How to Create a Marketing Campaign
Campaign example: Beta Developer Program by OSOE Project.
This visual guide is part of a collection of documents created by the One
Student One ERP (OSOE) project in collaboration with Institut Mines Telecom,
Telecom Bretagne, Dresden University of Technology and the South Westfalia
University of Applied Sciences. It can be used to teach modern ERP theory and
practice to undergraduate students or professionals.
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init
openAndWait ${base_url}/Zuite_setUpCampaignTest
verifyTextPresent Init Ok
Wait for activities
Login As Functional Test User
Agenda
• What is a campaign
• How to create a campaign
• How to edit a campaign
• How to open a campaign
From the previous presentation, you have had a general idea of the four kinds
of Tickets in ERP5 CRM and their workflows. In the following tutorials we will
use the VIFIB example to explain how to process the Ticket for a marketing
campaign, including the management of the related Events.
In this tutorial you will first learn how to create campaigns with ERP5 CRM,
how to edit them and how to open them.
Marketing campaign: Example-Beta Developer Program
Campaign example: Beta Developer Program
VIFIB director Mr Smets plans to launch a marketing campaign aims to increasing
the product awareness of SlapOS the new operation system of VIFIB, in the way
of hiring software developers. The main interactions of this campaign is to
send mail messages to contacts (customers) of VIFIB, and these emails would be
the Related Events of this Campaign Ticket . So they would be listed in the
detail page of this Ticket.
Description: the Title is "Beta Developer Program", the Ticket Type is
Campaign, the Operations Manager is John Scott Doh, the Quantity is 10 Days,
the Begin date is 01/12/2020, the End Date is 01/02/2021.
What is a campaign
Campaign: a type of Ticket
From the previous introduction of Events and Tickets, we know that a campaign
in ERP5 CRM is a Ticket. The principle of a ticket is to gather one or more
events in the same place, offering a good follow up for them.
In our VIFIB example, the operations manager John Scott Doh created the
Campaign Ticket the "Beta Developer Program" (the right side screen shot) for
the VIFIB marketing campaign. In the detail page of this ticket we can see it
gathers all the Events which " Follow Up" the Campaign , including reply emails
(the left side screen shot) from the contacts and other related documents.
Click on the “New” tab
Create a marketing campaign: Click on the 'New' tab
In order to create a campaign, click on the "New" tab on the sidebar of your
ERP5 instance Home Page and click on “Campaign” in the CRM Area.
waitForElementPresent //button[text()="Campaign"]
click //input[@name="editable"]
click //button[text()="Campaign"]
Reach the campaign document
Create a marketing campaign: Reach the campaign document
A new Campaign ticket has been created, and can now be edited in the campaign
creation page. Here are the Three different areas of a campaign ticket:
The red zone gathers the tabs that will help you access the entire information
about the campaign.
The black zone is the editable zone of the campaign, in which you can enter and
modify information.
The yellow zone gathers the related events and documents stored in a campaign.
Please note that in order for an event to be stored in a campaign, the "Follow
up" of this event must be the title of the Campaign.
How to edit a campaign
Edit a marketing campaign
Here are the different zones of the editable area of a campaign.
1.First, the red zone gathers the information about the Client, eg, the company
/person who requested the campaign to be done. It can be either yourself or a
client.
2.The black Zone (A) gathers the information about the persons/organisation who
will manage the campaign, eg, who will be paid for it. We could say that this
is the supplier of the campaign. The black Zone (B) helps you put who will be
the operators of the campaign.
3.Finally, the yellow Zone gathers information about the opening and closing
dates, the campaign duration and the costs.
In our VIFIB example, we fill in the zones with the information needed as you
can see in the above screen shot.
waitForElementPresent //input[@name="field_my_title"]
type //input[@name="field_my_title"] ZUITE-TEST-CAMPAIGN-CAMPAIGN-001
type //input[@name="field_my_reference"] ZUITE-TEST-CAMPAIGN-CAMPAIGN-001
type //input[@name= ZUITE-TEST-CAMPAIGN-ORGANISATION-001
"field_my_source_section_title"]
type //input[@name= ZUITE-TEST-CAMPAIGN-PERSON-SUPERVISOR
"field_my_source_decision_title"]
type //input[@name= ZUITE-TEST-CAMPAIGN-PERSON-OPERATION-MANAGER
"field_my_source_title"]
type //input[@name= ZUITE-TEST-CAMPAIGN-ORGANISATION-001
"field_my_destination_title"]
type //input[@name= ZUITE-TEST-CAMPAIGN-PERSON-OPERATION-MANAGER
"field_my_source_trade_title_list"]
type //input[@name= 12032021
"field_my_start_date"]
type //input[@name="field_my_stop_date"] 20032021
type //input[@name="field_my_quantity"] 10.0
select //select[@name= Time/Day
"field_my_quantity_unit"]
type //input[@name="field_my_price"] 20.00
select //select[@name= EUR
"field_my_price_currency"]
How to open a Campaign (1)
Open a Campaign: Choose 'Open' in the Action List
In order to open a campaign, click on "Open Ticket" on the sidebar. Note that
this action can only be done by the Campaign Manager, or the creator of the
Campaign ticket.
How to open a Campaign (2)
Open a Campaign: Add comments and click on 'Open'
In this step, you can add comments, these are the comments that only your team
will be able to visit. When you are done, validate the Ticket by clicking the
“Open Ticket” button.
How to open a Campaign (3)
Open a Campaign: Check the state of the campaign
As you see on the image, the state of the campaign is now Open.
verifyText //p[@id="field_my_translated_simulation_state_title"] Opened
Login As Manager
openAndWait ${base_url}/Zuite_tearDownCampaignTest
verifyTextPresent Clean Ok
Wait for activities