There are five different types of campaigns that you can create in ServiceMonster. Each wizard walks through the same process to create a campaign, just with a different end result.
- Emails
- Letters
- Labels
- Call List
- Export
The following steps will walk you through creating a campaign.
- On the Marketing Navigator, choose one of the campaign options:
- The first step in the Wizard is to choose the filter mode. There are three filter modes to choose from:
- Easy – provides 11 basic filter groups to come up with a list of accounts. Recommended for first time users.
- Standard – gives more options to create custom filtered list.
- Advanced – starts campaign from scratch and all filters are added manually.
Option 1: Easy Filter Mode
Easy mode is recommended for first time users.
- Choose the Easy filter mode and click Next.
- The next step is to choose the Account Filter from the list of options. The displays a brief description of the filter. Choose an option and click Next.
Option 2: Standard Filter Mode
- If you would like to customize your filters, choose the Standard filter mode.
- The next screen will give you options to limit the Accounts included by selecting from the following options. Set your options and click Next.
- The next screen gives you options to limit what Invoices are included. To choose Invoices that fall during a specific date range, choose the second option. Click Next.
- The next screen allows you to filter based off of Job date. You can choose to either include or exclude Accounts with a future job date scheduled. Set your options and click Next.
Results
For either an Easy or Standard filter option, the Results screen will pull up next.
- The next screen will show the Accounts that have been filtered based on the chosen criteria. The top of the screen will show a breakdown based on Accounts Found and Accounts Filtered. Click either option to toggle the list.
- The next step is to enter the Campaign Info. Change the name to be specific for this campaign, for example Spring Newsletter.
- Click Next and you will have the option to Save Campaign by clicking Finish.