Campaign Scheduler

Sales Campaigns

Sales campaigns may be triggered by either direct contact, such as targeted mailing or phone calls, or by broadcast methods, such as mail shots, flyers or other advertising.

If the campaign is to be targeted at selected customers, then the campaign scheduler can be used to determine the customers to be targeted and the scheduling of the contacts.

The scheduler generates the appropriate actions for each customer, such as a letter followed up with a phone call. The timing of each of these actions is determined by the campaign organiser.

Each of the letters can addressed personally to each recipient, because the internal batch printing facility automatically merges the customers' details.

Typical Campaign

To illustrate this, it's assumed that the intention is to send letters to a selected group of customers and then follow them up with a phone call.

Staff resource limitations dictate that this activity be spread over several weeks. So the plan is to send a number of letters every two weeks and to follow these up with phone calls a week after the mailing and to spread these phone calls over a two week period.

Firstly, the maximum of customers to be mailed at any one time and the maximum number of follow up phone calls to be undertaken per day are specified. These depend primarily on the resource available for the follow up phone calls.

The campaign scheduler, which includes extensive customer filtering, is then used to determine the group of customers to be targeted. The mailing date and the start date for the follow up calls are then specified for the first set of customers within the group to be contacted. Both actions to send the letters and those for the follow up phone calls are then generated automatically.

The campaign organiser repeats this process until all of the actions have been scheduled for all of the customers in the selected group.

Delegation & Supervision

Having initiated the actions, the campaign organiser can delegate their execution to other staff.

On the due dates, the actions for each set of mailings are selected via the batch printing facility and the associated letters printed off. These actions are marked automatically as completed.

The follow up phone calls appear as normal actions for each customer, so they may be undertaken by the normal users in the course of their daily work.

The organiser uses the diary and the management reports facilities to ensure that the plan is being adhered to and to measure the success of the campaign.