Campaign Classes: General Information

In MYOB Acumatica, you can group marketing campaigns into classes based on specific characteristics. The use of campaign classes may help you quickly and effectively manage your marketing and sales processes, including the creation of marketing campaigns, the tracking of expenses related to a marketing campaign, and viewing of campaign statistics.

This topic provides information about campaign classes.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Create a campaign class
  • Use campaign classes and attributes

Applicable Scenarios

You may want to learn how to create campaign classes in scenarios that include the following:

  • You need to give users the ability to group campaigns of various types, such as marketing events, mass mailing, and outdoor advertising.
  • You need to give users the ability to group marketing and sales campaigns.

Campaign Classes

In MYOB Acumatica, you can easily group marketing campaigns of different types into classes and gather different sets of additional information about these campaigns. You can define campaign classes based on your company’s business needs and get a comprehensive view of your management of marketing campaigns by using campaign statistics, as described in Marketing Campaigns: General Information.

A campaign class is a grouping entity for marketing campaigns that share at least one common characteristic. Campaign classes are used for reporting purposes and for providing default values during data entry of individual campaigns. When a user creates a marketing campaign, the user can first select the applicable campaign class, which causes the system to use the values of the class as default values for the campaign. The system also loads any attributes—UI elements that you can configure, specifying their names, control types (check box, text box, or combo box), and possible values (for boxes with predefined options)—that you have defined for the class, so that the user can enter these values for the campaign.

You create campaign classes for marketing campaigns on the Campaign Classes (CR202500) form. Each campaign class defines a type of campaign your company uses, such as indoor or outdoor advertising, telemarketing activities, web seminars, marketing events, or mass mailings.

A campaign class has a brief description and may include a list of attributes that you specify for the class to gather class-specific information about campaigns. When a user is creating a marketing campaign on the Marketing Campaigns (CR202000) form and selects this campaign class, these attributes are listed on the Attributes tab of the form, and a user enters the values of these attributes.

You can change a campaign class for an existing campaign. If the newly selected campaign class includes any of the attributes included in the previously selected campaign class, the system preserves the values of these attributes that were previously specified for the campaign and removes all other attributes from the previous campaign class from the Attributes tab of the Marketing Campaigns form.

Example of Campaign Classes and Attributes

Consider the following example of the use of campaign classes and attributes.

Tip: Attributes and classes are used similarly for leads, contacts, business accounts, marketing campaigns, opportunities, and cases.

Suppose that you sell two products, one for resale by retailers and the other for direct corporate use. You create multiple marketing campaigns to advertise the products and would like to divide the campaigns into groups based on whether they are intended for retailers or to another type of corporation. You can create two classes for these campaigns:

  • The Retail class, for campaigns intended for retail stores of various sizes: This class might contain an attribute called Size with the values Small, Midsize, and Big corresponding to the store size, as well as other attributes to give you additional information about these stores.
  • The Corporate class, for campaigns intended for organizations that are final consumers: This class might contain an attribute called Company Type, which might have such values as Hospital, University, School, and Other.

With these classes and their attributes configured in the system, when a user creates a new campaign on the Marketing Campaigns (CR202000) form and selects a campaign class in the Campaign Class box of the Summary area, the attributes of the class appear on the Attributes tab. The user can enter the needed attribute values for this campaign.