CRM - eCampaigns

 From here you will be able to Edit and Preview your email before sending.

 

Job Order Campaign
 Upon creating a name, Selecting “Job Orders Campaign”, and clicking on the arrow you will be brought to the screen below. From here you will be able to select the Job Orders you want to add by clicking on the checkbox next to the Position Title. Click “Next Step” to select information.

From here you will be able to choose what information you want to display in the campaign by selecting the appropriate checkboxes. When you have finished, click on the 'Next Step (compose email)' link to preview and edit your email.
 
From this screen you will be able to select who your Job Order campaign goes out to by selecting the “To” link and opening the “Target List” function (Explained Below)  
*HELPFUL TIP*  Pressing the Backspace button on your keyboard will take you to the previous page when creating your eCampaign.

 SELECT TARGET LIST
 The select target list pop up window allows you to specify the Contacts to which the email can be sent.

1. You can search the address book contacts from the Search Address Book Contact text box. Enter the name of the contact and click on the Search icon link.
2. You can also reset the search functionality by clicking on the Reset link.
3. Select the required Address Book contacts from the Address Book Contacts list box and click on the “Add” link. Result: The selected contacts will be added into the Target List Added Members box.
4. You can click on the “select all” link, if you want to select all the address book contacts. Click on the “clear all” link to clear the selected contacts.
5. To remove any contacts, select the required contacts from Target List Added Members list box and click on the ‘Remove’ link. Result: The selected contacts are removed from the list.
6. Clicking on the “Reload” link refreshes the screen to add members.
7. The Groups list box displays the list of groups existing in the contacts screen. Select the group and click on the ‘Add’ link to which you wish the email is to be sent. Result: The selected group is added to the Target List Added Member list box.
8. You can also add contacts or candidates by clicking on the “Add CRM Contact(s)” or “Add CRM Candidate(s)” links. Result: The screen refreshes by displaying the Search for Contact/Search for Candidate screen.
9. You can select the respective contacts or candidates from the respective search screens to add them to the final Target List Added Members.
10. Click on the ‘Done’ link to add contacts or candidates in the send eCampaign/Posting compose window. Result: The selected contacts/candidates are displayed in the To text box of Compose screen.
11. To close the window, click on the ‘Close’ link.
    
    CREATING RESPONSE AGAINST eCAMPAIGN INQUIRY

    eCampaign responses are created manually in the application based on inquiries received against the eCampaign. The inquiries are generally received for the candidates included in the eCampaign. When you receive the first inquiry against the eCampaign,

    the New Inquiries  icon is displayed informing you about the inquiry.  The counter displays the number of inquiries received for the eCampaign.

    You can create eCampaign response activity to record and send your response.

    To create new response,

    1. On the eCampaigns homepage, open the eCampaign you want to add a response to by clicking on the New Inquiries icon link. The New Inquiries pop up window is displayed.
    2. The New Inquiries pop up window displays the inquiries received from various recipients against the selected eCampaign.
       
       
    3. Highlight the eCampaign inquiry and double click it to respond. The eCampaign Inquiries pop up window is displayed. Refer to the Responding to eCampaign Inquiry section below for more details.
    4. To delete an inquiry, select the required inquiry and click ‘Delete’. You are prompted for deletion. Confirm the deletion in the prompt.
    5. Click Close to close the pop-up window.

RESPONDING TO eCAMPAIGN INQUIRY

1.  The eCampaign Inquiries pop up window displays the inquiry mail details you received that was sent by the recipient.
2. Click on the ‘Delete’ link to delete the selected inquiry. The eCampaign inquiry is deleted from New Inquiries pop up window.
3. Click on the ‘Respond to Inquiry’ link to perform the next step. The eCampaign Inquiries pop up window refreshes by displaying the Add Details window as shown below:

Candidate Campaign
 After clicking the “New Inquiries Icon” , Highlight and double click an inquiry record in the New Inquiries pop up window. The system displays the Inquiry Details pop up window.
 

 

1. Click on the ‘Delete’ link to delete the selected inquiry. The eCampaign inquiry is deleted from New Inquiries pop up window.
2. Click on the ‘Respond to Inquiry’ link to perform the next step. The eCampaign Inquiries pop up window refreshes by displaying the window below that allows you to select the candidates you wish to add details. 

3. Upon selecting the candidates, click “Respond to Inquiry”. This will bring up the “Add Details” pop up where you can select what details to include in your response. Click on “Next Step (Compose Email) to continue. 

4. From here you can edit, preview, select recipients and attach additional documents to your response. Click “Send Mail” to send your response. 

5. To close the eCampaign Inquiries pop up window, click on the “Close” link.

Job Order Campaign
 After clicking the “New Inquiries Icon” , Highlight and double click an inquiry record in the New Inquiries pop up window. The system displays the Inquiry Details pop up window.
 
 

1. The eCampaign Inquiries pop up window displays the inquiry mail details sent by the recipient. 
2. Click on the ‘Delete’ link to delete the selected inquiry. The eCampaign inquiry is deleted from New Inquiries pop up window.
3. Click on the ‘Respond to Inquiry’ link to perform the next step. The eCampaign Inquiries pop up window refreshes by displaying the window below that allows you to select the job order you wish to add details. 

4. Upon selecting the candidates, click “Respond to Inquiry”. This will bring up the “Add Details” pop up where you can select what details to include in your response. Click on “Next Step (Compose Email) to continue. 

5. From here you can edit, preview, select recipients and attach additional documents to your response. Click “Send Mail” to send your response. 

6. To close the eCampaign Inquiries pop up window, click on the “Close” link.

 

ARCHIVE eCAMPAIGNS

You can remove eCampaigns temporarily or permanently from your active eCampaigns list. The inquiries and responses that you receive and send respectively for the eCampaign will also be deleted once you delete the eCampaign. The eCampaigns that are owned by others and shared with you cannot be deleted.

ARCHIVE AN ECAMPAIGN
To archive an eCampaign, select the eCampaign record and click on the ‘Archive’ link. 

• Click on the OK button to archive the selected eCampaign. The screen refreshes by archiving the selected eCampaign record to eCampaign View Archive page.
• Click on the Cancel button to cancel and return to eCampaign home page.
  
   

DELETE AN ECAMPAIGN

• Click on the OK button to delete the selected eCampaign.
• Click on the Cancel button to cancel and return to eCampaign View Archive page.

VIEW RESPONDED DETAILS

1. The Responded details window displays the responded details to the corresponding eCampaign inquiry.
2. Click on the ‘File Name’ in the attachments field to save or open the attachments, if any.
3. Clicking on the ‘Cancel’ link from Responded Details window returns to Inquiry Details window.

VIEW eCAMPAIGN INQUIRY DETAILS
 You can view the inquiry details sent by the recipient of the eCampaign. The details are displayed in the Inquiry Details pop up window.

1. The Inquiry details window displays the inquiry mail details received for the corresponding eCampaign.
2. Click on the ‘File Name’ in the attachments field to save or open the attachments, if any.
3. Click on ‘Responded Details’ link to view the response given for the corresponding inquiry. Result: The Inquiry Details pop up window refreshes by displaying the Responded Details window. See the View Responded Details topic to know more.
4. Clicking on the ‘Cancel’ link from Inquiry Details window returns to Responded Inquiries window.

VIEW RESPONDED INQUIRIES

1. The Responded Inquiries pop up window displays the list of responded inquiries for the eCampaign. In the Responded Inquiries pop up window,
2. Click on the ‘eCampaign Details’ link to view the associated eCampaign details. The Responded Inquiries window refreshes and displays eCampaign details window. See the View eCampaign details topic to know more.
3. Highlight responded inquiry and double click it to view the inquiry details sent by the party. The Responded Inquiries pop up window refreshes by displaying Inquiry Details window. See the View eCampaign Inquiry details topic to know more.
4. To close the window, click on the ‘Close’ link.

SEND LIST

1. The Send List window displays the list of Contacts to whom the eCampaign is being sent. You can view the Name and Email of the Contact.
2. Since the recipients of the eCampaign are automatically added as your contacts, you can modify the contact details from the Contacts List window.
3. In the Contact List window, highlight the required contact and double click it to modify. The Contact Summary pop up window is displayed with 2 tabs. Summary, Edit. See the Edit Contact Details topic for more details.
4. Click on the ‘Cancel’ link to return to eCampaign details window.

VIEW eCAMPAIGN DETAILS

1. The eCampaign Details pop up window displays the candidate’s profiles included and sent for the eCampaign.
2. To view the list of inquiries responded against this eCampaign, click on the ‘Responded Inquiries’ link. The eCampaign Details pop up window refreshes by displaying Responded Inquiries window. See the View Responded Inquiries topic to know more.
3. To view the recipients list to whom eCampaign is being sent, click on the ‘Send List’ link. The eCampaign Details window refreshes by displaying the Send List window. See the Send List topic to know more.
4. To close the window, click on the ‘Close’ link.