Creating a Regular Campaign

This article will discuss the process of creating and amending Regular Campaigns in SRM Campaign which is the first step in building a Campaign. Within the Campaign, you'll define the Campaign Duration and Campaign Target. This target is measured in the Campaign Response.  

Add a new Regular Campaign

1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Campaigns.
2. On the Campaigns page, you'll see a list of all current campaigns. Click Add Campaign in the top right-hand corner.
3. On the Add Campaign page, firstly, enter a Name for your campaign. Next, select a Target from the Campaign Targets list based on what you would like to measure. As this is used to track Campaign Response, it's important that you select a relevant Campaign Target.

   For example, if you are running a general ticket campaign for an upcoming fixture, the Name might be Clubname v Club A [Date of fixture] General Tickets and your Campaign Target would be that specific match which can be found under Ticketing General. 

   For some products we cannot measure the campaign response depending on the settings or integration(s) present. A message will be displayed if you select a Campaign Target that we cannot measure the response for. This message reads: Please note that the current Campaign Target has no correct role definition and Campaign Response will not be measured.

   
4. The Target, Role Definition and Product Area ID will all automatically update once you have selected your Campaign Target.
5. The Product is important for your campaign reporting and to organise your campaigns in to specific categories. Select your Product using the dropdown list. If you need to create a new Product, click New.
6. Add a Start Date, which is usually the date that the first communication will be sent. Add an End Date, which is a date in the future after the entire campaign has been executed, or the day after the fixture has been played if your campaign is based on a specific fixture.

   Campaign Response is only measured for the duration of the Communication List. It is recommended to have a Communication List duration for a maximum of 7 days depending on your Campaign dates.

   
7. Click Add Campaign.  
8. You will then be directed to the Communication List page within your new Campaign. To return to the Campaigns page, click on the back arrow in the top right-hand corner. Your newly created Campaign will appear at the top of the list.
9. Your Campaign has now been created. The next step is to add Communication Lists.

   Find out more about Adding a Communication List here. 

View/edit/archive an existing Regular Campaign

1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Campaigns.
2. On the Campaigns page, you'll see a list of all Campaigns. Navigate to the Campaign that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Campaigns fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow.
3. Once you have located your Campaign, click on the Update Campaign icon.
4. The Update Campaign page will now appear. If you wish to archive the Campaign, click Archive Campaign in the top right-hand corner.
5. Amend any criteria that you want to update, then click Update Campaign.
6. Your campaign has now been updated.

Contact your Customer Success Manager if you require any assistance outside of what is outlined in the Help Center.