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Manage loan campaign

To manage loan campaigns, you can do the following:

Create application/offer with campaign code

Apply campaign code

If you create a loan campaign with the applying rule - by campaign code, you must apply the campaign code when creating the loan application and/or loan offer.

At this time, you can only apply the campaign code - the campaignCodes parameter via APIs only:

If the loan campaign applying rule is always, the campaign is applied automatically when the loan application and/or offer are created.
The loan contract is created automatically once the loan offer is accepted; therefore, the information about the campaign applying rule is transferred automatically. Once the loan contract is created, the campaign period is recalculated, as the initial benefits might be outdated.

View applied code

You can view the list of available loan campaigns on the Campaign search page:

Loans > Products > Campaigns.

Only the BackOffice users with the VIEW_LOAN_CAMPAIGN privilege can view loan campaigns.

Once the loan campaign is applied to a loan product, the loan product details are updated. You can view the list of applied campaigns:

Loans > Products > Loan products.
Click on the Product name to access the detailed information.
Scroll to the Campaigns section to view more details.

Find applied campaigns

Find applied campaign

If a new loan application, offer, or contract is created for a loan product with a valid loan campaign, you can find the list of applied campaigns in the respective loan application, offer and contract.

In loan application

To check the campaign details for the loan application:

Loans > Search > Applications.
Click the application Number to access the details.
Check the Application additional details form, Campaigns parameters.

In loan offer

To check the campaign details for the loan offer:

Loans > Search > Offers.
Click the Number to access the details.
Check the Additional details form, Campaigns parameters.

In loan contract

To check the campaign details for the loan contract:

Loans > Search > Contracts.
Click the Contract number to access the details.
Check the contract details, Campaigns parameters.

Update and copy campaigns

The BackOffice interface allows you to edit and copy the settings of the existing loan campaigns.

Edit campaign

To edit a loan campaign:

Click the Edit button > Save.

If the campaign validity period is still in the future, you can change all campaign parameters, including the campaign benefits.
If the campaign has already started, you can edit the campaign end date, name, and code; however, it is not permitted to edit the campaign benefits.
If the campaign end date has already passed, you cannot edit the campaign parameters.

Copy campaign

To copy the settings of the loan campaign:

Check the loan campaign settings > click the Create button.

Disconnect loan product from campaign

You can disconnect the loan product from the campaign as follows.

Go to Loans > Products > Campaigns.
Find the campaign from which you would like to disconnect the loan product and click on the Campaign name to open it.

Find the loan product you want to disconnect from the campaign in the Applied to loan products section. Click Delete > Confirm.

If you disconnect the loan product from the campaign, you cannot apply this campaign to the new applications/offers/contracts issued under this loan product after the campaign disconnection.
The removal of the loan product from the campaign does not affect the applications/offers/contracts created before the removal; the campaign still applies.