To add a campaign to an individual contact record

Typically, contact records will be automatically included within one or more campaign initiatives by virtue of matching segment criteria. However, routine customer engagement may identify a further target, outside of the original catchment, as a suitable candidate for the campaign. In such circumstances, a housing officer or call centre operator can assign them to the campaign manually, capture their initial response and then, for a positive outcome, proceed through to an associated questionnaire, where applicable.

The procedure to add a campaign to an individual contact record is as follows:

1. Using the global search facility, type in the first few characters of the contact to whom a campaign will be linked 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Campaigns (contact summary 360 view) 2. The Campaigns tile is activated.
4. Click on New Campaign. The Campaigns window is displayed, revealing a list of all campaigns for which the contact has not yet been included 3.
5. Highlight the row matching the campaign to be linked to the contact.
6. Click on Next. The Campaign Outcome window is displayed, ready to capture the contact's response in respect of the campaign. This requisite step mirrors that covered separately in the topic To update the outcome of a campaign for a contact.
7. Where multiple campaigns are applicable to the contact, the Campaigns window is once again displayed, revealing the remaining campaigns for which the contact has not yet been included; repeat steps 5 and 6 to add further campaigns to the individual contact record.
8. Otherwise, click on Close. All campaigns added to the contact record are displayed in the Campaigns summary table.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only campaigns where the segment criteria match the characteristics of the contact will be included in the list.

See related topics...

Campaign recipient management overview

To update the outcome of a campaign for a contact

To complete the contact responses for a campaign survey

To define the user profile

Using the search facility