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 each of the workflows for the campaign.
4. Add the participant statuses to the workflow.
5. 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 Reply Card Campaign. Create them now.

1. 1-Holding
2. 2-Promotion
3. 3-Reply Card Additional Info Requested
4. 3-Reply Card Meeting Requested
5. 3-Reply Card Not Interested

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 two following Activity Plans.

Name: Set the Prospect and Determine Categories

Icon: 16/Campaign

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

1. Task: To Do
   Set to Prospect
2. Task: To Do
   Add any Categories indicated by the campaign's Response Processing instructions.

Name: Call to Schedule Meeting

Icon: 16/Campaign

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

1. Task: Outbound Call
   “Call to Schedule Requested Appointment”

This campaign also uses the Lead Generation-Perm Off activity plan, which comes with the system by default. Make sure it is ready to use.

Create the Workflow for the campaign.

Create the new Campaign Workflow.

1. Name it “Reply Card Campaign”.
2. Add the Participant Statuses you created above to the Campaign Workflow you created in the last step.
3. Assign the 1-Holding participant statuses as the default participant status of the Planning campaign stage.
4. Assign the 2-Promotion participant statuses 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.