Actions with Automated Campaigns

Requires Marketing Automation module.

Users require appropriate access rights.

- see Configuring user rights for Marketing Manager

Convenient controls for Automated Campaigns:

To Start an automated campaign

Users can edit up to the Campaign offer start date, after which the Campaign is Read Only except for campaign treatment end date and the cost fields.

1. Mouseover the campaign to see the controls, as shown above.
2. Select the Start button.

   If this is a new campaign you will be prompted with a Start Campaign popup window:

   

3. Optionally change the Start Date.
4. Select OK.

To Pause an automated campaign

1. Mouseover the campaign to see the controls, as shown above.
2. Select the Pause button.
3. Select OK when you see the prompt:

   

   (Click Start when you wish to resume the campaign)

To Edit an automated campaign

Users can edit up to the campaign offer Start date, after which the campaign is Read Only except for campaign treatment End Date and the cost fields.

1. Mouseover the campaign to view buttons and then click the Edit button:

   

   In the Edit Campaign window these are the areas where you can edit an active campaign:

   

   1. The Reporting End Date - change this to shorten or extend the campaign.

   If EXACT won't allow you to extend the date, it may be because the phone number associated with this campaign has already been pre-booked for another campaign over that extension period.

   1. The Design & Set-up Costs. These are added to the Total Costs for the campaign and affect the ROI reported in the Dashboard.
   2. Edit Campaign Media - Actual Cost, which often changes during a campaign. This is calculated towards the Total Cost and affects the ROI reported in the Dashboard.
      
      NOTE: All fields in the Edit Campaign Media window are editable up until campaign start.

      

To Stop an automated campaign

1. Mouseover the campaign to view buttons and then click the Stop button (as shown in the image above)
2. Take careful note of the popup window that appears:

   

3. Select Yes only if you are certain that you do not need the campaign to be restarted.

   Note that a superuser can also delete a Stopped campaign.

To Delete an automated campaign

Users can delete campaigns at Planned and Awaiting Start statuses.
A superuser can also delete a Stopped automated campaign.
Only the Support Desk can delete Completed campaigns.

1. In the Marketing Manager desktop, mouseover the campaign to display buttons.
2. Select the Delete (Bin) button.

   

3. When the confirmation popup window displays click Yes.