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.

None...
Abomnes, Charmaine
Ahmad, Shahzad
API, Testing
Ardern-Corris, Roman
Bithell, Lauren
Bithell, Lauren
CES, Michael
Connolly, Andy
Counihan, Jonathan
Dale, Jon
Dickson, Jon
Dickson, Jon
Digital, HOP
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
Nkwocha, Philip
Ociepa, Sebastian
Onboarding, Hop
OneEPOS, Point
Prescot, Amber-Lee
Rani, Bindhu
Resdgers, Carly
Samara, Indie
Sawer, Peter
Sheikh, Suman
Shetty, Jithesh
Smith, Sharon
Software, Hop
test, Premier software
Test, Tevalis
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.

CRM - Offline Campaigns