Create a Campaign Record

To create a new campaign record that will automatically generate promotions for community records (organizations), community events, or community programs:

Note:
The Campaigns: Create permission is required to create a new Campaign record.

1. Select File > New > Cataloging > Campaign.

Tip:
You can also copy an existing Campaign workform. An enabled campaign record cannot be saved with the same name and owner as an existing enabled campaign.

2. Enter the campaign name in the Name box.
3. Select the owner in the Owner box.

Note:
The Enabled checkbox is checked by default, but you can clear the checkbox to disable the campaign.

4. Select the type of campaign in the Campaign type box.

5. Select the date when the campaign begins in the Activation date box.
6. Select the date when the campaign ends in the Expiration date box.
7. Specify the community record owners (library organizations) for whom the promotions will be automatically created by selecting All organizations or Only these systems/libraries/branches.
8. If you selected Only these systems/libraries/branches, a list of organizations is displayed. Select the organization(s).

9. If you want the campaign-created promotions to be targeted to specific languages or branches, select View Demographic Targeting or click , and do the following steps:

   Note:
   If you do not select an option on the Demographic Targeting view, the automatic promotion records created from this campaign will have Target all languages and Target all branches selected.

10. Select one or both of the following options to display the lists:

    • Target only these languages
    • Target only these branches

    Note:
    The list of languages contains only those languages for which the library has a license from Polaris.

11. Select the languages and/or branches that you want to target.

    If languages are selected, the featured community records/events appear only when the PAC user has switched the PowerPAC interface to a targeted language (from the Languages tab at the top of the PowerPAC window).

    If branches are selected, the featured resources appear only when the PAC user is connected to one of the targeted branches in PowerPAC.

12. Save the campaign record.

Duplicate Detection

Duplicate detection is performed only on enabled campaigns (the Enabled box is checked on the Campaigns workform). When you attempt to save the new enabled campaign record, the following error message appears if the new record’s name and organization match an existing enabled campaign record with the same name and organization: Campaign name/owner combination already used.