:
<hostname>/<script-path>/custservice/web/addrfind.html?campaign=ezpay25
In this example, the campaign ID (ezpay25) must be set up in advance with an Allowable Usage of “iServices,” a Transaction Type of “Start,” and an Action of “Create Transaction.” The default billing method, delivery method, publication, etc. are also defined, as shown in the following example. The Campaign Script, if entered, will appear as a blurb on the New Subscription page.
The following example shows how the campaign defaults may appear in iServices Subscriber when a campaign ID is used.
To make canvass board assignments:
From the Product List window, highlight the product with which you want to make canvass board assignments.
Click the Product Detail button () to display the Product Detail window.
Click the Canvass Board button () to display the canvass board.
In the Campaigns panel, double-click on the campaign date for which you want to make assignments. A message will display the number of addresses for this campaign week as well as the number assigned. Click OK.
In the Selection panel, select a route and click Get Addresses. The TM selections for this campaign and week appear.
The addresses that have not been assigned a canvass code appear in the list on the top of the window. Addresses that already have a canvass code appear in the list beneath.
Select the address(es) you want to assign. You can do this in the following ways:
Click on an individual row.
Ctrl-click to select multiple non-adjacent rows.
Shift-click to select multiple adjacent rows.
In the Assignment panel, enter a number of addresses to select in Row Count and click the Select Rows button. For example, if you enter “5” and click Select Rows, 5 rows will be selected starting from the first highlighted row in the list.
Assign a canvass code to the selected addresses. You can:
Enter a Canvass Code (in the Assignment panel) and click the Assign button, or
Click the Assign button without entering a canvass code to have the system assign a canvass code for you.
Select the address or addresses to be unassigned from the list at the bottom of the window.
In the Canvass Code field in the Re-Assignment panel, type the address’ current code.
Click the Unassign button. The address will appear in the list of unassigned addresses the next time you click Get Data.
Select the address or addresses to be reassigned from the list at the bottom of the window.
In the Canvass Code field in the Re-Assignment panel, type the new code you want to assign to the address. It can be an existing code or a new code.
Click the Reassign button. The address will appear under the new canvass code.
Note: You can unassign or reassign all address with a specific code by selecting the code, rather than addresses, before clicking the Reassign or Unassign buttons.
If you have set up internet-based mapping, you can view a map of campaign results from the Canvass Board. After retrieving addresses for a campaign and week, click the Map Campaign Results button to view the results in a map.
Name, address, phone, status and details information is shown in a list under the map. If you want to center the map on an address, click the corresponding Marker link. The zoom tools allow you to zoom the address in or out.
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.
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.
Enter the Campaign Code, Start Date and End Date.
Click Next.
Complete the remainder of the fields described below.
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.
Click the Add Campaign Parent Setup button () on the main button bar (top of the window).
Click the Add Campaign Setup button () in the lower pane of the window to begin setting up a new campaign.
