How to Create a New Campaign

This guide explains how to create and customise a new campaign in Navigator, allowing you to target specific data based on your chosen criteria.

Steps to Create a New Campaign

1. Start a New Campaign

1. Navigate to the campaign module and click the New button in the top left-hand corner.
2. The Design Window will load, where you can start building your campaign.

2. Understand the Design Window Components

• Campaign Number:
  • Automatically generated by the system for identification.
• Description:
  • Enter a name or description for your campaign to help identify its purpose.
• Selection Fields:
  • Lists the available fields you can use to filter your data.
• Selection Box:
  • Displays the criteria you’ve chosen for the campaign.

3. Add Criteria to the Campaign

Example: Report on Vehicles Registered Between Two Dates

1. Go to Selection Fields on the left-hand side.
2. Choose the field you want to filter by (e.g., Registration Date).
3. On the right-hand side, enter the date range:
   • Reg Date From: Specify the start date.
   • Reg Date To: Specify the end date.
4. Click Add to include this filter in the Selection Box.

Tip: If you make a mistake, double-click the incorrect entry in the Selection Box to remove it.

4. Save the Campaign

1. Once all desired criteria are added, ensure you’ve entered a descriptive name for your campaign.
2. Click the Save button to finalise the campaign.

Additional Notes

• Accessing a Campaign:
  • To edit or view a campaign, double-click on its name in the campaign list.
• Further Learning:
  • For advanced assistance or training, visit Navigator Classroom to purchase courses on campaign creation and management.

Benefits

• Customisation: Tailor campaigns to specific data sets, such as vehicles, customers, or sales trends.
• Efficiency: Save time by targeting precise criteria for reporting and marketing.
• Flexibility: Easily adjust or remove criteria to refine your campaign.