Marketing Configuration Settings

Marketing settings affect the function of eMarketing campaigns. They are located in the Marketing section of the Configuration App > Settings Feature.

Auto Create Campaign

• Description: Enabling this allows for automatic campaign creation when a URL contains a campaign code during the purchase process. That is, if a staff user creates a URL that ends with the code ?source=[sourcename], a new eMarketing Campaign record is auto-created in the eMarketing App > Campaign, with a record Code the same as the value entered for [sourcename].

• Field type: Check box

• Default setting: No

Campaign Query String Parameter

• Description: When an eMarketing campaign is created, the URL created automatically appends "?source=" followed by the eMarketing campaign code. Administrators can edit the term “Source” to different terminology if desired. No spaces or special characters should be used.

• Field type: Text box

• Default setting: "Source"

Default Source Code

• Description: Source codes are used to identify where information about a customer was obtained--these codes are created under the Customers App > Setup > Source Codes. Specifying a source code in this configuration setting will cause the Source field to auto-populate with that code whenever a new customer is added.

• Field type: Drop-down

• Default setting: [null]