Campaigns Configuration
- Casi Reily (Deactivated)
- Jane Wiley
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 (unless they are the designated user and can edit the campaign). 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 a Designated User (if you do not select a designated user all users will have the ability to add or edit campaigns)
Designated users at the top level have the ability to create, add, disable, or edit campaigns.
7. Select Add Campaign +, a pop up will display that looks like this:
8. On the Campaign Name dropdown click the + symbol and type the name of the campaign (study)
9. Enter the reason code - this is typically the visit name and there could be multiple. For example: First Dose, Second Visit, Survey Completed.
10. Enter the load amount for that reason code
11. The comment will automatically populate and will be the Campaign Name/Reason Code
12. Select the Designated User (if applicable) -Designated Users at the Campaign level can only edit that specific campaign
13. 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