The campaign configuration was built for our clinical trial customers. This portal feature allows us to specify a Campaign Name (study name), Reason code for the load, and set specific load amounts. Once the load amount is set the user will not be able to load above or below this amount. Note that the campaign feature is only available on the Payments side of the portal. To enable the campaign feature follow the steps below:
First you will onboard the customer and add the program
Once this is completed you will click on the Configure button in the program
3. Select Campaign Configuration
4. Toggle the Campaign Configuration option to On
5. Decide if the Campaign will be required or optional
6. Select Add Campaign +, a pop up will display that looks like this:
7. On the Campaign Name dropdown click the + symbol and type the name of the campaign (study)
8. Enter the reason code - this is typically the visit name and there could be multiple. For example: First Dose, Second Visit, Survey Completed.
9. Enter the load amount for that reason code
10. Enter a comment (if applicable)
11. Select the Designated User - this will be the customer admin that has the ability to edit/delete a campaign.
12. Select Add Campaign
Once you’ve created the campaign you’ll need to follow the steps below to add additional reason codes
Select Add Campaign +
On the Campaign Name dropdown select the campaign name that you previously created
Enter the reason code
Enter the load amount for that reason code
Select Add Campaign
Once completed you will be able to view and edit all the campaigns and reason codes in your list
