Introduction

This guide will take you through the main functions

of how to create and launch a campaign in ROS.
It will enable you to build your own
campaign, launch and download a file with your
target group which can be used in Mail Merge.

It will also show you how to approve or reject a

broadcasted campaign made by your local NSO

Contents

How to create a new campaign

Mandatory fields
Search Sets
Customer tab
Classification tab
Product tab
Ways to compose search criteria
Marketing tab
Activity tab
Questionnaire tab
Summary tab
How to add and remove contacts manually from target group
How to launch a campaign
Download file with target group
How to approve or reject a national broadcasted campaign
How to create a new campaign

Under “Segmentation” you’ll find the Campaign feature

In Quick Links on the front Under “segmentation” in the

page you have a shortcut to main menu you choose
“New Campaign” “Campaign” and “new”

Mandatory fields

Start date and end date of the

Mandatory fields on the Campaign header is marked campaign must also be entered. We
with a *. The campaign name is a mandatory field. recommend a period of 3 months for a
Below you can enter a short description of the campaign campaign

”Type” is mandatory, and indicates how you want to approach

your target group. If you choose Brand ad, Retailer or External TIP! Do not fill in
event, it’s not possible to enter search criteria deadline, this is
only for use for the
NSOs
Search Sets

To create the target group you have several options to combine, each on their own tab: Customer,
Classification, Product, Marketing, Activity and Questionnaire. The Summary tab gives you an overview of the
search once you have clicked “Search”

Add or delete search

sets to your campaign

Click here to search once If you wish to view

you’ve entered all search your target group,
expressions per search set click here

Customer tab

In the Customer tab you can search for information registered on the contact card
If you leave a search field blank, you will search for all options. E.g. if you do not select a language, you will
search for all languages your contacts may have.

Search for the period in which people became

It’s possible to select several options at once in Prospects/Customers.
fields marked with #. You can for ex. choose
several languages, just by holding ‘Ctrl’ down To choose only prospects, remember to have
when you click on each language type = Prospect

Type is a field to search for Prospects or To find contacts with

Customers, if you leave it blank, you’ll email, choose “Yes”
search for both
Classification tab

Here you can search for purchase value and finance expiration in a certain period

To get those who Then put in the interval of The value is calculated in
have purchased within purchase value you want the chosen currency. The
a certain period, to search within prices are Recommended
choose here Consumer Price ex. VAT

Product tab

Here you can search for products in different product levels

Click NOT to exclude Do a multiple select by This Retailer/Cluster: Search for customers
persons with the holding ”Ctrl” down, with warranty registrations made by you.
product chosen in and clicking on the Included any customers you might have
the line product names received from closed stores
All: The entire product portfolio of a customer.
Ways to compose search criteria

If you are searching for customers with an Audio product AND BeoLab8000:
1. Find “Audio” and then click “Add”.
2. Then you find BeoLab 8000 and click “Add” again.

If you are searching for customers with BeoVision 9 OR BeoVision 10:

1. Find BeoVision 9 and click “Add”
2. Then click “New Group” to get the grey line with “OR”
3. Then find the BeoVision 10 and click “Add”

To edit or remove a Delete: Delete chosen search line

search expression, mark Clear: Clear content of a search line and input new.
one line at the time Update: Mark the line, make changes and click update to
save changes to the line

TIP! If you need to

search on the number of
X products, use operator
and product count
Marketing tab

Here you can search for contacts that participated in a specific campaign or responded to one
Or you can tick the NOT box and exclude these contacts

Start by clicking ”Select”, and a new box will appear

with a list of campaigns you can choose from

Click on the campaign ID

and it will automatically
be inserted in the
Marketing tab

If you’re searching e.g.

Now choose which you want to search for: participation in either
Campaign participation: If the contact were in x Campaign X OR Campaign
campaign Y, you click “New Group” in
Campaign Response: If a campaign response has order to get the OR
been made to the campaign
Click on add to add to search expression
Activity tab

Here you can search on finished activities on your contacts.

In this example the search is

for contacts reallocated to To add criteria, click on
your database in a certain “activity type” and insert date
time period. if necessary, and click “add”

Questionnaire tab

Here you can search for answers to the questionnaire on the contact card

Click on the “Add” tab and a new box appears

Find the question

you want and
choose the answer
you want to search
for. Click add to add
to search
 If you want to do an If you want to do an
AND search, simply click OR search, just click
on ”Add” again on “New Group”

Summary tab

Here you get a summary of all your search criteria and expressions
Click “Search” to see how many contacts matches your search
criteria

How to add and remove contacts manually from target group

To view your target group you click on “Show result”

 To add a contact to the target group, click on “add contact”

A new window will now open with all contactable contacts from your database that are not
already in the target group. Put a tick mark in the ones you wish to include. Close the window by
click in OK. Click "Save" in main window to save

To remove a contact from your target result simply remove the tick mark in the box to
the left . Remember to press save to save your changesof the target group
How to launch a campaign

You have to launch your campaign before you can download the csv file with your target group.

After you have saved all your search

criteria, you can choose “launch” from
the main menu and get a list of all draft
campaigns ready for launch

Remember to put a tick Click on “Launch” to change

mark in the campaign you the status from Draft to
wish to launch Launched

The following message box

will appear, you just click
“OK” if you wish to launch

If the following text appears,

your campaign has been
launched successfully
Download file with target group
If you go back to the
Campaign Overview you
can see that status has
changed from Draft to
Launched

Scroll all the way to Click on ”Target

the right until you see Count” to see
the column called the target group
“Target Count” overview

Click on ”Download” to download the csv file with the target

group

Click ”Save” to save the file

on your computer for later
use
How to approve or reject a national broadcasted campaign

Go into the Retail System under ‘Daily Operation’ – ‘CRM &

Ordering’. Under ‘Segmentation’ you will find ‘Campaign’

Find the correct ‘Broadcasted’ campaign, and

go into it by clicking on it

In the header you see the deadline

you have been set and the current
status of the campaign

Click on the “show result” to see your

target group
 If you want to opt out of
the campaign, click
disapprove here, and
remember to click
‘Save’

Remove the tick mark

To add persons to target group, click
here to remove persons
on “add contact” and choose the
from target group
ones you’d like to add

Once happy with your selection, click ‘Approve’

and remember to click ‘Save’

Remember, you need to do this all before the

deadline date; otherwise the option to edit and be
part of the campaign will be closed.