Configuring Campaign Settings (Alyce Legacy Platform)

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Campaign name

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Choose what you want to call the campaign.

Example: "September conference follow up"

 

Public campaign

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By checking this box, other members of the team can see the campaign.

Note: if using credit-based accounting, checking this box means that team members will be able to send gifts under this campaign. If using invite-based accounting, only the campaign owner can assign invites to members of a campaign and therefore team members who don't have invites in that campaign will only be able to see that campaign (they will not be able to send gifts from the campaign unless the campaign owner assigns them invites).

Best practices: we recommend you do check this box.

 

Change the default campaign message

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Checking this box will allow you to choose which template you want to be the default message when sending a gift invitation in this campaign.

Note: if you want to create a new template, this can be done in the team settings (if you are the team admin) or in your individual settings (even if you are not a team admin).

Best practices: for details on creating templates, visit this article.

 

Change who this is sent from

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Alyce allows campaign members to send a gift on behalf of someone else. For example, sometimes a BDR will send a gift on behalf of an AE. If gifts are going to be sent on behalf of someone in a campaign, check the “Change who is sent from” box. 

If/once you check the "Change who this is sent from" box, a dropdown menu will appear with the title “SEND AS.” Click the dropdown and choose on behalf of whom you want to send the gift. Click the box that says “Use (email address) to communicate with recipient instead of your email address" if you want all communications to go to the "send as" person (this includes any emails from the recipient and emails from Alyce when the gift is accepted, etc.) 

Note: if you're trying to select the "send as" person and don’t see the person you’re looking for, it’s likely because they’re not a member of your team. To add them to your team, refer to this article if you’re a team admin; if you’re not a team admin, you won’t be able to add new members to your team.

There is a checkbox that says “Unlock setting for individual gifts” - by checking this box, you will give campaign members the ability to choose whether they are sending on behalf of someone else or sending from themself. You will also be giving campaign members the ability to choose who they are sending on behalf of for each individual gift they send.

Note: if you leave the “Unlock setting for individual gifts” box unchecked (and the “Change who this is sent from” box is checked), then all gifts sent through this campaign will be sent by the person who is chosen in the dropdown menu under “SEND AS”; campaign members will not have the ability to send it from themselves or on behalf of someone different.

Best practices: this depends on whether you want to be sending gifts on behalf of someone else in this campaign. Your CSM is here to help you think through this decision.

 

Require action from recipient to accept

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By checking the box next to “Require action from recipient to accept,” recipients will be required to take an action / multiple actions in order to accept the gift. Actions that you can require are as follows:

  • Phone number: checking this box requires the recipient to provide their phone number.
  • Email: checking this box requires the recipient to provide their email address.
  • Calendar invite: checking this box requires the recipient to accept a time to talk to the sender. The meeting will be automatically added to the calendar of both the recipient and the sender.
  • Questions to ask: checking this box requires the recipient to answer the questions that you list in the text box.
  • Terms to agree to: checking this box requires the recipient to agree to the terms that you list in the text box.

There is a checkbox that says “Unlock setting for individual gifts" - by checking this box, you will give campaign members the ability to choose whether or not they will require action(s) from the recipient to accept the gift. You will also be giving campaign members the ability to choose which actions they are requiring their recipient to take in order to accept the gift.

Note: if you leave the “Unlock setting for individual gifts” box unchecked (and the “Require action from recipient to accept” box is checked), then all gifts sent through this campaign will require that the recipient do the actions required; campaign members will not have the ability to modify these settings for different recipients.

Best practices: your CSM is here to help you strategize on this question.

If using this campaign to send door-opener gifts:

We recommend you do require action from recipient to accept and we recommend you require that the recipient provide their phone number, email, and book a meeting (calendar invite).

Note: we recommend you do require the recipient to provide their email, even if you think you already have it. Some team members mistakingly do not require the email since they assume that if the gift invitation arrived and was accepted, then they have the correct email. That is not always the case; you want to know the recipient's preferred email so you can make it easy for them to communicate with you.

If using this campaign to send follow-up gifts (such as holiday gifts, milestone gifts, etc.):

We recommend you do not require action from the recipient to accept their gift. In this situation, requiring an action might seem weird/"salesy" since you already know the person and their contact information.

 

Set email notifications for each stage of the inviting/gifting process

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You can change the settings of who receives email notifications throughout the different steps of the invitation and gift process.

The following are the people who can receive email notifications:

  • Campaign owner - this is the person who created the campaign (note: the campaign owner can be -but does not have to be- the team owner)
  • Gift sender - this is the person who has chosen the gift
  • Gift send-as person - this is the person on who’s behalf the gift is being sent 

The following are the different gift statuses where email notifications can be sent:

Need more information - Alyce is requiring additional information to complete research. Please log in to Alyce to provide more information.

Gift options are ready - research has been completed and gift options are ready. Please log in to Alyce to select the gift and send an invitation.

Gift invite sent/receipt - if invitation sent via email, the gift invitation has been delivered electronically. If invitation sent via box, the box (with the gift invitation) has been shipped and is en route to the recipient

Gift invitation is delivered - gift invitation has been delivered to the recipient but they have not yet inputted the gift code online to view the landing page (if a box was sent).

Gift viewed - gift invitation has been viewed, but not yet acted on. The recipient has not yet accepted, exchanged, donated, or declined the gift. If a box was sent, this means that the code from the gift invitation note was inputted into Alyce.

Gift accepted/declined - the recipient has either accepted, exchanged, donated the value to charity, or declined their gift.

Gift expired - the gift expired before being acted on.

Best practices: we recommend you start with enabling notifications for all recipients at all stages of the gifting process so that you get insight into how Alyce is working for your team. Please note that the email notification settings can be changed at anytime, so if you find that you (or the other email recipients) are receiving too many emails, this can very easily be modified.

 

The following sections about "Gift limits" only applies if you are using invites. If you are using credits, then please ignore the following section.

Gift limits

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The campaign owner has the ability to adjust the number of invites that members of the campaign have. 

Quantity - this refers to the number of invites that campaign members will be able to spend with a given frequency.

Frequency - this refers to the frequency that the campaign member gets new credits.

Example: If Charlie Williams is given 25 invites per week, he will get to send up to 25 invites every week, regardless of how many invites he sent the prior week.

Note: an invite does not guarantee that the gift will be accepted. It is unlikely that campaign members will end up sending as many gifts as they do invites.

You can add new members to the campaign by clicking the dropdown that says “Select a member” and choosing who you want to add.

Troubleshooting tip: if you can’t see who you’re looking for, go and make sure that person is in your team. You cannot add people to a campaign who aren’t members of the team that the campaign is listed under. To add members to your team, refer to this article if you’re a team admin; if you’re not a team admin, you won’t be able to add new members to the team.

Best practices: your CSM is here to help you determine how many invites to assign to each team member in the campaign. In general, we recommend focusing on having a higher volume of invites per rep instead of more reps with lower volume. For more information on this topic, please take a look at this article.

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