Settings

To be able to set up the activities and their planning, the following requirements must be met:

• User Administration: Access to activity Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. types and activity type A template for activities that defines what attributes are available and required, and what workflows are associated with the activity. groups is assigned to teams and users. To be able to complete the set up, the corresponding users and teams must have been created in user administration.

• Activity structure and data concept: Before you start creating activity types and attributes in the system, you should have a clear concept that answers the following questions:

  • What types of activities exist in your company and how are they hierarchically structured?

  • What data do you need to capture for robust and useful reporting?

  • Which data do you want to capture at which activity type?

If you have any questions, please consult your Uptempo contact person.

In this step, create the required attributes. See Attributes of Activities

This phase has the following goals:

• Create templates for activities, the so-called activity types.

• Define which data will be collected for which activities.

• Define the possible structure of the activity hierarchy The structured organization of marketing activities, typically including levels such as Plan, Campaign, Program, and Tactic.

See Activities Types and Their Hierarchy Structure

With policies you define which access users have to the activities. See Access to Activities.

Define how the planned impact of your activites is calculated. See Impact Modeler.