Techskills

In this post let us see how we can create a Campaign using the WEB-IC.

You have to have a role of Marketing Position assigned to your profile, then only you can able to see the marketing information on the screen. Look at the following screen for the Menu on the web-ic for campaign creation.

All the submenus which ends with s are always search menus. If you click on the Campaigns then that will take you to the search. If you click on the camping then this will take you to the create.

Marketing elements has the following hierarchy.

Marketing plan >> Campaign>> Campaign Element >> Product.

Marketing Plan is Optional. This is used to tie all the campaign and the financial that is spent on the Campaign and gives a idea of how much the campaign cost.

 Campaign can directly contain Products or can have Campaign element(promo)(the next level — child for campaign) with product.

This all Marketing Element created depending upon your business need. Now let us see how we can create a campaign on the web ic and attach Product to the campaign and make this campaign ready for the process.

Let us assume the following example and work on that example:

   Requirement  We need to create a Campaign for a credit card company  for all the international travelers and provide a product (travel insurance 10$ for a trip).  

      So I am creating 10 Customers with the marketing attributes z_intl_trvl with value y for 6 of them and N to the rest 4 of them. Click here to see how to create marketing attributes and assign to the customer(BP). I am going to use the ELM to load the data so that I no need to one customer at a time. Click here to see how to load the data using ELM.

       Let us create a campaign for all the customers who are international travelers and send a email for them with product travel insurance. Let us see how to create a campaign and send a mail or fax or email and make our CRM system ready so that when the customer call us back and enquire or we can sell them the product. In this post I will only write about the campaign information . I another post I will take you thru the selling process and product creation.

   1. Create a Marketing Attribute so that we can capture the value (International traveler(Yes) or not(No)). (Click Here) Load the customer (BP) (Click here) or use the existing customer and assign this attribute to the BP data and assign the value Y to the customer(BP).

   2. Create a Profile and Target Group. (Click Here)

   3. Create a campaign using WEB-IC and attach the Product to the Campaign and Execute the Campaign ( start and make the Campaign Ready for selling the product) (Click Here).

 Now your campaign process is ready. Let us discuss about the campaign element and sales in another post.