Create and Edit Campaigns


How to work with the Campaign Register?

1. Planning a Campaign

As well as entering the essential details about the campaign in the general information tab, you can use the stakeholders tab to list the stakeholders targeted by the campaign. When adding a new stakeholder, you can:

  • Select an organisation or an organisation and a position
  • Select an individual that has a position at an organisation
  • Select an individual not affiliated to any organisation
  • Or directly type the name of a person not in the individuals register

You can define in advance each of the important consultations you are planning in the meetings table under the consultations tab; alternatively, from within a meeting, by selecting the campaign.

2. Update Campaign Results

Many informal consultations may result from a campaign. As you record each informal consultation, you can link each to the campaign so that they appear in the campaign table under the consultations tab. In addition, the grievances tab, issues tab and the commitments tab list any follow-ups that you need to manage

3. Closing the Campaign

After the campaign is over and there are no outstanding actions, you can close the campaign in the workflow tab.



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