Using Focus3

Campaigns and Campaign Categories

Overview

• A Campaign is a specific marketing initiative or source (ex. magazine ad, direct mail, or referral) responsible for promotion of the Property.
• The Campaign name, description, cost, duration and other attributes may be entered for reporting purposes. PDF files (such as proofs of ads) may be uploaded for each Campaign.
• Every Campaign is a member of a Campaign Category.
• A Campaign Category is a name used to group similar Campaigns.
• Campaign Categories are used by various reports to summarize the combined performance of their related Campaigns.
• When a Contact is added into Focus3, the Campaign responsible for referring the Contact is required. The value is displayed on the Contact Summary page and the Contact Details page.
• This Campaign value is un-editable on the Contact Details page after a Contact is added to ensure proper credit is always given to the original, referring Campaign.
• On subsequent Actions - including Inbound Actions, Reservations, and Tours - referring Campaigns may also be recorded as desired.

Related Tasks

• Users must have the the "Manage Sales & Marketing Attributes" Permission:
  1. Click on the "Admin" tab to display the Admin page.
  2. Click on the "Campaign Categories" link to display the Campaign Categories page.
  3. Click on the Campaign Category Name that you'd like to modify, or click on the "Add Campaign Category" link to add a new Campaign Category.
  4. Complete all fields as desired and click the "Save" button. See the Campaign Field Descriptions for detailed field descriptions.
• To Add/Edit Campaign Categories:
  1. Click on the "Admin" tab to display the Admin page.
  2. Click on the "Campaigns" link to display the Campaigns page. By default, the Campaigns page lists all of the Active Campaigns in alphabetical order and displays the following fields for each:
     • Name
     • Description
     • Begin Date
     • Active
  3. Click on the Campaign Name that you'd like to modify, or click on the "Add Campaign" link to add a new Campaign. The Campaign Details page will be displayed
  4. Complete all fields as desired and click the "Save" button. See the Campaign Field Descriptions for detailed field descriptions.
• To upload PDF files to an existing Campaign:
• To upload PDF files to an existing Campaign:
  1. Click on the "Admin" tab to display the Admin page.
  2. Click on the "Campaigns" link to display the Campaigns page.
  3. Click on the desired Campaign's Name to display the Campaign Details page.
  4. Click on the "Browse" button under the "PDF Files" section and select a PDF file from your local network.
  5. Click the "Upload" button to upload the file to Focus3.

Field Descriptions

• Campaign Category
  • Campaign Category ID
    • System-generated field.
    • Unique Campaign Category identifier. (ex. 12)
  • Name
    • Required text input.
    • Title of Campaign Category. Used for reporting. (ex. Internet)
  • Active
    • Required drop-down value.
    • Activates or deactivates the Campaign Category. (ex. Yes or No)
• Campaign
  • Campaign ID
    • System-generated field.
    • Unique Campaign identifier. (ex. 1234567890)
  • Name
    • Required text input.
    • Title of Campaign. Used for reporting. (ex. Coastal Living Ad)
  • Description
    • Optional text input.
    • Description of Campaign. Used for reporting. (ex. Full Page Ad)
  • P.O. Number
    • Optional text input.
    • Purchase Order Number for accounting reference. (ex. 06062006-AR)
  • Estimated Cost
    • Required currency input.
    • Estimated cost of Campaign. Used to calculate the cost per Inquiry, Tour and Sale on reports. (ex. $10,000.00)
  • Actual Cost
    • Required currency input.
    • Actual cost of Campaign. Used to calculate the cost per Inquiry, Tour and Sale on reports. (ex. $15,000.00)
  • Begin Date
    • Optional date field.
    • Records Date Campaign begins for future reference. (ex. 1/23/2006)
  • End Date
    • Optional date field.
    • Records Date Campaign ends for future reference. (ex. 1/23/2007)
  • Campaign Category
    • Required drop-down value.
    • Related Campaign Category. (ex. Coastal Living Ad Campaign belongs to the National Print Media Campaign Category.)
  • Active
    • Required drop-down value.
    • The status of the Campaign. Activates or deactivates the Campaign as an option for Users to select. Making a Campaign inactive will remove it as a selection in drop-down menus, but will not eliminate the Campaign from reports. (ex. Yes or No)
  • Vendor
    • Optional text input.
    • Primary vendor responsible for the Campaign. (ex. RPI Media)
  • Quantity
    • Optional text input.
    • Number used for reference regarding a Campaign. (ex. 1000)

Related Items

• Contact Summary
• Contact Search
• Reports