Dashboard – Campaigns

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The “Campaigns” sub-tab will show a summary of your current, pending, and recent marketing campaigns.

At the top of this sub-tab, you will see an overview display of your recently completed campaigns, including statistics for how many campaigns were completed in the last day, week, month, and year. To the right, you can also see values for campaigns that will be completing in the next day and week.

The “Pending Campaigns” list will show any campaigns that have triggered and are ready to be sent upon your confirmation. This list can be updated using the button above, and campaigns can be canceled from the list using the checkboxes to the left and the “Cancel Selected” button.

You can preview a campaign by clicking the blue “Campaign Name” link. The next step in each campaign will display below, along with the step’s target and method to the right. You can also see how many client or partner records have triggered that step in the “Qty” box.

Campaign steps can also be sent directly from this panel using the “Actions” column; in this way, emails can be sent while still in “Safe Mode.” The action you can take for each campaign will depend on the step method, including options to Send Emails, Printing Letters and Labels for physical mail marketing, Task creation, SMS text message sending, CRM record field Updating, Push Notifications for mobile app users, MS Word Document creation, Document Request submission for Loan and Partner Portals, and more. Clicking the yellow link will let you process each action, and the red “Cancel” link can be used to skip that step for those records.