Review the following tips and best practices when creating campaigns:
- Operational costs should be tracked at the Appeal or Source Code level. The choice of tracking overhead costs at the Appeal or Source Code level is made in Marketing > Campaigns > Settings.
- Package costs include any items that are applied to the actual insert or package and are tracked with the insert costs.
- Overhead Costs refer to any cost that is applied to the mailing or marketing effort as a whole. These costs tend to be difficult to break down on an item by item or cost per piece basis. You want to be able to track the costs against the appeal as a whole rather than trying to break out the costs against different source codes. This is especially true when you have multiple source codes within a marketing effort.
- Some costs apply only to a particular Source Code or part of a marketing effort, such as list rental costs or the difference between different packages sent. Even if you choose to track overhead costs at the Appeal level in your Marketing > Campaigns > Settings, you still have the option to be able track those additional costs. They are tracked as part of the package attached to the source code.
Campaign hierarchy
- Use appeals to split your campaign into major efforts.
- Define one or more solicitations for each appeal by target group, message, or delivery method.
- Assign one or more source codes to each solicitation to track responses.
- Create unique names at all levels: each campaign, each appeal within a campaign, each solicitation within an appeal, and each source code within a solicitation. The naming convention might be by department, type of campaign, year or quarter, or other meaningful methods.
Solicitations
- Combine multiple source codes and list sources into a single solicitation.
- Use consistent naming conventions when creating solicitations.
Source codes
- Use consistent naming conventions when creating source codes. Your administrator can set up automatically generated source codes that follow your organization's standards.
- To ensure accurate response data, do not edit a source code after the responses are processed.
Inserts
- Merges used for inserts must use either the NetContactData or the Prospect business object as a source. Do not use CsContactBasic or CsProspect as query sources for output processes.
- When output is generated using a project process engine, the query and source code specified in the campaign automatically override the query and source code specified in the project process engine definition.
- You can also create a new insert for a solicitation by clicking the New Insert button while viewing the solicitation.