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2010-4Q: (v100) Campaigns

The ability to create campaigns in SIMPLer has been developed in SIMPLer.  Campaigns allow operators to give temporary discounts to customers who are subscribed to different combinations of products.

To create a campaign in SIMPLer please follow the following steps:

Step One: Navigate to the 'products' tab and then to the 'campaigns' tab as per fig. 1-1.

Fig. 1-1: Products - Campaigns

This page will show a list of defined campaigns once they have been set up. By default only campaigns that are available currently or in the near future (30 days) display. To add a new campaign, click the 'Add' button you will see at the bottom of the screen in fig. 1-1.

Step Two: The "Add A New Campaign" page appears allowing the operator to define the new campaign. From the screenshot in fig. 2-1 we can see that customers will be able to subscribe to the campaign during the month of December, will receive $9.99 total off their invoice, and will get this benefit for 3 cycles. 

Fig. 2-1: Add a New Campaign

Please note the version field is not editable (the second field from the top in fig. 2-1). The purpose of this is to show which version of this particular campaign we are looking at. A new version of a campaign will be created if the cycles are changed. Any other changes will prompt the user to save the changes as a new campaign. This allows the user to duplicate an older campaign without having to redefine all the campaign triggers (requirements). All existing subscribers to the campaign will always get the latest version of the campaigns they are subscribed to.

Step Three: a) The next step is to define the new campaign's triggers. This allows the operator to choose which products a customer must have in order to be eligible for the campaign. To do this, click the "Define Triggers" button as displayed in fig. 2-1 above.

Fig. 3-1: Modify Triggers

b) When the "Modify Campaign Triggers" page appears as per Fig. 3-1, click "Add Blank Row" (as seen in fig. 3-1) to start defining the triggers for the campaign. Suppose the campaign should be setup so that the customer must have the 8Mb Broadband Package plus the VoIP service to be eligible for the campaign. To do this, select both products from the product selector box. Hold down the Ctrl key to select multiple products. (see fig. 3-2) Since it is intended that the customer have both of these products to be eligible, "2" should be selected from the the number drop down. (see fig. 3-2) This means that the customer must have two products out of the two that are selected (i.e. both!).

Fig. 3-2: Select multiple products

Note: If "1" had been selected from the dropdown, a customer would only need one of those two products to be eligible. Selecting "0" would represent that the customer must NOT have either of the two products to be eligible.

Step Four: By clicking the "Add Blank Row" button again, more complex conditions can be defined. Every extra row is combined with the previous rows. For example the campaign could require that the customer needed either 1) the 4Mb option or the 8Mb option AND 2) the VoIP service. To do this the triggers could be defined as per fig. 4-1:

Fig. 4-1: Multiple Triggers

Step Five: When finished configuring the campaign's triggers, click 'Update'. The user is then returned to the main campaigns page, which now shows the new campaign (see fig. 5-1) (assuming it is defined within the "future" time frame).

Note that by hovering over the Summary TAX Rate and Trigger Conditions columns, (fig. 5-1) more details are displayed.

Fig. 5-1: Campaign Page

Step Six: Adding A Campaign To Customer Subscriptions.  Firstly you must go to the "Modify Subscriptions Page" under the billing details on your customer's account. (See Fig. 6-1)

Fig. 6-1: Modify subscriptions

You will appear at the subscriptions page as per fig. 6-2.  Suppose that the customer wished to sign up for 5Mb broadband. The product subscription should be added as normal:

Fig. 6-2: Subscriptions page

At this point, SIMPLer will display any Campaigns with triggers that match or partially match with the added product (see available campaigns as per fig. 6-3). A partial match summary will be displayed suggesting a benefit that could be receive ($-8.26) by the addition of the extra product/products (e.g. Residential VoIP) to their subscriptions. The user can accept this suggestion by clicking the "Add Product" button beside the partially matched campaign. (Top of Fig. 6-3).

Fig. 6-3: Available campaigns

Step Seven: Now that all trigger conditions have been met a campaign has become available to the customer. The user can add it by clicking the "Add Campaign" button. (Fig. 6-3)

Fig. 7-1: Campaign added

As per Fig. 7-1) the campaign has now been added and the benefit ( has been applied.  Click the "Update Subscription Table" button (as on fig. 7-1) to confirm the changes. Back on the "Customer Details" page active (or future) subscriptions and campaigns can be viewed. (Fig. 7-2)

Fig. 7-2: Custom subscription details

Step Eight: When the customer is invoiced, the campaign will appear on the customer's invoice, showing the reduction that they are getting. (See Fig. 8-1).

Fig. 8-1: Invoice

Campaigns can also have a positive dollar value. For example a campaign can be defined so that with a business internet connection and a static IP subscription the customer will receive a router rental at a price of just $1 a month. In this case the benefit is the $1 router rental.

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