Configuring Mandatory Fields in Marketing

Navigator offers the ability to set mandatory fields in the Marketing module, ensuring that essential data is captured by staff. This helps maintain the quality and accuracy of your customer database.

Benefits of Mandatory Fields

• Ensures consistency in data entry.
• Improves the quality and reliability of your marketing database.
• Reduces errors and incomplete records.

How to Enable Mandatory Fields in Marketing

1. Access the Marketing Setup:

   • Navigate to Marketing > Marketing Setup.

2. Select the Mandatory Fields Option:

   • Within the Marketing Setup menu, select Mandatory Fields.

3. Configure Mandatory Fields:

   • In the Mandatory Fields window, specify which fields should be mandatory. For example, fields like email address, contact number, or preferred contact method.

4. Save Your Changes:

   • Once the necessary fields are marked as mandatory, click Save to apply the changes.

How It Works

• When a new marketing record is created or an existing record is updated, the specified mandatory fields will require input.
• Staff will not be able to save the record until all mandatory fields are completed.

Tips for Configuration

• Review which fields are most critical for your marketing campaigns and make those mandatory.
• Regularly audit your mandatory field settings to ensure they align with your current marketing requirements.

How Do I Ensure the Data Being Entered Is Accurate?

While setting mandatory fields ensures that key information is collected—such as customer contact details—it does not guarantee that the data entered is valid. Users may input incorrect or placeholder information, making verification necessary.

How to Report on Data Accuracy

To review the data being entered and identify potential inaccuracies, follow these steps:

1. Navigate to the Reporting Tool

   • Go to Marketing > Marketing Database Maintenance > Customer Updates.

2. Set Your Date Range

   • Enter the desired date range to filter recent data entries.

3. Run the Report

   • Generate the report to see all new information added to Navigator.

This report allows you to audit customer data, identify patterns of invalid entries, and take corrective actions where necessary.

The video below covers how to set these, and also how to run a report to check data integrity.