Open topic with navigation

Get link | About Sage CRM editions

Setting up new response codes

User Requirement: Information Manager rights

A standard set of response codes is supplied with a standard installation. The standard response codes are Good, Bad, Indifferent, or None. These can be captured against any communication which is linked to a campaign.

For example, when you schedule follow-up calls for a mail shot linked to a campaign, you can add a response code at the end of the telephone call. When all calls are completed, you can create a group based on people who responded in a certain way.

You can define new response codes for each campaign, or even for each Wave Activity within a campaign. Response codes defined at the Wave Activity level apply to all communications linked to that Wave Activity. If no response codes have been defined at the Wave Activity level, then those defined at the Campaign level will apply to the associated communications. If you do not define any new response codes, the standard CRM response codes are available.

This section shows you how to create new response codes customized to a particular Wave Activity. If the set of data to be collected during a campaign wave activity is more complex, you should use Key Attribute Profiling and Outbound Call Handling instead. Response codes are suitable for a single expected outcome of a campaign wave activity. For example, for a Follow-up Call Wave Activity, the following response codes are required:

• A - Purchase within 3-6 months
• B - Purchase within 6-12 months
• C - Purchase decision >12 months
• D - No Interest

To set up a new Response Code:

1. Click Marketing .
2. Click the campaign in which you want to set up the response codes. Make sure you're viewing the expanded campaign page (click Show Wave Activities if it is visible) and can see the wave activities in the campaign.
3. Click the wave activity in which you want to set up the response codes. The Wave Activity Summary page is displayed.
4. Click Response Setup.
5. Add a code name (as it should appear to the user) in the Add Translation field, for example, 3-6 Months.
6. Add a short code for the response code, for example A36.
7. Click Add.
8. Continue adding the rest of the codes and translations.
9. When you have added all of the codes you need, click Save.

You can verify that the codes have been set up correctly by linking an existing communication to this Wave Activity. The list of responses you created should appear in the Response Type field list.

Note: If you delete or change a response code in the middle of a campaign, any communications that are already linked to the old response code remain linked to the old code. However, the next time a user links a code to a communication, they will only be able to choose from the new list of codes.

See Also:

Setting up a new campaign

Tasks Involved in a Typical Campaign

Creating a group

Performing an internal mail merge

Key Attribute Profiling. Refer to the System Administrator Help.

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation