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Campaign Functionality Guide

This guide explains how to set up campaigns, assign them to plans, and use campaign variables in documents within OpsAdmin.

Campaign Setup Screenshot​

1️⃣ Adding a New Campaign​

New Campaign Screenshot

The first step in Campaign setup is creating a New Campaign. From the Campaigns Manager screen:

  • Click the ➕ New Campaign button (top right).
  • This opens the Campaign Creation form.

Required Fields​

  • Campaign Name → Friendly label for internal & external visibility.
  • Campaign Code → Unique identifier (e.g., SMMR for Summer Campaign).
  • Market(s) → Select one or more applicable markets.
  • Start Date → Campaign effective date.
  • End Date → Campaign expiration date.

Result​

  • New campaign appears in the Campaigns List with the configured markets and dates.
  • Campaign can now be further configured (visibility, enrollment, restrictions, etc.).

💡 Tip: Use short, consistent codes (4–5 characters) so campaigns are easy to search and report on.

2️⃣ Creating a Campaign​

Campaign Setup Screenshot

When creating a campaign:

  • Name → Enter a descriptive campaign name (e.g., Summer Sales Campaign).
  • Code → A short, unique identifier (e.g., SMMR).
  • Start Date / End Date → Define the campaign duration.
  • Markets → Select which markets this campaign applies to. Move markets between Available and Associated lists.
  • Language Variants → Enter both Presentation Text and Contract Text for each language (English & Spanish).

💡 Presentation Text is what customers see before enrollment, while Contract Text appears in the signed agreement.

3️⃣ Assigning a Campaign to a Plan​

Campaign Assignment Screenshot

When editing a plan, you’ll see a Campaign dropdown.

  • You can assign the plan to a campaign created earlier.
  • If no campaign is assigned, the plan will not display campaign-specific language.
  • Once assigned, the campaign’s presentation and contract text will be applied to the plan.

4️⃣ Using Campaign Variables in Documents​

Campaign Variables Screenshot

Campaign language (from step 1) is inserted into documents using replacement variables.

The following replacement variables are available:

  • Campaign Contract Text → [CAMPAIGN_CONTRACT_TEXT]
  • Campaign Presentation Text → [CAMPAIGN_PRESENTATION_TEXT]

These variables can be used in dynamic templates such as contracts, welcome letters, or other enrollment-related documents.

💡 When the document is generated, OpsAdmin will automatically replace these variables with the correct campaign text (English or Spanish, depending on the customer’s language preference).

✅ Summary​

  • Step 1: Create a campaign with markets, text, and validity dates.
  • Step 2: Assign the campaign to a plan.
  • Step 3: Use campaign variables in documents to dynamically pull in campaign text.

This ensures consistent messaging across enrollment presentations, contracts, and customer-facing communications.