Module: Distribution Campaign
Overview
The "Distribution Campaign" module allows managing mass document distributions with delivery receipts, evaluation questionnaires and reading tracking.
Configuration
Configuration source: Parameters.xml (Form: Distribution Campaign)
Processing Flow
Campaign creation → Document/recipient selection → Sending
→ Delivery receipt tracking → Reminders → Closure
Form
General Information
| Property | Value |
|---|---|
| Form name | Distribution Campaign |
| Internal tag | Campagne_de_diffusion_______________ |
| Objective | Organize and track mass document distributions |
| Associated workflow | Distribution Campaign |
Form Structure
Header
- Reference (calculated)
- Campaign title*
- Step (calculated)
Parameters
- Start date*
- Expected end date
- Campaign manager*
- Distribution type*
Selection
- Documents to distribute*
- Recipients* (people, groups, departments)
- Mandatory delivery receipt?*
- Associated questionnaire?
Tracking
- Delivery receipt rate
- Questionnaire response rate
- Automatic reminders
Main Fields
| Label | System Name | Type | Description |
|---|---|---|---|
| Reference | Reference | Text | Unique campaign reference |
| Campaign title * | Title | Text | Campaign title |
| Campaign manager * | Gestionnaire | Directory | Campaign manager |
| Documents * | DocumentsDiffusion | Multiple Pick List | Documents to distribute |
| Recipients * | Destinataires | Multiple Directory | Campaign recipients |
| Mandatory delivery receipt * | ARObligatoire | Radio Button | Yes/No (List: OuiNon) |
| Questionnaire | QuestionnaireAssocie | Pick List | Optional evaluation questionnaire |
| Start date * | DateDebut | Date | Campaign start date |
| End date | DateFin | Date | Expected closure date |
Workflow
General Information
| Property | Value |
|---|---|
| Workflow name | Distribution Campaign |
| Objective | Manage the lifecycle of a distribution campaign |
| Source | Parameters.xml (Workflows Section > Distribution Campaign) |
Workflow Schema
┌──────────────┐
│ Step 1 │
│ Preparation │
│(Manager) │
└──────┬───────┘
│
┌────────┴────────┐
│ │
Launch campaign Cancel
│ │
▼ │
┌──────────────┐ │
│ Step 2 │ │
│ In progress │ │
│ (Auto) │ │
└──────┬───────┘ │
│ │
Close/ │
All receipts received │
│ │
▼ ▼
[END: Closed] [END: Cancelled]
Views
Available Views
- Campaigns in progress
- Completed campaigns
- Delivery receipt tracking by campaign
- Questionnaire response tracking
- Recipients who have not acknowledged receipt
Dependencies
Specific Roles
| Role | Description |
|---|---|
Distribution | Distribution manager - Allows creating and managing campaigns |
Field Inheritance
From Distribution Campaign to Questionnaire Responses
Inheritance configuration in Parameters.xml:
Distribution Campaign > Questionnaire Responses
Automatically creates response forms for each recipient.
Specific Actions
Configured Actions
Source: Parameters.xml (Actions Section)
| Action | Description |
|---|---|
Diffusion_Ajouter_Groupes_de_diffusion | Adds distribution groups to recipients |
Diffusion_InvitationsSender | Sends email invitations |
DM_Distribute | Launches effective distribution |
Diffusion_Ajouter_et_valider_AR_des_participants_du_workflow | Manages automatic delivery receipts |
Use Cases
- Mass document training after procedure updates
- New regulation distribution with knowledge evaluation
- Quality document communication with reading tracking
- Awareness campaigns with questionnaires
💡 Tip: Use this module to ensure controlled and traceable distribution of important documents with receipt confirmation.