Target Tabs and Properties

The Target Object comprises the following tabs:

Properties Tab

The Properties tab contains system Properties. It also contains custom Properties created for the Target Object. Values for these Properties are set in Desktop Client.

Property (* indicates that the Property is mandatory)	Description	Value Updated by CRM/User	Property Can be
Property (* indicates that the Property is mandatory)	Description	Value Updated by CRM/User	Edited	Deleted
Mailing List	The name of the Mailing List from which the Target was generated. This Property is updated when the Target is added to a Campaign through the specified Mailing List.		No	No
Target ID	A unique identifier for the Target. This is automatically generated when a Contact is added as a Target to a Campaign. A single Contact can be added to several Campaigns. The Contact is added to each of the Campaigns as a different Target, with a unique Target ID for each Campaign.		No	No
Date of Entry into Step	The date when the Target entered the Step specified in the Present Step Property. If the Contact is a Target in multiple Campaigns, unique Targets are created for each Campaign in which the Contact is the Target. Click a Target in the Target Table View to view Target details for a Campaign.			No
Campaign in currently	The Campaign with which the Target is currently associated. A Target can be a part of multiple Campaigns.			No
Product Offered	The Product offered to the Target in the Campaign.			No
Target Status	The status of the Target. This value can be Active or Inactive. An active Target progresses from one step of a Campaign to the next, while an inactive Target remains static.		No	No
Step in currently	The Target is currently in this Step of the Campaign.		No	No
Date of Creation	The date when the Contact was added as a Target to a Campaign.			No
Incubate Till	The date until when the Target will not move to the next Step in the Campaign. When a Target is incubated, the Target remains at the current Step for a specified time, while other Targets in the Mailing List flow through the Campaign as defined.			No
Team	The Team to which the Campaign belongs.		No	No
Base Cost	The cost associated with the Target, for this Campaign.		No	No
Source	The Internet Directory from which the Contact (who is now a Target in the Campaign) was imported.		No	No
Target Name	The value in this field is displayed in the following format: Target for <Object> Object ID: <Object ID>.		No	No
E-mail	The email address of the Target. If you edit this Property for the Contact, it is automatically updated for the relevant Targets.		No	No
Cumulative cost	The total cost of all steps through which the Target has progressed in the Campaign.		No	No
Action Status	Indicates whether the action in the current Step of the Campaign has been completed.		No	No
Current cost	The value in the Cost of step field of a Campaign action to which the Target has progressed. Note When CampusNexus CRM is upgraded to this version, to view the updated value of this Property for Targets that existed in a previous version, open the Target window.		No	No
Base Object	The object from which the target is created. For example, if the campaign target is created from a contact record, the value of this property is Contact.		No	No
Bounce Type	Based on whether the mailer sent at the Send Mailer step is hard or soft bounced, this property can have one of the following values: • Hard Bounced • Soft Bounced		No	No
Event	The name of the Event in which the Target is scheduled to participate. The value of this Property is automatically updated when the Campaign name is specified in the Campaign name field of the Event. Note You need to manually update the value of this Property if the value of the Campaign Name field in the Event window is changed.		No	No
Mobile	The mobile phone number of the Target. If you edit the value of this Property for a Contact, it is automatically updated for the relevant Targets.		No	No
Send SMS	Indicates whether SMS type of Mailers can be sent to a Contact when the Contact is a Target in a Campaign. By default, the value of this Property is set to No. You can change its value to Yes.		No	No
Participation status	The participation status of the Target in the Event. The value of this Property is set by the system based on the Target’s progress through the Campaign. This Property can have one of the following values: • Invited • Waitlisted • Registered • Attended • Canceled • Cancellation requested • Interested • Interested in future events • Custom This can be any user-defined value. Tip: To enable the Client User to select a user-defined value, you must create a new Property with a Conditional Mandatory Property constraint. The constraint must specify that when a Client User selects ‘Custom” as the Participation Status, the User can select one or more values defined for the new Property. By default, this Property is blank. Note: If the value of the Participation status Property for an Event is updated in the Target window, this value is updated in the Status Property associated with the latest record for the Event in the Event payment details tab.		No	No
Registration type	The type of registration that the Target has selected for the Event. This Property can have one of the following values: Formal registration Spot registration			No
Preference for Phone Campaigns (Group) This Property determines if a Target can be called by a User in an outbound phone Campaign.
Can be called for this Campaign	Indicates whether the Target can be contacted by phone for the current outbound phone Campaign. By default, the value of this Property is set to Yes.			No

Note

The Event, Participation status and Registration type Properties are displayed in the Target window only if the Event Management feature has been installed on the Server.

Interactions Tab

This tab displays all Interaction items that are associated with the Target.

History Tab

This tab displays the actions performed on the Target. For example, if a Target Property is changed, this action is recorded as an event in the history of the Target.

Note

• When CampusNexus CRM is installed afresh, audit is disabled for all events and Properties. Hence, audit records will not be displayed in the History tab. Audit can be enabled using the Audit Configuration feature in Business Administrator.

• However, by default, audit is enabled for the Participation status Property in the Properties tab. Audit cannot be disabled for this Property.

Target Flow Tab

This tab displays details about the Target's progress from one step to another in a Campaign.

Property	Description
Previous Campaign	The previous Campaigns to which the Target belonged.
Previous Step	The previous Step of the Campaign in which the Target was before progressing to the current Step.
Present Campaign	The present Campaign to which the Target belongs.
Present Step	The Target is currently in this Step of the Campaign.
Date of Entry into step	The date on which the Target entered the Step specified in the Step in Currently Property.
Step Cost	The cost of the current Step. This value is used to compute the Target cost.

Personal Tab

Lists properties created for the Personal tab. The tab is visible in Desktop Client only for the user who created these properties. Note that the tab is visible to the user only if the user has created at least one property for the tab.

Columns Displayed in a Related Object Tab

Interaction is the only Object related to the Target Object. This Object tab displays Properties as column headers in Desktop Client. You can customize the columns that are displayed in these tabs.