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OCLC Wise Support EN

Actions and campaigns

Learn how to define settings related to marketing actions and campaigns.

​Actions and Campaigns settings are defined in the Wise configuration manager at systemWise > Marketing > Actions and campaigns

Notification settings

Settings can be configured uniquely for each marketing message. These settings are used for setting up messages and control the days and times that messages are sent and which header, footing, and salutation are used.

To configure message settings:

  1. In the Wise configuration manager, go to SystemWise > Marketing > Actions and campaigns > Notification settings.
  2. Click Open next to your institution name.
  3. Click New to create a new notification setting.
  4. Provide details for the notification setting.
    Field Description
    Code Enter a unique code
    Organization For which authority are the message settings intended?
    Description Description of the message setting (this is shown in the workbench, here the marketer can select an option when composing a marketing message).
    Unsubscribe link text Not yet in use. Right now, the Unsubscribe link is included in th style sheet and cannot be edited. This field is intended to allow edits to the text before the unsubscribe link.
    Sending days

    The days on which this marketing message type may be sent. Enter numbers to represent the days that messages can be sent:

    • 0 - Sunday
    • 1 - Monday
    • 2 - Tuesday
    • 3 - Wednesday
    • 4 - Thursday
    • 5 - Friday
    • 6 - Saturday
    Sending time

    Time range within which this marketing message type may be sent. Enter in the format of mm-hh: mm or as 09:00, if after a certain time. If the messages can be sent at any time, leave empty.

    If, for example, something is received on Tuesday afternoon, it will be processed on Tuesday evening and will arrive on the next delivery day at the same time.

    Salutation and addressing configurations Choose the desired salutation and addressing method.
    Marketing category Choose the marketing category.
    is campaign Check the box if this is a campaign message.
  5. Click OK to save settings.

Marketing category

Field Description
Code The code associated with the marketing category. (7 characters maximum) 
Organization Select the institution associated with the marketing category from the drop-down menu. 
Description Description of the marketing category. 
Display on web Check the box to allow the marketing category to display in the web catalog.

Discount campaigns

The Discount campaigns table is used to define details about campaigns used for discounts such as price, and the number of days that the campaign is valid.

Email format

The Email format table is used to define information for campaign emails, such as the stylesheet associated with the email. 

     

     

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