This article covers how to create and manage campaigns. In BDC Central we have designed tracking and reporting of Campaigns around being able to clearly identify and track the marketing source that is being used.
This article contains the following sections:
- Marketing Tools Defined
- Creating Campaigns
- Managing Campaigns
**Note: The Marketing Tool list for Service contains PreBook and Recall as selection options even though these are not typically considered marketing tools. The purpose of this is to eliminate the need to create a campaign for these commonly used campaigns.
Creating Campaigns
From the Menu Navigation Bar select ADMIN, then select CAMPAIGN MANAGEMENT to open the Campaign Management List. (Note: Only Managers can access this feature.)
From the Campaign Management List, select "ADD CAMPAIGN"
Assign the campaign to the Sales or Service department.
If the campaign will be used by both departments, a separate campaign will need to be created for each department.
Select the Marketing Tool from the drop-down box.
The Marketing Tool is defined as the source where the lead was originally created. Marketing Tools are specific to each department.
**Note: The Marketing Tool list for Service contains PreBook and Recall as selection options even though these are not typically considered marketing tools. The purpose of this is to eliminate the need to create a campaign for these commonly used campaigns.
After selecting the Marketing Tool, the lead sources applicable to the selected marketing tool will automatically populate. These are pre-loaded and based on industry-standard usage.
Enter the NAME of the Campaign
Optional: The campaign can be assigned a specific time period to begin and end by entering dates in BOTH Active Period selection boxes.
Creating Global Campaigns
NEW: You now have the ability to make this a "Global" campaign. By checking this box, this will automatically assign this campaign to ALL dealerships under your Parent Account.
NOTE: Only Super Admins can create a Global campaign.
If you do not choose the "Global" campaign option, then you must select the dealerships that will be participating in the Campaign.
If applicable, enter the Show Pay Amount to be applied to the Campaign.
Note: 
"Applying a Show Bonus for a campaign will be in addition to any other show bonus set for the agent. Changing this amount may affect commissions for the current month."
Select "SAVE" to save the Campaign.
Managing Campaigns
All customized campaigns can be viewed in the Campaign Management list.
From the Campaign Management list, the following actions can be taken
- Edit
- Deactivate
- Activate (only if showing Inactive campaigns)
Campaigns can be Edited from the Campaign Management list by clicking on the ACTION button.
From the Action button the Campaign select
EDIT OR DEACTIVATE
To Search INACTIVE Campaigns, Switch the "SHOW INACTIVE" to ON.
Important Notes:
Once a Campaign has been created, the Campaign will show in the Campaign drop down box on Agent Console when the corresponding Lead Source has been selected.
