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Bullhorn

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.


Create a Campaign


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 Normal Page


How to Create a Task Tracker Page


How to Create a Task Page


How to Create a Studies 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 a Campaign Section


Create Campaign Terms & Conditions


Create a Campaign Footer


Edit Menu Appearance


How to Create a Download Task


How to Create an Upload Task


How to Create a Discussion Task


How to Create a Survey Task


How to Create a Uses Survey Task


How to Create a IUCLID Review Task


Create and Use Survey Templates


Create a Task Group


How to Insert a Task / Task Group onto a Page


Duplicate a Campaign


How to Duplicate Campaign Pages


Bulk Upload Campaign Contacts and Edit Roles


How to Use Contact View


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


Campaign Security Issues