Campaign Response Recording
You can use this fast-entry function to record responses to a campaign, such as paper-based responses from a trade fair or advertisement campaign.
Responses include any inbound campaign response data related to existing or prospective business partners. Response data can include business partner details such as answers to campaign survey questionnaires, notes, or comments.
The campaign response recording application also allows you to create the following, quickly and easily:
Sales prospects (accounts)
Contacts
Leads, activities (interaction logs)
Prerequisites
You have maintained the settings for campaign management.
You have released the campaign for which responses are to be recorded.
Features
A response code is used to identify responses from existing or prospective business partners. You can use three types of campaign response codes:
Coupon Code – a unique code for a campaign or campaign element. This code identifies the campaign or campaign element associated with a coupon.
Campaign/Campaign Element ID – a unique identifier for a campaign or a campaign element.
Personalized Response Code – a unique ID representing the relationship between the campaign or campaign element and the business partner. This code is visible in personalized mail, and is typically used by marketing assistants to identify the relevant campaign, campaign element, or business partner.
Activities
You can use the campaign response recording application to search, create, check, and update business partner information such as address-related information for accounts and contacts.
When the response code is a coupon code or a campaign/campaign element ID, the system determines and displays the relevant campaign/campaign element and description. You can use the displayed page to enter relevant response details such as account details, contact details and lead/interaction log details.
When the response code is a personalized response code, the system determines and displays the relevant campaign/campaign element, description, account and contact details. You can then use the fields in the displayed page to update and modify response information. If more than one contact is assigned to the account, the system displays a list of all contacts in the
Available Contacts
table in theContact
section of the page. When you select a contact from this list the system displays the contact details in the section below the table. You can also add a new contact to the list ofAvailable Contacts
by clickingAdd Additional Contact
and entering the new contact details. The new contact is saved as the new lead contact for the account. You can also select a contact from the table and assign and save it as the lead contact in theLead/Interaction Log
.The system identifies the campaign/campaign element and determines which survey (lead, activity, or marketing survey) to assign to the response. You can update and save survey data by selecting a survey from the
Assessment
dropdown box located in theLead/Interaction Log
page view.You use the template feature to create new leads and interaction logs. To create a new lead/interaction log for the current account use the
Template
field in theGeneral Data
section of the page. The new template data is displayed in theLead/Interaction Log
section.