Providers, stocks and budgets providers-stocks-and-budgets
ÃÛ¶¹ÊÓƵ Campaign lets you define service providers who will be involved in the jobs carried out within the campaigns. Information concerning the service providers and the related cost structures are defined by the ÃÛ¶¹ÊÓƵ Campaign administrator from the main view. The service provider is referenced from the delivery, and its cost structures allow the calculation of costs associated with this delivery as well as the management of the stock concerned.
Create service providers and their cost structures create-service-providers-and-their-cost-structures
Each service provider is saved in a file with contact details, service templates, and related jobs.
Service providers are configured in the Administration > Campaign management folder of Campaign explorer.
The jobs carried out during deliveries are performed by service providers, particularly for direct mail and mobile channels. These service providers can, for example, be involved in printing or distributing messages. These jobs involve configurations and costs which are specific to each service provider. The configuration of service providers involves four stages:
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Creation of a service provider in ÃÛ¶¹ÊÓƵ Campaign. Learn more
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Defining cost categories and structures of associated service templates. Learn more
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Configuration of processes. Learn more.
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Referencing the service provider at the campaign level. Learn more.
Create a service provider and its cost categories create-a-service-provider-and-its-cost-categories
Add a service provider add-a-service-provider
You can create as many service providers as necessary for your deliveries. The procedure for adding a service provider is as follows:
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Click the New button above the list of service providers.
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In the lower section of the window, specify the name and contact details of the service provider.
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Click the Save button to add the service provider to the list.
Define cost categories define-cost-categories
You can now associate service templates with each service provider. In these templates, you must first identify the cost categories and if necessary the stock concerned. You can then create the cost calculation rules for each category, via the cost structures. Learn more.
A cost category is an entity containing a set of costs eligible for a type of delivery (email, direct mail, SMS, etc.). Cost categories are grouped in the templates of services associated with the service providers. Each service provider can reference one or more service templates.
To create a service template and define its content, follow the steps below:
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In the Services tab of the service provider, click the Add button and enter the name of the service template.
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Create the cost categories for each type of process (delivery by direct mail/email/etc. or task). To do this, click the Cost categories tab and then the Add button, and enter the parameters of each cost category.
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Enter a label for this cost category and select the type of process concerned: Direct mail, Email, Mobile, etc.
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Click the Add button to define the types of cost associated with this category.
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If necessary, associated a stock line with each type of cost so that the quantities used will be related automatically to the existing stocks.
note note NOTE The stock lines are defined in the Stock management node. Learn more.
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You can pre-select a value for this cost category, which is the default in the service provider cost categories (instead of an empty one). To do this, enable the Yes option in the Selected column for the type of category concerned:
At the delivery level, the value will be selected by default.
Define the cost structure define-the-cost-structure
For each type of cost, the cost structure specifies the calculation rules to be applied.
Click the Cost structure tab to configure the cost calculation for each cost category and type. Click Add and input the cost structure.
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To create the cost structure, select the type of message and the cost category concerned from the drop-down lists, as well as the type of cost to which the calculation rule will apply. The content of these drop-down lists comes from the information entered via the Cost categories tab.
You must assign a label to the cost structure. By default, it has the following delivery outline: Cost category - Type of cost.
You can, however, rename it: enter the desired value directly in the Label field.
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The cost calculation formula is defined in the lower section of the window.
This formula can be fixed (for any number of messages) or calculated according to the number of messages.
When it depends on the number of messages, the cost calculation structure can be Linear, Linear by threshold, or Constant by threshold.
Linear structure linear-structure
If the amount is always the same for a message (or a batch of messages) irrespective of the total number of messages, select Linear and enter the cost of each message.
If this amount applies to a batch of messages, specify the number of messages concerned in the for field.
Linear structure by threshold linear-structure-by-threshold
If the amount applies by threshold for each message, you must define a Linear by threshold calculation structure. In this type of cost structure, each message will cost 0.13, for example, if the total number of messages is between 1 and 100, and will cost 0.12 from 100 to 1000 messages sent, or 0.11 beyond 1000 messages.
The configuration is as follows:
To add a threshold, click the Add button to the right of the list.
Constant structure by threshold constant-structure-by-threshold
Finally, you can configure a cost calculation according to the total number of messages. To do this, select a Constant by threshold calculation structure. For example, the cost will be set at a fixed amount of 12.00 for 1 to 100 messages, and at 100.00 for a delivery of 101 to 1000 messages, and 500.00 for any delivery over 1000 messages, whatever the total number.
Configure jobs associated with a service configure-processes-associated-with-a-service
You can associate information on the processes associated with the service provider via the Jobs tab. This section enables you to configure the sending of information to the router.
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The File extraction section indicates the export template used for delivery when this service is selected. You can indicate the name of the output file in the Extraction file field. The button to the right of the field lets you insert variables.
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The Notification email section lets you specify the template to notify service providers after files have been sent. Select the template used to create the alert message and the group of recipients.
By default, delivery templates for notification messages are saved in the Administration > Campaign management > Technical delivery templates folder, which is accessible from the general view.
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The Post-processing section lets you select the workflow to launch after the delivery has been approved. If a workflow template is entered, a workflow instance will automatically be created and then launched as soon as approval takes effect. This workflow can send the extraction file to an external service provider for processing, for example.
Associate a service with a campaign associate-a-service-with-a-campaign
Service providers are associated with campaigns deliveries. They are referenced in delivery templates to offer their services in the deliveries created via this template.
When a service is selected, the cost categories corresponding to the type of delivery (direct mail, email, etc.) are automatically indicated in the central table along with the processing options which have been defined.
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For a direct mail delivery, you can select the service from the configuration window.
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For delivery on mobile channels, the same selection mode applies.
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For an email delivery, the service is selected from the Advanced tab in the delivery properties, as in the following example:
The Amount to surcharge column lets you add a cost for this category in the context of the delivery or task concerned.
You can define a mandatory selection of a cost type during the definition of cost categories for a delivery. To do this, select A cost type must be selected.
Stock and order management stock-and-order-management
Cost types can be associated with stock lines in order to handle alerts, track supplies, and launch orders.
The procedure for setting up stock and order management in ÃÛ¶¹ÊÓƵ Campaign, and alerting operators in the event of insufficient supplies for a delivery to be carried out, is as follows:
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Stock creation and referencing of associated service providers. Learn more.
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Adding stock lines. Learn more.
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Notifying operators in the event of an alert. Learn more.
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Orders and supply. Learn more.
Stock management stock-management
ÃÛ¶¹ÊÓƵ Campaign can alert a group of operators if stock has run out or reached a minimum threshold. Stock levels are accessible via the Stocks link of the Campaigns tab via the Other choices link of the navigation area.
Create a stock creating-a-stock
Apply the following steps to create a new stock:
- Click the Create button above the list of stocks.
- Enter the label of the stock and select the service provider with which it is associated from the drop-down list. Learn more.
Add stock lines add-stock-lines
A stock comprises various stock lines. A stock line contains an initial quantity of resources which will be consumed by deliveries. Each stock line indicates the quantity consumed, the quantity in stock, and the quantity ordered.
When you create a stock, click the Stock lines tab to add new lines.
Once the stock is created, use its dashboard to create and monitor stock lines.
Click the Create button to add new stock lines.
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Indicate the quantity initially in stock in the Initial stock field. The Consumed and In stock fields are calculated automatically and updated as campaigns progress.
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Indicate the threshold from which operators should be alerted to order stock in the Alert level field. When the alert level if reached, a warning message is displayed in the approval window of deliveries using this stock.
Associate a stock with cost categories associate-a-stock-with-cost-categories
For a given service provider, in a service, a stock line can be referenced by one of the cost categories, as follows:
Stock tracking stock-tracking
Alert operators alert-operators
An alert is displayed when a stock referenced in a delivery is insufficient. For example, the following alert will be displayed when an extraction file is approved:
Orders orders
The Orders sub-tab lets you view current orders and save new orders.
To save an order, edit the targeted stock line, click the Add button and specify the delivery date and the quantity ordered.
The Consumptions tab contains the volume consumed per campaign. The information from this tab is automatically entered according to the deliveries performed. Click the Edit button to open the campaign concerned.
Calculate budgets calculate-budgets
Principle principle
Costs are managed for deliveries and campaign. According to the progress, these costs are allocated to the budgets.
The delivery costs for a campaign are consolidated at the campaign level and the costs of all campaigns of a program are passed on to the program with which they are associated. Dedicated reports let you track the budgets for the entire platform or for each plan and each program.
Implementation implementation
In a campaign, when you select the budget you must enter the initial amount. The calculated costs will be updated automatically according to the commitment level of the amounts entered (expenses made, expected, reserved, committed).