Creating a Campaign

introduction welcome to the campaign setup guide! whether you're launching a marketing campaign for the first time or editing an existing one, this guide will walk you through the essential steps to ensure a smooth and successful campaign setup what is a campaign? a well structured campaign requires a combination of strategic planning, system configuration and automation customers can opt into campaign setup at the time of onboarding or for current customers, this is a programming update a marketing image can be added to statements these are all images provided by you, the customer, which are required to meet certain criteria for correct setup who can create a campaign? dfs representatives dfs coordinates campaign statement layouts and data points based on customer's setup requirements this step is required before customers and brokers can engage customer after dfs setup, customers can login to portal and create or modify a campaign for their associated job(s) broker after dfs setup, brokers can login to portal and create or modify a campaign on behalf of their customer this adds another layer of support for the customer how to use this guide this guide will help you become familiarized with the campaign features inside portal getting started how to log in campaign overview required criteria to correctly setup a campaign support & faqs most frequently asked questions, and a link to direct customer support getting started how to log in? make sure you have access to portal, and that your account is configured for campaigns for assistance with access, please submit a support ticket to dfs account services campaign overview manage campaigns here are some functions of this screen campaign start date displays when a campaign began or is scheduled to begin name of the campaign shows the title of the identifier for the campaign status indicates whether the campaign is active, or inactive search options users can search for campaigns by entering the above fields view active or past campaigns and the details of how they were set up reset button allows users to clear the search filters and refresh the list to display all available campaigns add+ button this allows user to setup a campaign the start & end date allows quick visibility for users when figuring out dates limitations & requirements make sure the following information is readily available at the time of campaign setup date range dates are extremely important; a past campaign's date range cannot overlap a new/active campaign's date range start date when you want the campaign to start, based on when your job will be transmitted to dfs end date when you want the campaign to end, so that another can begin images a campaign can support multiple, variable images formats accepted jpg, png high resolution approved sizes determined during setup, based on the job type and position image name we recommend you name your image(s) with something that you'll easily recognize as you set up the campaign positions a specific location on your job for the campaign image(s) to reside, determined during job setup this is limited to one campaign per job add/edit campaign from the manage campaign tab in portal click '+add' fill out the fields according to the needs of the campaign campaign name name your campaign statement a list of your approved statement jobs will show here you will set 1 campaign per job start date when you want the campaign to start end date when you want the campaign to stop please ensure your campaign dates do not overlap one should end before another begins (12/31/2024end, 1/1/2025start) status active/pending you cannot have two active campaigns if you mark one as active, the system will automatically mark the other one as pending edit campaign details upload all needed images you can only add one image at a time you can remove images as long as they are not attached to a position/criteria set the criteria/rules for your campaign data point you will see all data point options based on setup data points can be set as a string, or text examples of data points are account number product name balances addresses or zip codes condition you will see conditions based on the data point selected is equal to is not equal to is blank is not blank contains does not contain begins with does not begin with ends with does not end with compare value if the condition (previews step) is set to 'is equal to', or 'does not contain' then this value will be enabled the logic will require a value to be entered images the images drop down provides a list of all images previously added to the campaign example don't forget to save your campaign! when adding a complex campaign, it is recommended to upload a test file to ensure the campaign is working as intended this is a wo that must be rejected faqs how can i know that i setup my campaign correctly ? submit a test work order to test the campaign is working as intended please ensure that the work order created is rejected as it is a test and cannot mail can i edit/terminate an existing campaign? yes! simply navigate to the campaign and click on the 'edit' button at the bottom you can now edit your campaign create a support ticket if you need further assistance, send a ticket into our system by using the button below roles and responsibilities name role responsibilities account services team member manage user access, troubleshoot issues, and oversee portal> campaign configurations provides technical assistance, resolve user issues, and escalates issues with programming when needed aaron holt programmer configures campaign setup based on customer requirements at the time of onboarding tests and troubleshoots setup to minimize issues when going live customer users user responsible for accessing and utilizing the portal's campaign features according to their needs revision history version date updater name description february 27, 2025 angelica gonzalez initial draft