Overview

Trident 1™ provides users the ability to create customer accounts and process orders, rentals, memberships and events. This work instruction provides a step by step process for creating a campaign in Trident 1.

A campaign is used for marketing purposes. Campaigns cover advertisements, banners and emails to name a few uses. Campaigns provide opportunity to attract new business and customers. 

Process

To begin this process, perform the following:

1. Hover the mouse over the Customer menu

Open

2. Then hover over Campaigns.

3. Click Create Campaign.

Open

Campaign Information

1. Click the Campaign Name field.  Enter the name of the campaign.

2.  Click the Campaign Status drop-down.

Select one of the following statuses:

·         Active

·         Cancelled

·         Completed

·         Inactive

·         Planning

3. Click the Assigned To drop-down.  Select the user assigned to the campaign.

4. Click the + icon to the right of the Product field.  Select the product for the campaign.

5. Click the Campaign Type drop-down.  Select the type of campaign taking place.

7. Click the Expected Close Date calendar icon.  Select the date the campaign ends.

8. Click the Target Audience field.

Enter the type of audience, examples:

·         Customer

·         Government

·         Hunters

·         Self Defense

9. Click the Sponsor field.  Enter the name of the company or individual sponsoring the campaign.

10. Click the Num Sent field.  Enter in the number of emails that you are sending out.

Expectations & Actuals

A campaign requires a projected budget and an actual return on the investment. Supplying the necessary information provides the management team dashboard data. The information is used to determine the success of the campaign and how to proceed in the future. Provide the following information to complete the section for the campaign.

1. Click the Budget Cost field. Enter the maximum budget amount for the campaign.

2. Click the Actual Cost field. Enter the actual total cost of the campaign.

3. Click the Expected Response drop-down.

Select one of the following:

·         Average

·         Excellent

·         Good

·         Poor

4. Click the Expected Revenue field.  Enter the amount of income expected to earn.

5. Click the Expected Sales Count field.  Enter the expected earnings.

6. Click the Actual Sales Count field.  Enter the actual revenue sales entered.

7. Click the Expected Response Count field.  Enter the estimated number of attendees.

8. Click the Actual Response Count field.  Enter the actual number of responses for attendance.

9. Click the Expected ROI field.  Enter the expected return on investment.

10. Click the Actual ROI field.  Enter the return on investment.

Description Information

Add any applicable campaign information into the Description field.

1. Click the Description field.

Enter any applicable information, examples:

·         The layout

·         Design

·         Target dates

2. Click Save.