Enabling Campaign Support

For an object, when campaign support is enabled, the Desktop Client user can use the object as the base object in a campaign.

By default, campaign support is enabled for the contact object.

You can also enable campaign support for the following objects:

•   Application

•   Enrollment

•   Lead

•   Goal

•   Academic Progress

•   Course History

•   Custom Objects - Campaign support can be enabled if the object shares a one-to-one or one-to-many relationship with the contact object, where the contact object is on the one side of the relationship.

Once enabled, campaign support cannot be disabled.

The following functionality is also enabled when you enable campaign support:

•   Preference support

This refers to functionality in which information is collected prior to communicating with targets about their preferred media of campaign notification. The available media are email, letter, and SMS. To enable this behavior, you need to create categories and groups. For more information, see Managing Contact Preferences.

In campaigns, the target's preferences are set in the Preferences tab. This verification is performed for the following campaign actions:

◦   Send mailer

◦   Send SMS

◦   Create Letter

◦   Create Label

You are required to enable preferences for an object so that communication preferences can apply to items of the object as they progress in a campaign. For more information, see Desktop Client Help and Web Client Help.

•   Support for logging communication history in campaigns

This refers to functionality where the history of all communication with a target is logged in the Campaign Communication tab of the base object. To enable this behavior, the value of the Enable logging communication history in campaign actions option in the Global Options page must be set to Yes. For information about this option, see Enable logging communication history in campaign actions.

As a result of enabling these settings, the Log communication history check box can be selected in Desktop Client in the following campaign steps: Create Label, Create Letter, Export Records, Send mailer and Send SMS. For more information, see Desktop Client Help.

To Enable Campaign Support

1.  Click the Objects node in the navigation pane.

2.  In the results pane, select the object for which you want to enable campaign support.

3.  Click Feature Support. The Feature Support dialog box is displayed.

4.  Select the Campaign Support check box.

In the Relationship drop-down list, one-to-one and one-to-many relationships that the contact shares with the selected object are displayed. However, when you enable campaign support for the Academic Progress, Course History, Enrollment, Goal, Lead, and Test Score objects, only the Link to Contact relationship is available for selection.

5.   Select a relationship and click Save. A message is displayed prompting you to confirm that support will be enabled permanently.

6.  Click OK.

Campaign support is enabled for the object, and the value in the Campaign column in the results pane is set to Yes.

Note 

•   The Campaign Support check box will be disabled if campaign support cannot be enabled for the object.

•   When campaign support is enabled:

◦   A new permission in the <Object name> format is created as a child permission under the Manage Campaign permission. To work with campaigns based on a particular object, ensure that the corresponding Manage Campaign object-level permission is enabled.

To work with the object in campaigns, the user must sign off and sign on to Desktop Client.

◦   In Desktop Client and Web Client, the Campaign Communication tab is displayed in the base object.

•   If campaign and preference support were enabled in a previous version, the Campaign Support check box is selected and the relationship that was previously selected also applies in the current version to campaign, preference and campaign communication support.

•   If only campaign support was enabled in a previous version for the Lead, Enrollment, Goal, Academic Progress and Course History objects, the Link to Contact relationship is selected along with the Campaign Support check box. This selection also applies to preference and campaign communication. For other objects for which only campaign support was previously enabled, you need to select a relationship from the relationship list.

To work with the preferences feature, in Desktop Client and Web Client, the Preferences tab is displayed in the Contact Object by default. No other changes specific to preferences occur in a custom object when campaign support is enabled.

Changes in Objects with Campaign Support

This section describes the new tabs and properties in an Object when campaign support is enabled.

New Properties in the Properties Tab

Property	Description	Value Updated by (System/User)	Property can be Edited/ Deleted
Send Mailers	Indicates whether Mailers can be sent to the Object item when the Object item is added as a Target in a Campaign. If the value for this Property is set to No, Mailers will not be sent to the Object item.		No	No
Send SMS	Indicates whether SMS messages can be sent to Object items. By default, the value of this Property is set to No. You can change its value to Yes.		No	No
Message Type	Indicates the format in which the Object items can receive e-mail. The format can be Text or HTML or both.		No	No
Last Mailer Sent On	The date on which the last Mailer was sent to the Object items.		No	No

New Tabs in the Object Window

Mailers Tab

The Mailers tab displays details of Mailers sent to Targets that corresponds to the Object item. For a new Object item, this tab is always blank. The following table describes the Properties displayed in the Mailers tab:

Property	Description
Target ID	The unique identifier of the Target that corresponds with the Object item in a Campaign. An Object item added to a Campaign is converted into a Target when the Object item progresses from one step to another in the Campaign. The value for this Property is automatically generated by the system.
Mailer ID	A unique identifier for the Mailer sent to the Target. The value for this Property is automatically generated by the system.
Subject	The subject of the Mailer sent to the Target.
Campaign ID	The Campaign to which the Object item was added as a Target.
Campaign Name	The name of the Campaign through which Mailers were sent to the Target.
Mailer Status	The status of the Mailer. It indicates whether the Mailer was sent and delivered to the Target. This Property can have one of the following values: •   Sent: Indicates that the Mailer has been sent to the Target. •   Sent Failed: Indicates that the Mailer was not dispatched successfully. •   Undelivered: Indicates that the Mailer was not delivered to the Target. •   Opened: Indicates that the Target viewed the Mailer. This value is displayed only if Read receipts are enabled for the computer on which the Campaign Dispatcher used for sending the Mailer is installed. •   Responded: Indicates that the Target has sent a response to the Mailer. •   Excluded - Bounced: Indicates that the email address of the target was hard or soft bounced, and it was excluded from the list of recipients at the Send mailer action. •   Excluded - Preferences Mismatched: Indicates that the target did not receive the email sent at the Send mailer step because preferences in the campaign did not match the target's preferences.
Date of Action	The date on which the Target performed an action related to the Mailer. This action may be sending a response to the Mailer, clicking a URL in the Mailer or filling a Web form.

Targets Tab

If the object item is a target in a campaign, the target-related details are displayed in this tab. For a new object item, this tab is blank.

URLs Clicked Tab

This tab displays details of the URLs clicked by the recipient. The following table describes the properties displayed in this tab:

Property	Description
Campaign Name	The name of the Campaign through which Mailers were sent to the Targets.
Mailer Subject	The subject of the Mailer sent to the Targets.
URL Name	The name of the Web page that opens on clicking a URL.
URL Details	Details related to the URL accessed by the Target.
Last Clicked On	The date on which the URL was last accessed by the Target.
No. of Clicks	The number of times the URL was clicked by the Target.
Target ID	The Target that corresponds with the base Object item in a Campaign.
Mailer ID	The ID of the Mailer sent to the Target. The value for this Property is automatically generated.
Campaign ID	The Campaign to which the base Object item was added as a Target.

Note 

For objects other than the contact object, although values are displayed in the Target ID, Mailer ID and Campaign ID Properties, the values are not displayed as clickable links. You cannot click the values to view the associated Target, Mailer or Campaign.

Campaign Communication Tab

This tab stores campaign communication records that are created as a result of outbound communication sent to targets in the following campaign steps: Create Label, Create Letter, Export Records, Send mailer, and Send SMS. By default, records in this tab are displayed in descending order based on the Created On property.

The following details are displayed in this tab:

Property	Description
Campaign Communication ID	A unique identifier of the campaign communication. The value for this property is automatically generated.
Type	The campaign step at which the campaign communication record is generated. This property can have one of the following values: •   Create Label •   Create Letter •   Export Records •   Send mailer •   Send SMS
Created On	The date and time when the campaign communication record was created.
Status	For the Create Label, Create Letter, Export Records, and Send SMS campaign steps, this property can have one of the following values: •   Success - Indicates that the communication at the step was successfully dispatched from the system. •   Failed - Indicates that the communication at the step failed to be dispatched from the system. For the Send mailer step, other than the above values, this property can also have one of the following values: •   Soft Bounced - Indicates that the communication at the Send mailer step was soft-bounced. •   Hard Bounced - Indicates that the communication at the Send mailer step was hard bounced.
Campaign ID	The ID of the campaign.
Campaign Name	The name of the campaign.
Template ID	The ID of the record processed at the step: •   Create Label and Create Letter: The ID of the print template used at the step •   Export Records: The ID of the export configuration •   Send mailer and Send SMS: The ID of the mailer template used at the step
Template Name	For the indicated campaign steps, this property can have one of the following values: •   Create Label and Create Letter - The name of the print template used at the step. •   Export Records - The name of the export configuration. •   Send Mailer, Send SMS: The name of the SMS or mailer template.
Step Name	The name of the campaign step.
Base Object	The base object of the campaign.
Target Name	The name of the target. The value in this field is displayed in the following format: Target for <Object> Object ID: <Object ID>.
Newsletter	For the Send mailer step, this field indicates if the step is included in a newsletter campaign. The values Yes or No are displayed. This field is blank for other campaign actions.