Manage Marketing Campaigns > Managing Primary Campaign Types (Marketing tab)

Use the Manage Campaign Types option in the Marketing tab to view and manage primary campaign types. Primary campaign types are used to categorise marketing campaigns, such as 'Advertisements'. Secondary campaign types are listed under primary campaigns types to breakdown the campaign type into more detail.

 

• You must set up campaign types before adding a marketing campaign.
• This option is also available in the Configuration tab.

Choose to:

• Add a primary campaign type.
• Arrange primary campaign types.
• Edit a primary campaign type.
• Delete a primary campaign type.

Add a Primary Campaign Type

Add a primary campaign type that can be selected in fields across the Admissions module. Use primary campaign types to categorise the secondary campaign types that act as templates for your marketing campaigns.

To add a primary campaign type, follow the steps below:

1. In the Admissions module, select the Marketing tab.
2. Select Manage Campaign Types from the menu to the right of the screen:
   
3. Click Add Campaign Type.
   A popup window is displayed:
   
4. Specify a clear and concise Campaign Type Name.
5. In the Campaign Type Code field, specify a unique abbreviation for the campaign type.
6. Use the drop down list to select the Campaign Type Active. Select 'Yes' to ensure the campaign type can be selected within the module.
7. Click Save & Close when finished.
   The Campaign Type is listed in the Manage Campaign Types screen.
8. You can now list secondary campaign types under this primary campaign type.

Arrange Primary Campaign Types

Change the order of primary campaign types. Use this to sort the primary campaign types displayed in drop down lists across the Admissions module. Primary campaign types are listed in the specified order when you are adding a campaign.

To arrange the primary campaign types, follow the steps below:

1. In the Admissions module, select the Marketing tab.
2. Select Manage Campaign Types from the menu to the right of the screen:
   
3. Click Arrange Campaign Types.
   A popup window is displayed:
   
4. Click on the campaign type you wish to reorder.
5. Use the arrows to change the campaign type's position.
6. Click Save & Close when finished.

Edit Primary Campaign Types

Edit a primary campaign type as required. This is useful for changing the name and code of the campaign type. You can also use this to set a campaign type as 'Active'; this allows you to select the campaign type in relevant drop down lists across the Admissions module.

To edit a primary campaign type, follow the steps below:

1. In the Admissions module, select the Marketing tab.
2. Select Manage Campaign Types from the menu to the right of the screen:
   
3. Click  by the primary campaign type you wish to edit.
   A popup window is displayed:
   
4. Specify a clear and concise Campaign Type Name.
5. In the Campaign Type Code field, specify a unique abbreviation for the campaign type.
6. Use the drop down list to select the Campaign Type Active. Select 'Yes' to ensure the campaign type can be selected within the module.
7. Click Save & Close when finished.
   The updated Campaign Type is listed in the Manage Campaign Types screen.

Delete Primary Campaign Types

Delete primary campaign types as required. Use this to remove primary campaign types that you have created in error.

Deleting a primary campaign type also removes secondary campaign types associated with it.

To delete a primary campaign type, follow the steps below:

1. In the Admissions module, select the Marketing tab.
2. Select Manage Campaign Types from the menu to the right of the screen:
   
3. Click  by the primary campaign type you wish to delete.
   A popup window is displayed. You are prompted Are you sure you want to delete this campaign type?
4. Make the appropriate selection.
   The selected primary campaign type is removed from the list in the Manage Campaign Types screen.