This is where you can change basic settings that will have an effect on your campaign creation.
The majority of this will be set up by our team during the initial sales collect module set up.
If there is anything you are unsure of or that you think needs changing, please contact your account manager or our support team first and we’ll be happy to take a look for you.
How many days to retain data
This is how long our system will retain data. Normally this would be used if we are passing data through to another company to hold on to and removing it from our database.
Chase team email
This is where you can list the email addresses of people that make up your chase team, that is if you have one.
This is used for setting up of campaigns to take into account 5 week collection periods. The UK is run on a 4-4-5 format whereas in the US it is 4-5-4.
Leave page on plugin when submitted
Whether or not you want to redirect a user back to the apps home screen after submitting data or remain in the sales collection plugin.
Remember previously entered figures
When turned on it will leave the previous figure displayed in the app.
Message to show when no forms to complete
A default message that will appear if there are no forms for the user to fill in.
Monthly/Weekly/Daily prefix name
What will be pre-filled into the title section of a period when creating a campaign. For example, in weekly you may want it to say week number then when you are generating the forms of the year, the week will be pre-filled.