Module : Advertising
Path: Campaigns > Advertising > Campaigns
Topic : Adding & Editing Campaigns
Version(s) : Version 5.1 and up 
Editions : All Editions

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What Are Campaigns?

Connect the Dots

Where will I see this within OLX?

What Reports Can Be Pulled?

1. Agent Reports,
   
2. Call Reports
   
3. Survey Reports
   
4. Customer Service Reports,
   
5. Sales Reports,
   
6. Media Reports,
   
7. Performance Reports,
   
8. Subscription/Installment Reports
   
9. Media Source List,
   
10. Manager Override,
    
11. Demographics Reports
    

What Imports/Exports Relate to my Campaigns?

Setup

Navigate to the Campaigns module from the Company Data menu. (Company Data > Advertising > Campaigns)

Tool Bar

Utilizing the buttons on the tool bar  you can:

Go back to the previous screen 

Add new 

Print 

Minimize module 

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Filter

You can use the filter options to narrow down the displayed selections.

1. Campaign Name
   
2. Client
3. Script
   
4. Default CC Pay Proc Acct
   
5. Default ECheck Pay Proc Acct
   
6. End Date
   
7. Start Date
   
8. Add additional filters by click the Add button 
   

Apply the filtered selections by clicking Apply Filter 

Remove the filtered selections by clicking Remove Filter 

To show inactive accounts in the displayed records check Show Inactive 

You can set the number of records to be displayed 

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Add New

1. To add a new campaign, click on the  Add New Campaign button in the blue module bar.
   
2. To copy an existing campaign, click on the  copy button next to the campaign you wish to copy.
   
3. To edit an existing campaign, click on the  edit pencil next to the campaign you wish to edit.
   
4. The Campaign Data window will pop up.

Campaign Data

1. Enter the campaign name.
   

   If you are going to be exporting media information, you will need to create a product group that is the same exact name as one of your campaigns
2. Enter a campaign code if applicable.
   
3. Enter the Customer Service number associated to this campaign.
   
4. Select the Client associated from the drop down menu of the client list.
   
5. Select the default Credit Card Payment Processing Account from the drop down list.
   
6. If applicable select the ECheck Payment Processing Account associated to this campaign.
   
7. Choose a start and end date for the campaign.
   
8. Enter any notes for the campaign to be viewed by users with proper permissions.
   

Performance Info

Packing Slip Info

Options

Custom Values

Portal

* To save the changes click the Save button .

* To cancel any of the current changes you have made click the Cancel button .

      This will close the window without saving any changes.

* To apply the current changes you have made click the Apply button .

* To print the current window click the Print button .

* To delete the selection click the Delete button .

      This will prompt you to make sure you want to delete this item.

• Clicking OK will delete the selected item and close the window.
  

Deleting a campaign only makes it inactive. A programmer is needed to make active again