To create a new campaign in Onboarding, you first need to create a workflow that you can assign to your campaign. Once you’ve created it, you can assign workflows across campaigns – meaning you can reuse the same workflow for multiple campaigns. This is useful if, for example, you want to test diff
See here how to create a workflow for sign-ups (new agreements)
See here how to create a workflow for upgrades (changing existing agreements)
Create the campaign
Navigate to Onboarding in the menu, and click on Campaigns. Then select Create new.
Define the campaign details
Now you need to define the campaign details in the window that appears.
Campaign name: Provide a descriptive name for your campaign, which will also be visible to your agency or internal department. The name can be edited later.
Description: Add a brief description of the campaign’s purpose, which can also be seen by your agency or internal department. This helps provide an overview of the campaign and can also be changed later.
Workflow: Select the workflow that matches the purpose of this campaign. As mentioned in the introduction, you need to create your workflow before creating the campaign.
If there is no suitable workflow, feel free to create a new one - there is no limit to the number of workflows or campaigns.
Assign to agency: Choose the agency or internal department that will be working on the campaign. Each campaign can only be assigned to one agency. We recommend creating a new campaign if you need to involve a different agency, but as much as possible, reuse workflows across campaigns.
Running period: Specify the period for which the campaign will run. The period can be changed as needed. When the period expires, it will be displayed in red, but the campaign will not be archived.
NOTE: We do not recommend using the same campaign for multiple years, as it complicates data processing afterward. It’s better to create a new campaign for each year.
Metadata: Finally, you have the option to add extra metadata to the campaign, beyond what may have been created in the workflow.
This option is often used for information that is specific to the campaign itself. It could be metadata about the segment that phoners should not be able to edit. It can also be background information on the donor, which is automatically merged and helps simplify the subsequent analysis.
If you are unsure whether it is better placed in the workflow or the campaign, feel free to reach out to support.
Label is the field name that will be displayed to phoners. Save as is the field name under which the data will be stored. If the data is to be passed on to CRM, be mindful of naming conventions to ensure it is included in the integration. For Input type, you must select the type of data - a number, text, or predefined options. Finally, decide whether the data is required (tick the Require box) or should not be editable by the phoner (tick the Read only box).
Save the campaign
Click on Create to save your campaign. It will now be visible to the selected agency.
Need for changes?
We recommend that you do not modify active campaigns. Once the phone operators/recruiters have started using the campaign, you should not make changes to it. If changes are needed, we suggest creating a new campaign instead. This will help you avoid confusion in the data.
How does the campaign look?
If you have created a sign-up workflow, you can see how it works here >
If you have created an upgrade workflow, you will find the guide here >
Embed the campaign and pre-fill fields
Once your campaign is created, you will have the option to download the configuration your agency needs to set it up – Download configuration. Follow the guide here, which shows you how the fields can be pre-filled.