Add a Campaign

After you select a program, a list of campaigns associated to the program will display. If no campaigns have been created for the program, the ADD CAMPAIGN button will still be visible, but no campaign names will appear in the list.

When you create a campaign, you will assign a start date, and that becomes the campaign launch date. After the campaign has launched, very few changes to the campaign and its activities can be made.

After you add a campaign, you can view the general information you entered about this campaign by clicking on the campaign's SETTINGS tab.

To Add a Campaign

1. From the main menu, select PROGRAMS *NEW*. Select the program to which you will add the campaign.

2. Click ADD CAMPAIGN.
   
   
   

3. Enter the Campaign Name.
   

The Campaign Name must not exceed 50 characters.   We recommend including your organization's name to your campaign naming convention. Doing so ensures the supplier can quickly match the campaign with the correct organization in the event the supplier receives more than one onboarding invitation. For example, if RizePoint invites a supplier named Delicious Dairy to onboard, the campaign name could be "Delicious Dairy-RizePoint Onboarding."





4. Enter a Short Name for the Campaign. This should be a name that will make sense to all users.
   

   The Short Name must not exceed 15 characters. A character number indicator displays in the bottom right corner alerting you if the name exceeds 15 characters.

   
   
   
   

5. Select a Campaign template from the drop-down menu.
   
   
   
   

6. Select a campaign start and end date from the appropriate calendar date picker.
   

   We recommend that when you first set up a campaign, that you set the campaign's start date for a date in the future. Doing so will allow you set up and edit the campaign activities before the invitation to the supplier is sent, thus preventing a premature launch of the campaign.  After the campaign and activities are defined, then go into the campaign's SETTINGS tab and select the exact date you want the campaign to start.







7. Add a description of the campaign.
   
   
   
   

8. Add a tag, if necessary.
   

   A tag is a search term. Enter a word or phrase that you will use later to search for this program, campaign, its activities or other elements within this campaign.






9. Click CREATE CAMPAIGN. The new campaign will display in the campaign list for this program.
   
   
   
   
   
   

After you have added a campaign, click the campaign name to onboard new suppliers.

For an overview of the Supplier Onboarding process, see the Supplier Onboarding Workflow.