Campaigns¶
Guide
A Campaign in Active Steward is a secure portal useful for communication, data dissemination and document transfer. The main use of campaigns is communication with clients. Custom or templated emails can be sent to individuals or sent out in bulk to a whole campaign or specific contacts within a campaign. Campaigns have a Web Portal used to create and display customisable pages for clients. The pages are useful for data dissemination, collection of data via surveys, file transfer and more. The pages are accessible via permissions, ensuring that information is only visible to the relevant parties.
Click here to read the full campaigns guide.
How to Add a Contact to a Campaign
Archive & Delete a Campaign Contact
How to Create and Assign Viewing Roles
Edit a Campaign Contact User Account
Create a Contact Information Page
How to Create a Company Information Page
How to Create a Task Tracker Page
How to Create an Issues and Statements Page
How to Create a Documents Page
How to Create an Invoicing Page
How to Create a Constituents Page
Insert an Image onto a Campaign Page
Create Campaign Terms & Conditions
How to Create a Discussion Task
How to Create a Uses Survey Task
How to Create a IUCLID Review Task
Create and Use Survey Templates
How to Insert a Task / Task Group onto a Page
How to Duplicate Campaign Pages
Bulk Upload Campaign Contacts and Edit Roles
Use Merge Tags on Campaign Pages
Send Task Notifications to Campaign Contacts
Send Page Notifications to Campaign Contacts
How to Send/Draft Emails in Campaigns
Send Campaign Task Emails to Contacts
Receive Campaign Task Notifications