Add a Campaign

Campaigns allow you to gather accounts and/or contacts which meet a defined criteria to perform a mass communication effort. Campaign can include communicating with repeat exhibitors, customers who have held multiple events in the past year, holiday party invitees, alumni groups, and more. For more about campaigns, see Campaigns Overview.

Adding a campaign has three steps:

  1. Add the campaign.
  2. Add the steps in the campaign to populate it with accounts/contacts.
  3. Execute the campaign steps to retrieve the accounts/contacts for the campaign.

Once your campaign is added, you can then begin to work the campaign.

In this article:

Add the Campaign

A campaign contains the criteria for the campaign and the accounts/contacts within the campaign. To add a new campaign:

  1. Navigate to the Campaigns page for the area of Momentus Enterprise for the campaign (Event CRM, Registration, and so on), and click Add. The Add Campaign window opens.
  2. Enter the following information:
    • Description: Name of the campaign.
    • Owner: Internal user responsible for the campaign. Defaults to the user adding the campaign.
    • Coordinator: Internal user coordinating the campaign. 
    • Active: If checked, the campaign is available for selection in drop-downs.
    • Locked: If checked, only the user assigned as the owner can make changes to the campaign and retrieve the campaign results.
    • Summary: Brief note about the campaign for informational purposes.
    • ID: Unique alphanumeric code used by the system.
      • *AUTO will auto-generate a code. You can overwrite the *AUTO with your own code if desired.
    • Group: Campaign group assigned to the campaign.
    • Event: Event associated with the campaign, if applicable.
  3. Click Save.

Add the Campaign Steps

Campaign steps determine which accounts/contacts are included or excluded in the campaign. You can have as many steps as you need to add and/or remove the desired accounts/contacts. You can add campaign steps based on:

  • SQL Statements: Uses a SQL statement to add/remove accounts/contacts from a campaign.
  • Macros: A Macro Step is a pre-written SQL statement you can use to include/exclude accounts/contacts in a campaign. You use campaign macros for common SQL statements. See Campaign Macros for information about adding and maintaining campaign macros. 
  • Queries: Query steps allow you to use the information (tables and fields) within Enterprise to find the accounts/contacts you want to include in a campaign or the accounts/contacts you want to remove from a campaign. You define the table you want to use for the query step and then within the query step, you can define the field criteria you want to use to include/exclude the accounts/contacts within the campaign.
  • Any combination of the above

You can also add a step to convert organizations to individuals. In order for this step to run, one of the above steps must also be added to the campaign.

To add campaign steps:

  1. On the campaign you added, select the Campaign Steps tab and click Add.
  2. Select how you want to add accounts/contacts to the project, and if you want to convert organizations to individuals:

    1. Select Add SQL Step. The Add SQL Step window opens.
    2. Enter the necessary information:
      • Description: Name of the campaign step.
      • Operation: Select what to do with the accounts/contacts that are selected as part of the step:
        • Add: Selected accounts/contacts are added to the campaign.
        • Keep Only: Used as an additional filter for adding accounts/contacts to the campaign. For example, keep only accounts with Arts & Science or Education market segments.  
        • Remove: Selected accounts/contacts are removed from the campaign.
      • Campaign Step SQL Statement: SQL statement for the step.
    3. Click OK.

    1. Select Add Macro Step. The Add Macro Step window opens.
    2. Select the macro for the campaign.
    3. Click Select.

    1. Select Add Query Step. The Add Query Step window opens.
    2. Enter the necessary information:
      • Description: Name of the campaign step.
      • Operation: Select what to do with the accounts/contacts that are selected as part of the step:
        • Add: Selected accounts/contacts are added to the campaign.
        • Keep Only: Used as an additional filter for adding accounts/contacts to the campaign. For example, keep only accounts with Arts & Science or Education market segments.  
        • Remove: Selected accounts/contacts are removed from the campaign.
      • Project Step Table ID: Table to use for the campaign step criteria.
    3. Select the Query Step Fields tab. This is where you determine which fields and the values in the fields to use to include/exclude accounts/contacts for the step.
    4. Click Insert Row hyperlink. A new row displays in the tab.
    5. Enter the following information:
      • Column Name: Field to use to select the accounts/contacts for the step.
      • Operator: How the value entered into the Value field needs to match the information on the account/contact to include it in the step.
      • Set Value: Click the Set Value hyperlink to determine the value to use for the step criteria. The Set Value window opens. The information available in the Set Value window is dependent on the field selected from the Column Name drop-down. 
      • ( or ): Add parentheses for and between conditions if needed. 
      • Logical Operator: If adding additional fields to the step, select if accounts/contacts need to meet the criteria of the current and next field (AND) or if an account/contact only needs to meet the criteria of the current or next field (OR).
    6. Click the green plus sign (+) to the left of the row to add additional field criteria. 
    7. Click OK once all field criteria is entered and complete.

    1. Select Convert Organizations To Individuals Step. The Convert Organizations to Individuals window opens.
    2. Enter the necessary information:
      • Method: Retrieval process preference.
        • Stop Retrieving At First Step With Results: If selected, the campaign retrieval process stops once results are returned regardless of any additional configured steps.
        • Process All Conversion Steps: If selected, the campaign retrieval process uses all campaign steps.
      • Keep Organizations if Contacts Not Found: If checked, the organization account is kept if no individual/contact is found.
      • Individuals Inherit Organization's Status: If checked, the organization's contacts included in the campaign use the organization's account status.
    3. Click OK.
  3. Click OK once you have added all steps to the campaign.

Copy a Campaign Step

If you want to add a step which is very similar to an existing one, you can copy the existing step and updated it. 

To copy a campaign step:

  1. Select the campaign step you wish to copy.
  2. Right-click and select Copy Step. A copy icon displays to the left of the selected link to indicate it was copied.
  3. Select the step you want to precede the new step.
  4. Right-click and select Paste Step. The Paste Campaign Step window opens.
  5. Enter a new description for the step.
  6. Click OK. The new step is added after the selected step.

Rearrange the Order of Campaign Steps

You are able to rearrange the order of campaign steps.

  1. Select a campaign step.
  2. Right-click and select Rearrange Rows. The Rearrange Rows window opens.
  3. Use the arrow buttons on the left to change the order of the campaign steps.
  4. Click OK.

Execute the Campaign Steps

After all the campaign steps are created to determine which accounts/contacts to add/remove from the campaign, you can then run those steps to populate your campaign. When you run the campaign steps, Enterprise uses the parameters in the steps to find the accounts/contacts that meet the criteria and builds the campaign with those accounts/contacts. To run the campaign steps:

  1. Navigate to the Campaigns page for the area of Momentus Enterprise for the campaign (Event CRM, Registration, and so on).
  2. Select the campaign for the account/contact criteria.
  3. Right-click and select Tools > Retrieve. The campaign retrieval process begins. When the process is complete, the Count field updates with the number of accounts/contacts available in the campaign.

Next Steps

Now that your campaign has been created, you can then begin to work the campaign. If you need to edit the campaign or one of its steps, see Edit a Campaign or a Campaign Step for instructions.

 

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Comments

21 comments

Date Votes
  • Tom Meersman

    Hi,

    When you retrieve a project you always get prompted the following: "Do you wish to keep the detail status values, where applicable?"

    When you accidentally click no here, all of the project detail statusses are reset...

    Is there a way to avoid this?

     

    Regards,

    Tom

    0 upvotes

  • Tom Meersman

    Furthermore, you state "As accounts are added to the database with a city of St.Louis, the Project will automatically update to include them."

    This is not the case, the project is not automatically updated, you have to retrieve the project again, or I am missing something here...

    0 upvotes

  • Kirsti Robben

    Is the email marketing option available in V19? I get an error because it tries to open a V20 window when I click E-mail marketing settings. Also in V19 there are also Projects in ER&H; is it possible to do mass e-mailing from those as well? 

    0 upvotes

  • Alex Cartwright

    Kirsti - email marketing is v20 only (although you can see elements of it in later versions of 19.x). However you can mass e-mail from a v19 project under Tasks. One trick - it will look like it is sending one e-mail with everyone in CC, but it isn't. Click Preview to confirm each one, especially if using a template with wildcards.

    0 upvotes

  • Kirsti Robben

    Thanks Alex, I already found the e-mail option under Tasks; but your remark about previewing is very useful!

    If you cancel a previewed mail, will it continue with the next mail or does it terminate all of the mailing?

    0 upvotes

  • Alex Cartwright

    Not sure without trying - perhaps you could make a project with a few internal (or personnel) accounts, and test that way?

    0 upvotes

  • Kirsti Robben

    Thanks, I'll try it with some test accounts.

    0 upvotes

  • Lori Lee

    Apparently this is only available in 20.7 and higher? I don't see a PROJECTS option from the main menu in 20.6. All I see in 20.6 is Projects(v19). 

    0 upvotes

  • Alex Cartwright

    I know that at some point they are being re-branded as Campaigns, but as we run on 19.5 I cannot confirm the details.

    0 upvotes

  • Maggie U.

    Lori, you are correct. v20 Projects is available in version 20.7 and above. Beginning in v20.8, Projects were re-named Campaigns but the functionality remains the same.

    0 upvotes

  • Tom Meersman

    is it correct that 'add query step', 'add SQL step' and 'add Macro step' is still not available in v20.8L ?

    0 upvotes

  • Carrie Spalding

    Tom,

    It is not exclusively available in v20.  The functionality is there, but it requires bridging to v19.

     

    -Carrie

    0 upvotes

  • Tom Meersman

    Carrie,

    Any chance this will be integrated in v20 without bridging? The less we have to bridge, the better :-)

    0 upvotes

  • Carrie Spalding

    It absolutely will be at some point, but unfortunately it's not on the plan in the near future.  Sorry!

    --Carrie

    0 upvotes

  • Martha Hier

    Hi 

     

    It's been over a year now. Is there a way add query steps without bridging to v19.

    0 upvotes

  • Carrie Spalding

    Martha,

    I requested an update from Product Management, and it is actively being worked on, but we do not have a set release date yet.

    Thank you!

    --Carrie

    0 upvotes

  • Michaela Dwyer

    Hi

    Is there a way add query steps without bridging to v19? 

    0 upvotes

  • Ryan Canny

    Hi Michaela - Bridging to v19 is the only way you can add query steps at this time. We will be sure to update this thread when Development has plans to implement this feature in v20. 

    Thanks,

    Ryan

     

    0 upvotes

  • Sean Tame

    Hi Ryan,

    Are you aware of the bugs with the bridging to v19 to add Query Steps?

    I have found on pretty much all versions that the first query you add is numbered 2 and the second query you add is numbered 4 and the 'Add, Keep Only, Remove' radio buttons are all greyed out and stuck on Add (this is always the default option for step 1 but not subsequent steps).

    We are forced to create all steps as 'Add' and then Edit the campaign in v19 to amend the steps accordingly - very frustrating.

    0 upvotes

  • Ryan Canny
    • Edited

    Hi Sean,

    I was not aware of this so thanks for bringing to my attention.  I just tested all versions and found the same inconsistencies with the first query step showing 2 instead of 1 (will enter a case for this). However, the second query is showing step 3 and not 4. The second issue with the 'Add, Keep Only, Remove' radio buttons being greyed out and stuck on Add has been fixed as part of a previous customer case a few weeks back. This change went into 20.94 F and 20.93 J service packs.

    Thanks,

    Ryan

    0 upvotes

  • Sean Tame

    Thanks Ryan,

    good to hear.

    0 upvotes

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