CampusNexus CRM (Talisma) Naming Conventions


Campaign Naming Conventions

Convention


[Campaign ID]: [Department Abbreviation]* [Term(s)] [Name]

Example:

  • 1568: IELP 201803 Pathway

*Department Abbreviation: Reflects the department from which the primary email is being sent.

Term Variations

  • 201802 (single term)
  • 201802-201804 (range of terms with a definitive start and end term)
  • 201802-999999 (range of terms with a definitive start term and an indefinite end term)

Archiving Campaigns

Once a campaign workflow is finished and the campaign will not be used again, a prefix of [ARCHIVED] shall be added to the campaign name in the CRM.

Campaign Step Naming Conventions

Convention

[Campaign ID][Unique Alpha identifier - if needed]: [Step Description] [Step Type]

Notes: In order to differentiate between different mailer steps, append a unique and sequential letter following the campaign ID.

Examples:

  • 1118A: Turn in your stuff - Pass Through
  • 1118B: Now you really need to turn it in - Hang Out
  • 1118: Wait two weeks

Common ‘Step Types’

Use common step types as a prefix or suffix to the step description

  • Pass through - Use this to hold targets at this step until the targets can be reviewed or campaign further (manual); to check to see if targets flowed through preceding connectors correctly using connector filters; or used preceding the sorting or splitting of targets down different paths in the workflow.
  • Hang Out - Use this when targets have completed a path or spur in a workflow to indicate that each target is at the current campaign terminus.  It is called ‘hang out’ to leave an opening for a decision to add steps to this campaign at a later time.

Campaign Connector Naming Conventions

Convention

[Campaign ID][Unique Alpha identifier - if needed]: [Filter Description]

Notes: Align the connector name with the step name that follows the connector, but drop the ‘step type’.

Template (Mailer) Naming Conventions

Convention

[Campaign ID][Unique Alpha identifier - if needed]: [Mailer ID] [Dept Abbr] [Name]

Notes: To differentiate between different mailers within a campaign, append a unique and sequential letter or number following the campaign ID.

Examples:

  • 1118A: 1245 ADM 201802 Turn in your stuff
  • 1118B: 1248 ADM 201802 Now you really need to turn it in

Offers Naming Conventions

Convention

[Campaign ID][Unique Alpha identifier - if needed]:[Offer ID] [Dept Abbr] [TERM] [Name]

Example:

  • 1118A: 1017 ADM 201802 Special Note for Freshmen

Mailing List Naming Conventions

Convention

[Campaign ID][Unique Alpha identifier - if needed]: [Mailing List ID] [Dept Abbr] [TERM] [Name] - [Dynamic/Static]

Examples:

  • 1118A: 1112 ADM 201802 Bring frosh in - Static
  • 1118A: 1113 ADM 201802 Bring frosh in - Dynamic
  • 1118B: 1115 ADM 201802 Bring transfers in - Static
  • 1118B: 1117 ADM 201802 Bring transfers in - Dynamic

Notes: For all SQL mailing lists, if you want to set up a dynamic mailing list, you must first create and save a static mailing list to run the first time through the campaign. Thereafter you can schedule a dynamic mailing list to add any new/future targets.