Column headers

Optionally re-sort the list by clicking column headers.

Name

A campaign name, which has to be unique for reporting.
For campaigns aimed at existing patients this name is associated with a unique Contact List name.
For campaigns aimed at prospective (new) patients there is no Contact list association.
When you are creating a Name for a new campaign EXACT will warn you if that name already exists.

Campaign names are best created descriptively so that they can be understood wherever they are referenced. For example, in the Patient Contacts tab the campaign contacts are Described using campaign names - see Tracking patient campaign contacts.

Start Date

When you create a campaign by default the Start Date is the next day.

Optionally pause and re-start campaigns by means of the campaign buttons. Mouseover the campaign name / line to view the buttons, as shown in the image above.

End Date

The date remains editable during the campaign, so you can opt to extend or reduce the campaign while it is in progress.

For those regions with Channel Track integration, if EXACT won't allow you to extend the End Date, it may be because the phone number associated with this campaign has already been pre-booked for another campaign over that extended period.

Note that the End Date is not necessarily the date that the marketing offer ends...

Once the marketing offer (such as "whitening special") ends you are likely to still be reporting on that offer for some time.

For example, the offer is for the month of July, August and September and patients book during this period, but their appointments are primarily after September, so reporting (including invoicing) is set to run right through to January.

So when estimating an End Date think in terms of how long you will be tracking and reporting the outcomes of the marketing offer.

Example:

The default reporting End Date is 3 calendar months.

The End Date becomes read-only after it has passed.

For Marketing Automation integration this date determines when EXACT stops using automated Contact Lists.

Targeted Patients

A figure in this column represents the number of patient results from your Contacts List.

For campaigns aimed at prospective (new) patients you will not see a Targeted Patients figure because you don't yet have the patients registered for the practice, so you cannot run a Contacts List.

Campaign action buttons

Mouseover any campaign to view action buttons associated with that type of campaign,

Automated Campaign buttons:

Manual Campaign buttons:

See Also: Creating a new campaign | Editing and Deleting a Campaign | Dashboard

Integrations

Icons in this column represent external software with which the campaign is integrated.

For example Marketing Automation and / or Channel Track (UK).

Mouseover an icon to see a description.

Show Completed checkbox

EXACT automatically ticks campaigns as Complete once the campaign end date has been reached, and these campaigns are by default then hidden from view.

To display them in the campaigns list, check (tick) the Show completed checkbox.

Status

Each listed campaign in the desktop has a status that is identifiable by colour and icon.

Manual campaign statuses with sample description:

Automated campaign statuses with sample description:

Automated campaigns are identifiable by the 'gear' icon.

See also the Campaign Statuses diagram below...