Comm Center - Campaign Types

Within Communications Center, there are several campaigns you can purchase to enable for your use. Prism will configure your campaigns based on what was purchased and the results of the Questionnaire provided by your Prism Project Manager.  

1. Presale Campaign (Order Reminder) – This campaign will send an order reminder 1x, 2 days before the date on the call calendar that is indicated by a ‘C’.  

1. There is a 2nd Order Reminder that will be sent 1 day before the date on the call calendar that is indicated by a ‘C’.  

1. Invoice Campaign – This campaign will send an email to a customer when an invoice is generated. 

For any campaign that has a PDF attachment such as the Invoice Campaign, you will want to make sure to set up a shortcut to the Input folder for attachments where those PDF files can be saved. Make this file accessible via the desktop for easy access. The system will then read the PDF in order to send the correct PDF file.  

Invoices can be generated from the SQ Reports form on a daily, weekly, or monthly basis.  

From this report, the user can export a PDF and will save the files in the input folder.  

Depending on the configuration of the Invoice Campaign, all invoices generated from a single customer may be in 1 email or in many emails.  

1. Statement Campaign – Similar to the Invoice Campaign and will send an email to a customer when a statement is generated.  

1. Credit Card Payment Campaign – Utilized to automatically notify customers when their credit card is charged and/or declined and include a receipt (Payment Processing Add-On required).