Setting up campaigns

Follow standard iMIS procedures for licensing and installing Campaign Management.

After installation, you must synchronize responses before other setup tasks. This initializes the database to recognize new product sales only so that the response reporting does not include previous sales.

Security groups specify levels of access and control for users. Each user must have a record in the database before you can add them to a security group.

Set up Campaign Management according to the method your organization uses to track and process data. These options apply to all campaigns. Use the Business Object Designer to track additional information that is important to your organization's marketing success.

Many charities frequently record donations outside of iMIS or by the use of a third party. Marketing campaigns in particular contain valuable information such as source codes.

Source codes are integral within iMIS when managing campaigns because they allow organizations to track responses in order to measure the effectiveness of each campaign.

Staff users are provided the ability to import source codes directly from the Staff site:

1. From the Staff site, go to Marketing > Campaigns > Import source codes.
2. Select the file to import.
3. Click Upload. In order to import source codes, you must enter the data in a tab-delimited file that contains columns. Most spreadsheet applications, such as Microsoft Excel, can create tab-delimited files (.txt). You must arrange the columns in the tab-delimited file in the same order as they are listed below:
Click to view table

Column	Description
A. Source codes (required)	If the source code does not yet exist and a campaign code is also specified, the source code will be created. There is a 40 character maximum for source codes.
B. Campaign (required)	If the campaign does not yet exist, it will be created. There is a 10 character maximum for campaigns.
C. Appeal (optional)	If this appeal does not yet exist within the specified campaign code, it will be created. There is a 50 character maximum for appeals.
D. Solicitation (optional)	If this solicitation does not yet exist within the specified campaign code and appeal, it will be created. There is a 50 character maximum for solicitations.

4. (optional) If warnings or errors were reported when importing, click Download errors to view the report. Create a new tab-delimited file that contains just the warning and errors. Do not include data that has already been successfully imported. Correct the file, then upload and process it again.
5. Click Process. All import files that are processed are recorded in the Review log files section with the description of the warnings if any were reported from the import.

You can assign source codes to hyperlinks, allowing you to accurately track responses to specific communication efforts and associate them with the appropriate campaign. The following commerce items can be associated with a source code:

• Product purchases
• Event registrations and adjustments
• Paid invoices
• Give Now donations
• Join Now registrations

Source codes are associated with a particular visit. A visit is considered to begin once the user selects a hyperlink containing a source code. Once the order is submitted, the entire order is associated with the visit’s initial source code, and each item line is assigned the source code associated with the last encountered reason for the current visit. Any item that does not have a defined source code will be assigned the initial source code. A visit is considered to be ended once the browser is completely closed, or once a user logs off.

For example, a website user sees a Facebook post by your organization that is promoting a new book offered in the store. In the post is a link so viewers can learn more about the book. This link is using the “FBOOK1” source code. The user clicks the link in the post and adds the book to their cart. The user then minimizes the browser to check their email.

In their inbox they see an email from your organization promoting an upcoming event, along with a link to learn more about the event. The link in the email is using the source code “EMAIL2.” The user then clicks the link in the email and registers for the event. After reviewing the cart, the user enters the payment information and submits the order for the book and event.

The entire order is assigned the “FBOOK1” source code, the book is assigned the “FBOOK1” source code, and the event is assigned the “EMAIL2” source code. If the user added any other items from simply clicking around the site after registering for the event, those items would be assigned the “EMAIL2” source code. The last encountered source code is the one assigned to any new purchases.

After the order is submitted, the dollar amount raised for each source code will be added to the total amount of the associated campaigns. A Staff user can view individual campaign progress from the Staff site at Marketing > Campaigns > Track campaigns.

These hyperlinks can be included in various marketing platforms:

• Email messages
• Social media accounts
• Another organization’s website
• Online advertisements

To associate a source code with a hyperlink, you need your organization’s URL and the source code you want to use to track the marketing email.

The URL for the hyperlink must use the following format: OrganizationURL/Shortcut?SourceCode=ABC123

For example: http://imisfoundation.org/imis/MBR/NewEvent?SourceCode=BB0055

This hyperlink directs the donor to the organization’s new event. Registrations in response to the email (for example, by clicking on the embedded link) are associated with the Source Code "BB0055".

If the URL already has another parameter in it, the following format is used:

OrganizationURL/Shortcut?SomeOtherParameter=123&SourceCode=ABC123

To assign a source code to a hyperlink in a marketing email template:

1. Open the email editor from an IQA query that retrieves the contacts you want to target.
2. Create an email.

Note: The From field and the To field are only required when sending an email. You do not have to populate these fields to create a template.

3. Select the text or graphic you want to link to your website.
4. Open the Hyperlink Manager.
5. Enter the URL in the correct format:

OrganizationURL/Shortcut?SourceCode=#######

6. Click OK.
7. Click Save Draft As. You are prompted to enter a name for the template.

Note: The Document system saves the template to $/Common/Communications. See Using a saved email template for information on opening and editing a saved email template.

8. Name the template.
9. Click OK.

Note: Any subsequent changes to this template, when attached to the same data source, will be a simple save operation. Changes will not require saving a new copy of the template.

Note: You can associate source codes to hyperlinks in any email, not just ones created from templates.

Sometimes people want to be removed from a campaign mailing list. This action is called opting out. Campaign managers want to know the number of people who opt out of a campaign and which source code is related to the opt-out action.

Understanding the tracking of opt-outs helps you analyze the campaign's effectiveness. Opt-outs are tracked from the originating source code so that your campaign manager knows the source code that caused the opt-out action.

Two settings and inserting code into an email template control the opt out configuration (Marketing > Campaigns > Settings):

• Opt Out Url field points to a special opt out page, such as http://www.domainname.org/iMIS/OptOut.aspx. When the person clicks on the link in the email containing the Opt Out code, they are taken to this page. The page can contain instructions for choosing to be removed from the list, or request further information for why the message caused the email recipient to choose to be removed.
• Opt Out Key field contains %OPTOUTURL% by default. This field contains the code that you insert into the email template in the HTML code. You could change it to %REMOVEME% or another variable name, but you must be sure to change the code in the email templates that use the Opt Out Key in them.

When you create an email merge template, use HTML, not plain text, and use %OPTOUTURL% for the URL for the link. For example, add the text, "If you want to be removed from our campaign, click here." Highlight "click here" and insert a link. Enter %OPTOUTURL% as the URL and choose Other as the Type.

Using this email merge, generate output from a source code. The email messages are generated and sent.

When an email recipient clicks the "click here" link in the campaign email, they go to the URL for the Opt Out Url page configured in the Staff site (Marketing > Campaigns > Settings).

If you have more than one source code in one campaign that solicits the same prospect, opting-out for any one source code should opt-out all source codes in the campaign that have solicited that prospect. In addition, iMIS discontinues all further campaign appeals, solicitations, and source codes for that prospect, even those that are created after the opt-out. In short, any future lists automatically exclude that contact from being selected again.

For example, when you look at the Record Responses area and look up an ID, you see every source code the person with that ID is being solicited for. If a member is solicited by two different source codes within the same campaign, they are shown as opted-out of both campaigns.