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How to Setup a Marketing Campaign?
You can set up a marketing campaign to engage volunteers, promote opportunities, and encourage participation through targeted outreach.
1. Navigate to Mem360 Dashboard, type Marketing Campaigns in the Search field, and press enter.
The Marketing Campaigns List page is displayed.
2. Click New Campaign.
3. Enter or select the required values in the fields. For more details, please refer to the following sections.
4. Once all the fields are filled out, click Save.
The marketing campaign is added to the list.
Note: You can update or view the marketing campaign details by clicking Edit/ View in the desired row.
Primary Information
The Primary Information section within the Marketing Campaigns form allows you to set up key details about the marketing campaign.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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ID
|
Unique identifier of the marketing campaign
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TITLE
|
Name of the marketing campaigns
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CATEGORY
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Group to which this marketing campaign belongs
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MANAGER
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Individual responsible for overseeing the marketing campaign
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START DATE
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Date of commencing the marketing campaign
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END DATE
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Last date of the marketing campaign
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BASE COST
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Standard cost for the marketing campaign
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TOTAL COST
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Maximum cost for the marketing campaign
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EXPECTED REVENUE
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Projected income generated as a result of the campaign's efforts
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URL
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Link to an external site related to the campaign
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DESCRIPTION
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Detailed description of the marketing campaign
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Related Information
The Related Information section within the Marketing Campaigns form lets you configure additional campaign details to enhance campaign tracking.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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VERTICAL
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Focus area for the marketing campaign
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PROMOTION CODE
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Unique code to track specific campaign promotional efforts
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ITEM
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Netsuite product/service allowed in this marketing campaign
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AUDIENCE DESCRIPTION
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Description of the target audience intended to receive the campaign’s message
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OFFER
|
Incentives available to encourage prospective volunteers to participate in the campaign
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Events
The Events section allows you to set up the essential details related to the marketing campaigns. For more information, please refer to the following sections.
Email 0.00
The Email 0.00 section allows you to set up the marketing campaign details to be sent to the volunteers through email.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
|
Description
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INTERNAL ID
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Unique identifier for the campaign within the system
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TARGET GROUP
|
Audience for the campaign
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TEMPLATE
|
Predefined layout used for the campaign
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TITLE
|
Name of the email
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SUBSCRIPTION
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Item eligible for subscription within this campaign
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CHANNEL
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Communication medium used within this campaign
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COST
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STATUS
|
Status of the email campaign
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DATE
|
Scheduled date of this email
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TIME
|
Scheduled time of this email
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PROMOTION
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Promotional program/item associated with this marketing campaign
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CAMPAIGN CODE
|
Unique code for this marketing campaign
|
Lead Nurturing 0.00
The Lead Nurturing 0.00 section allows you to set up a marketing campaign via an alternative to traditional email blasts, focusing efforts on engaging leads who are genuinely interested in becoming volunteers.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
|
Description
|
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INTERNAL ID
|
Unique identifier for the campaign within the system
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TEMPLATE
|
Predefined layout used for the campaign
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TITLE
|
Name of the campaign
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SUBSCRIPTION
|
Item eligible for subscription within this campaign
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CHANNEL
|
Communication medium used within this campaign
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COST
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PROMOTION
|
Promotional program/item associated with this marketing campaigns
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CAMPAIGN CODE
|
Unique code for this marketing campaign
|
Direct Mail 0.00
The Direct Mail 0.00 section allows you to set up the physical marketing campaign, such as letters, postcards, brochures, or catalogs, to be sent directly to a prospective volunteer's mailbox.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
|
Field
|
Description
|
|
INTERNAL ID
|
Unique identifier for the campaign within the system
|
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TARGET GROUP
|
Audience for the campaign
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TEMPLATE
|
Predefined layout used for the campaign
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TITLE
|
Name of the campaign
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SUBSCRIPTION
|
Item eligible for subscription within this campaign
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CHANNEL
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Communication medium used within this campaign
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COST
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STATUS
|
Status of the marketing campaign
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DATE
|
Scheduled date of this campaign
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PROMOTION
|
Promotional program/item associated with this marketing campaign
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CAMPAIGN CODE
|
Unique code for this marketing campaign
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Other Events 0.00
The Other Events 0.00 section allows you to set up additional information related to the marketing campaign events.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
|
Field
|
Description
|
|
INTERNAL ID
|
Unique identifier for the campaign within the system
|
|
TARGET GROUP
|
Audience for the campaign
|
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TEMPLATE
|
Predefined layout used for the campaign
|
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TITLE
|
Name of the campaign
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SUBSCRIPTION
|
Item eligible for subscription within this campaign
|
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CHANNEL
|
Communication medium used within this campaign
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COST
|
|
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STATUS
|
Status of the marketing campaign
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DATE
|
Scheduled date of this campaign
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PROMOTION
|
Promotional program/item associated with this marketing campaign
|
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CAMPAIGN CODE
|
Unique code for this marketing campaign
|
Default Event
The Default Events section allows you to set up default event data related to the marketing campaign.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
|
Field
|
Description
|
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INTERNAL ID
|
Unique identifier for the campaign within the system
|
|
TARGET GROUP
|
Audience for the campaign
|
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TEMPLATE
|
Predefined layout used for the campaign
|
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TITLE
|
Name of the campaign
|
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SUBSCRIPTION
|
Item eligible for subscription within this campaign
|
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CHANNEL
|
Communication medium used within this campaign
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COST
|
|
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STATUS
|
Status of the marketing campaign
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DATE
|
Scheduled date of this campaign
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PROMOTION
|
Promotional program/item associated with this marketing campaign
|
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CAMPAIGN CODE
|
Unique code for this marketing campaign
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Communication
The Communication section allows you to configure the interaction channel used in the marketing campaign targeting volunteers
Keyword
The Keyword section allows the setting up of essential terms used in the marketing campaigns.
Please refer to the table below for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
|
Description
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FAMILY
|
Category of related keywords for better organization
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SEARCH ENGINE
|
Platform that utilizes the keywords for searching the related marketing campaign
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KEYWORD
|
Important terms used in the marketing campaigns
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System Information
The System Information section allows you to monitor and maintain workflow data.
