This object displays the history of all the phone campaigns carried out for all marketing campaigns.

This object is used notably to carry out the closure of certain phone campaigns.

NB: The creation of a new phone campaign MUST NOT be carried out from this function. This object must only be used in inquiry mode. The creation of a phone campaign type operation directly in this object leads to the following consequences:

  • The operation will never appear in the marketing planning;
  • The operation will not be associated with any marketing campaign;
  • No call will be generated in the telemarketers' workbench.

Etc.

The only method to correctly define a new operation is by using the phone campaign assistant available in the marketing campaign.

 

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The marketing operation of type media campaign is made up of two tabs.

 

Header

Code

This field is not accessible to the user and is used to store the unique key for the record. This key is calculated by the OPG sequence number counter. By default, this counter is made up of a sequence number made up of 15 characters.

This sequence number counter is delivered by default with an automatic functioning. In order to ensure the correct functioning of the Phone campaign object, it is strongly advised to keep the standard characteristics.

The OPG sequence number counter is shared with the Mass mailing, Trade shows and Media campaigns. This is used to exploit the functionalities and the Crystal Report documents available at the level of the marketing campaign.

Site

This field indicates the site from which the phone campaign operation is principally managed.

Campaign

Marketing campaign reference from which the phone campaign has been generated.

 

Site (field FCY)

This field indicates the site from which the phone campaign operation is mainly managed.
Sequence no. (field OMPNUM)
Campaign (field CMGTTR)

Tab Phone Campaign

Denomination

This field contains several words that are used to identify a phone campaign operation in a non equivocal fashion.

Objective

This field is used to enter a quick description for the expected objective of the marketing operation. In fact, this description must not exceed 235 characters. In the case where a very specific and complete description must be entered, it is advised to use the "File - comment" menu or use the icon that appears to the right of the Objective field. In this case, the addition of the Objective note makes it possible to understand the sense of the entered text.

Start and End

These fields indicate the duration of the campaign. This is the period during which the calls will be programmed in the workbench of the employees carrying out the operation.

Designated budget

This field is used to identify the true relative cost of the execution of a phone campaign operation. The costs can be of the following nature:

  • Telephone calls
  • Use of temporary telemarketers

Etc.

The Currency field is used to value the entered amount.

Block number 1

Description (field DES)

This field contains several words that are used to identify a phone campaign operation in a non equivocal fashion.

Objective

field FULOBJ
field OBJICO

Budget

Start (field OMPSTR)

This field indicates the period during which the calls will be programmed in the workbench of the employees carrying out the operation.
End (field OMPEND)

This field indicates the period during which the calls will be programmed in the workbench of the employees carrying out the operation.
Established budget (field BUD)

This field is used to specify the real relative cost of the execution of a phone campaign operation. The costs can be of the following nature:

Telephone calls

Use of temporary telemarketers

Etc…
Currency (field CUR)

This field is used to value the amount entered for the budget allocated to the phone campaign.

Tab Characteristics

Most of these fields cannot be accessed by the user. They are automatically assigned by the system.

Number of calls generated

This field indicates the total number of calls to be carried out for the phone campaign. This field is automatically entered by the phone campaign assistant.

Number of calls carried out

This field indicates the number of calls already carried out by the team responsible for the phone campaign. This field is automatically entered by the system as the telephone calls are carried out.

Number of calls to be carried out

This field indicates the number of calls remaining to be carried out before the campaign can be completed. This field is automatically entered by the system as the telephone calls are carried out.

Call script used

This field is used to view the script used to carry out the phone campaign.

Closed operation

This field can be accessed by the user. It is used to close a phone campaign.

Closure date

This field returns the campaign closure date.

The closure leads to the physical deletion of all the calls remaining to be carried out for the phone campaign.

Calls

Number of calls generated (field NBRCLLOMP)
Number of calls carried out (field NBRCLLPCD)
Number of calls remaining (field NBRCLLPCDX)

Grid Participating telesales

Participants (field OMPREP)
Number of calls assigned (field OMPREPCLL)

Call script used

Call script (field SCPNUM)
field SCPNAM

Closing

Closed operation (field CLO)

This field is used to close a phone campaign.

Closing it leads to the PHYSICAL DELETION OF ALL THE REMAINING CALLS for the phone campaign.

A confirmation message appears before the definitive closure of the phone campaign:

« All the remaining calls for this operation will be deleted. Do you want to proceed? ».
Closing date (field CLODAT)
Plan a call

Used to access the call management in order to plan a new call.

Sample

This button is used to view the sample for this phone campaign. The total number of returns generated by the phone campaign. It is possible to view the number of contacts concerned by this campaign without:

  • Postal address
  • E-mail address
  • Fax number

 

Calls

This button is used to view the calls created from the phone campaign currently selected. This then gives access to the call object.

A new call linked to the selected campaign can be created by the "File - New" menu. The call will then be integrated with the campaign and have a sales representative code assigned whose load is not as great. This call once created will also be assigned to D+1 for the end date of the campaign. For example, for a campaign ending the 15th, this call will be planned for the 16th of the current month to the user with greatest availability.

Script

This button is used to execute a script used by the phone campaigns.

If no script is entered in the Call script field in the Characteristics tab, this button is not active.

It is possible to modify a call script from this button.

 

Returns

This button is used to view the marketing returns generated by the phone campaign.

 

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

No currency code entered. Creation denied.

This message is displayed if a user attempts to confirm the creation of an operation containing a budget without its associated currency.

No currency code entered. Modification refused.

This message is displayed if a user attempts to confirm the modification of a operation containing a budget without its associated currency.

 

Tables used

SEEREFERTTO Refer to documentation Implementation