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Solicitation campaigns

A solicitation campaign is a list of solicitations of the same type. Creating a campaign of a certain type speeds up the creation of solicitations since they will all have the same basic configuration.

Create a solicitation campaign​

  • Select +New in the toolbar to open the form Create Solicitation Campaign

General tab​

  • Fill in the various fields of the General tab
FieldsDescription
NameThe name the campaign has in the system
Solicitation Campaign TypeThis field allows you to select the type of solicitations of the campaign being created. For now, it is possible to create campaigns of the following types: Event for event partners, Annual for annual partners, Contract, Order, Others. New campaign types will be available in future versions of Membri 365.
EventIf the chosen type is Event, this field allows you to identify the event for which you are looking for partners.
ProductThe product allows you to determine the accounting configurations (G/L number or Product) to be transferred to your accounting system. It is possible to select one or to create directly from this field.
info

Our team is currently working on the following new campaign types:

  • Registrations
  • Renewals
  • Event registrations

Accounting tab​

  • Fill in the various fields of the Accounting tab

Accounting project​

FieldsDescription
ChapterAllows you to select the chapter to which the campaign is addressed
Override Project for AccountingFeatures on this tab have been replaced by products.

Accounting option​

FieldsDescription
Override accounting optionFeatures on this tab have been replaced by products.
Without taxAllows not to apply tax on invoices that will be generated from solicitations of this campaign
Block sending invoice emailAllows you to not send the invoice email at the time of billing
  • Select Save in the toolbar to confirm the creation of the campaign.

Add solicitations to a campaign​

From a solicitation campaign​

  • Select the solicitations campaign to add solicitations to in your campaign list

  • Select + New Solicitation at the top of the module which is in the General tab of the campaign

  • Using the search field, select the system accounts for which to create a solicitation to link to the campaign

tip

It is not necessary to redo this manipulation for each of the accounts, you can select several before adding them.

  • Select Add at the bottom of the account search form.

From a list of accounts​

  • Select the Accounts page from the main menu

  • Apply the relevant filters to identify the accounts to solicit

  • Check all accounts in the list

  • Select Add to solicitation campaign from the toolbar

  • Use the search field to search for a solicitation campaign or select + Create solicitation campaign to create a new campaign.

  • Select Add at the bottom of the campaign search form

From the solicitations module​

caution

This way of proceeding is the slowest.

After creating a solicitation, it is possible to add it to a current solicitation campaign.

  • Select the solicitation to add to a campaign
  • In the header, using the search field Solicitation campaign, select the current campaign to which to add this solicitation
  • Select Save and Close from the toolbar to return to the list of solicitations.
note

Still unsure? Contact us - support@vendere.ca