The process for adding a campaign to G5 follows these steps:

1. Create all participant statuses that the campaign will use.
2. Add the Activity Plans the campaign will use.
3. Create the workflow and add the participant statuses to it.
4. Add the Workflow Actions to each stage of the workflow; and set up the Next Available Status at the same time.

The following sections will detail what specific items you need to add in each of these steps for this campaign.

Create all participant statuses that the campaign will use.

The first step in creating a new campaign is to create the participant statuses for it. The ones for this campaign are listed below. The numbers included in each Participant Status are important for keeping each status in the proper order for the campaign.

Steps with the same number in one campaign represent the branching paths households can be sent along in the campaign.

These are statuses you need for the Mail-Phone Prospects Campaign. Create them now.

• 1-Holding
• 2-Promotion
• 3-Mail/Phone (Prospects) Follow-up Calls
• 4-Mail/Phone (Prospects) Not Interested
• 4-Mail/Phone (Prospects) Send Requested Info

Add the Activity Plans the campaign will use.

Before you can create a workflow step that uses an activity plan, you have to create that plan.  The Activity Plans used by this campaign are listed below.

Create the following Activity Plan.

Name: Campaign Prospect Follow-up Calls

Icon: 16/Campaign

Steps (This uses the default creation and due date, and is assigned to the user assigned to the plan.):

• Task: Outbound Call
  Follow-up with this prospect about the campaign message you sent them.

This campaign also uses the Lead Generation-B Cherry and Lead Generation-Perm Off activity plans, which comes with the system by default. Make sure they are ready to use.

Create the Workflow for the campaign.

Create the workflow for the campaign.

1. Name it “Mail-Phone Prospects Campaign”.
2. Add the Participant Statuses you created above to it.
3. Assign the 1-Holding participant status as the default participant status of the Planning campaign stage.
4. Assign the 2-Promotion participant status as the default participant status of the Progress campaign stage.
5. Remove the default Participant Statuses that the workflow was given. Now that it has the Participant Statuses you created specifically for this campaign, the default ones are no longer needed.

Add the Workflow Actions to each stage of the workflow; and set up the Next Available Status at the same time.

This is the final step in creating the campaign workflow. You are assigning the actions to the steps they belong in, and making sure each steps flows into the next one. The chart below shows each Participant Status. The second column has the actions that you need to assign to that status. The Next Available Statuses in the third column is how you tell one step what the next step is. Set these up on the indicated participant statuses.