Click "Offline Campaigns" from the CRM menu.

If you wish to edit an existing Offline Campaign, click the dropdown next to the name.

You can then edit any fields that you wish and click "Save" once finished.

If you would like to create a task, that will link to your Offline Campaign, click the dropdown next to the name.

It will then take you to the Tasks page in Hop. You can then start to fill out the details for your Offline Campaign. Fill out the Subject field which is essentially the title.

Then add in some details about your task in the Description field.

Click "Due Date" and add in a date you want the Task to be completed by.

Add in the Status of the Task, for example, in progress, draft etc.

Not Started
In Progress
Deferred
Completed

You can add an Assignee using the dropdown list. This will be a staff member who has been set up on Hop with a user. It will then send them an email with the ask details, as long as you have set an email in their CRM profile.

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Abomnes, Charmaine
Ahmad, Shahzad
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Bithell, Lauren
Bithell, Lauren
CES, Michael
Connolly, Andy
Counihan, Jonathan
Dale, Jon
Dickson, Jon
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Firth, Caitlin
Gardiner, Hana
Goodwin, Heidi
Goodwin, Heidi
Gyorgy, Angela
Hannah, Kaleigh-Anne
Harbridge, Melissa
Hill-Pickett, Danielle
HOP, Help
Hopkins, Bronwyn
Hospitality, Large
Htng, Hop
James, Marzena
Keighley, Dominic
Koston, Jakub
Lawrence, Daniel
Matusiak, Natalia
McCurry, Alex
Meehan, Josh
Mohanty, Kalpana
Myatt, Jake
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Ociepa, Sebastian
Onboarding, Hop
OneEPOS, Point
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Resdgers, Carly
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Sawer, Peter
Sheikh, Suman
Shetty, Jithesh
Smith, Sharon
Software, Hop
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Tweedie, Ronald
User, App
Warburton, Katie
Warburton, Katie
Williams, Dale
Williams, Dale
Williams, Hayley

Click the "User Team" dropdown to link it to a team within your property, i.e. Reception, Events etc.

Click "Event" and type in your Event name if you want to link the Task.

Click "Individual" and type in the field to link it to a guest, or click the + green button to the right of the field to add a new Individual.

Click "Company" and type in the field box to link the Task to a Corporate Account.

Click the "Show on Dashboard" checkbox, if you would like the Task to be shown on the CRM Dashboard.

You can choose an option for the Task to be repeated by clicking the Repeat dropdown menu.

None
Daily
Weekly
Monthly
Yearly
Fortnightly

When setting a reminder, if you choose "On a Date", please follow the next steps.

Click "Reminder Date / Time" to add in the date and time you want to be reminded on.

Then select an option from the "Repeat Reminder" dropdown if you want the reminder for the Task to be weekly, daily etc. (this option isn't mandatory).

If you choose the "X Days before Due Date" option, please follow the next step.

Click the "Reminder Days before Due Date" field to add in the number of days before the due date, that you would like to be reminded on. For example, if you want to be reminded 7 days before the due date, add in "7".

You can link this to an email campaign if you have already set one up, start typing in the field and choose it from the dropdown when it appears.

As you're creating the Task from the Offline Campaign, it will automatically add in the Offline Campaign for you.

Scroll back to the top and click "Notes".

You can then click 'add attachments' to add a file from your PC.

Then you can add any extra notes in this section.

Click "Save" and that is your Task completed for the Offline Campaign.

Now back onto the Offline Campaign page, you can delete an existing one, by clicking the red trash icon.

If you want to create a new Offline Campaign, click the +Create button.

Add in a name for your Offline Campaign, i.e. "Christmas Offer Flyer Drop".

Click the "Description" field and fill this in to give some context to your staff members about the Offline Campaign. 

This could be where the posters/flyers are being taken, to which local stores etc.

Add in the "From" date, which is when you want to start your Offline Campaign.

Add in your "To" date, which is when you want the Offline Campaign to finish.

Then choose your Status of your Offline Campaign, such as, a draft, active or completed.

Click "Save". You will be able to add in documents once you have saved the Offline Campaign.

If you want to attach documents from your PC, click back into the Offline Campaign you have just created.

Then at the bottom of the page, you will see the below attachment icon, click on this to upload documents.

CRM - Offline Campaigns