Editing Marketing Campaigns

Once a campaign is created, you can change it to meet your needs. However, not all components can be changed. You can edit a campaign from the Campaign Manager or from the borrower or contact campaign list.

You can edit the following components:

·      Name and description

·      Letter List

·      Target List

·      Events

·      Number of Days before first letter

·      Campaign Status

You cannot edit the following:

·      Type of campaign

·      Campaign Start Date

To edit a campaign from the campaign list:

1.  If the campaign list is not showing, select View / Lists and Show Campaigns List.

2.  Go to the Contacts or Borrowers database to display the campaigns to edit. For example, if you want to edit a borrower type campaign, you must be in the borrower’s database for the campaign to show in the list.

3.  Double click on the campaign to edit.

To edit a campaign from the Campaign Manager:

1.  To edit a campaign, click  to display the Campaign Manager.

2.  Select the campaign to edit from the list and click Edit.

3.  The campaign wizard displays, click the tab of the component to edit.

4.  Click Close to save changes.

Caution: When you cancel and then restart an active campaign, everyone in the campaign will receive Letter 1.

To change the Target List:

1.  Click the Target List tab.

2.  You can add people and remove people from the list by using the Add and Remove buttons.

3.  If you selected a query to add people to the campaign, you can rerun the query to add and remove people from the Target List. If you didn’t use a query when you created the campaign, the Rerun option is not available.

4.  Click Rerun Query and select one of the following options:

·      Add People Only – Add people if they are not in the campaign and they are selected by the query.

·      Remove People Only – Remove people from the campaign if they are no longer selected by the query.

·      Add and Remove People – Add new people selected by query and remove people who are not selected by the query.

As an example of how these rerun options work, let’s say you created a query that selected borrowers for this campaign whose status is set to Prospect. Over time, you’ll add borrower records whose status is set to Prospect and there will be borrower records whose status field is changed from Prospect to Client or some other value.

When you rerun the query for this campaign and select the Add and Remove option, it will add new people whose status is Prospect and remove people whose status is not set to Prospect.

To change the Letter List:

1.  Click the Letter List tab.

2.  Use the Add and Remove buttons to add and remove letters from the list. You can also change the days between letters.

Caution: Be very careful when changing a Letter List of an Active campaign. You could get errors when printing letters. The following are precautions:

·      You can add letters to the end of a Letter List. The only precaution is people who have completed the campaign (i.e., received all letters in the list) will not receive the newly added letters. It’s best to add letters to the campaign before people finish the campaign.

·      This doesn’t apply to the special interest campaigns purchased by Market Focus. The installer will start people in the campaign on the new letter.

·      If you remove a letter from a Letter List, you may get errors if that letter is due to print.

·      If you change the number of days between letters, the change doesn’t take effect until the previous letter is printed. For example, let’s say you change the days between letters of letter 2 from 7 days to 30 days. This change doesn’t affect any letters scheduled to print. The change takes effect after letter 1 is printed and letter 2 is scheduled 30 days later.

To change the campaign status:

A campaign can have the following statuses:

·      Ready – Letters have not been printed.

·      Active – Letters were printed.

·      Completed – All people have been sent all letters in the campaign.

·      Cancel – Cancel an active campaign

·      Restart – Restart a cancelled or completed campaign.

1.  To edit a campaign, click  to display the Campaign Manager.

2.  Select the campaign to edit from the list and click Edit.

3.  Click the Status tab and change the campaign status.

4.  Click Close.