Campaigns

1. What This Page Is For

The Campaigns page (/crm/campaigns) is used to create, configure, and manage group CRM follow-up campaigns. It allows team leaders and administrators to schedule campaign periods, set recovered amount and task count targets for staff and players, define rules to automatically pull matching players into follow-up pools, and connect Telegram notification bots. For the legacy Automation Settings menu (/crm/settings), the system automatically redirects here.

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2. Before You Start

• Required Permissions:
  • You must have the 'CRM campaigns' (crm_rule) or 'CRM head' (crm_head) permission granted by an administrator to create, view, edit, and delete campaigns.
  • If you only have view permissions, you can browse the campaign table and view condition details, but you will not see the create or edit buttons.
• Things to Prepare:
  • Telegram Bot Token: If you want to enable Telegram alerts, prepare the bot token obtained from @BotFather.
  • Telegram Room ID (Chat ID): The group or channel ID (for example, -100123456789) so alerts reach the right chat room.
  • Determine your campaign start and end dates, as well as the player criteria you want to target.

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3. Screen Layout

When you open this page, you will see the following key areas:

1. Header: Displays the page title CRM Campaign Management, subtitle description, and main action buttons: Telegram Integration and Create Campaign.
2. Search & Filters: Located below the header, featuring the campaign search box, Search button, Advanced filter toggle, and active filter chips.
3. Table Toolbar: Displays the total campaign count found and a Refresh button (circular arrow).
4. Campaign Data Table: Lists all campaigns with their creation date, player conditions, duration, status badge, targets, and action buttons.
5. Pagination Bar: Located at the bottom of the table to switch pages and select the number of rows per page (10, 20, 50, 100 rows).

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4. Search and Filters

Field / Filter	Type	How to Use	Result
Search campaign name...	Text input	Type a campaign name and click Search or press Enter	Filters the table to show matching campaigns
Advanced	Button	Click Advanced to expand or collapse additional filter fields	Opens the status filter panel
Status	Dropdown	Choose from: All Statuses, Active, Scheduled, Draft, Completed, or Cancelled	Filters campaigns by the selected status
Clear all	Button	Click Clear all or click the X on active filter chips	Resets the search term and status back to defaults
Refresh	Icon button	Click the circular arrow icon above the table	Instantly reloads the latest campaign data

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5. Data Table

All Columns in the Table

Column	What You See	Meaning	Color Badges / Icons
Created At	Date, time, and creator name, e.g. Oct 21, 2026 14:30:00 by admin1	When the campaign was created and by whom	Gray text with creator name
Campaign Name	Campaign title text, e.g. Winback Campaign 10.10	The name of the campaign	Bold text
Condition	View Conditions button with eye icon	The qualification rules used to select players	Click to open detailed condition modal
Period	Start date – End date, e.g. Oct 1, 2026 - Oct 31, 2026	The active date range of the campaign	Gray text
Status	Status badge	Current operational state of the campaign	5 basic colors: Green (Active), Blue (Scheduled), Gray (Draft), Purple (Completed), Red (Cancelled)
Goals	Staff and player target figures, e.g. Staff: ฿500,000 (50 bills) / Player: ฿1,000 / ฿5,000	Recovery and bill targets for staff versus deposit and turnover targets for players	Black/white text
Waiting (in task view)	Number of players, e.g. 150 players	Qualified players waiting to be assigned to staff	Orange badge
Assigned (in task view)	Number of players, e.g. 80 players	Players already assigned to staff members	Black/white text
Actions	Action buttons at the end of each row	Commands to manage that campaign	See action buttons table below

Action Buttons in Each Row

Button	Icon / Color	What Happens When Pressed	Conditions / Notes
Favorite star	Star icon / Yellow	Pins the campaign to the top of the table	Click again to unpin
View Assignments	Eye icon / Gray	Navigates to Task Assignments (/crm/tasks/[campaignId]) for this campaign	Available for all campaigns
Edit	Pencil icon / Blue	Opens the modal to modify campaign details, goals, and rules	Cannot be edited once status is Completed or Cancelled
Delete	Trash icon / Red	Opens the confirmation dialog to permanently delete the campaign	Only campaigns in 'Draft' or 'Cancelled' status can be deleted. Active or scheduled campaigns have this button disabled

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6. Step-by-Step Guide

1. Creating a New Campaign

1. Go to Follow-up > Campaigns in the left sidebar menu.
2. Click the Create Campaign button in the top-right corner.
3. In the modal dialog that opens, fill in all 4 sections according to the table in Section 7:
   • Section 1: Enter the campaign name, select start and end dates, set the initial status, and select assigned staff.
   • Section 2: Enter the target recovered amount (Baht) and target recovered players count (cases/bills) for staff.
   • Section 3: Enter the target deposit (Baht) and target turnover (Baht) for individual players.
   • Section 4: Enable at least one player qualification rule (such as inactivity days or new lead registration).
4. Review your inputs and click Save Campaign.
5. A green success message will appear and the new campaign will display in the table.

2. Editing a Campaign

1. Find the campaign you want to edit in the table.
2. Click the pencil icon (Edit) in that campaign's row.
3. Update the desired settings in the modal dialog.
4. Click Save Campaign.

3. Deleting a Campaign

1. If the campaign is currently active, click edit first to switch its status to Draft or Cancelled, then save.
2. Click the trash icon (Delete) in that campaign's row.
3. In the confirmation dialog, click the red Delete button.
4. The campaign is permanently removed from the system.

4. Connecting a Telegram Bot for Alerts

1. Click the Telegram Integration button in the top-right corner above the table.
2. In the dialog, enter your Telegram bot token obtained from @BotFather.
3. Click Save Token (or Replace Token if updating).
4. When creating or editing a campaign, enter your Telegram chat group ID (e.g. -100123456789) in the Telegram Room ID field and switch on Campaign notifications.

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7. Edit or Add Form

The campaign configuration modal (CrmCampaignModal) is divided into 4 main sections:

Section 1: Basic Campaign Details

Field	Required?	What to Enter	Example	Constraints
Campaign Name	Required	Name of the campaign	Winback Campaign 10.10	Cannot be empty
Campaign Duration	Required	Start date and end date	2026-10-01 to 2026-10-31	End date must be after start date
Campaign Status	Optional	Initial operational state	Active	Options: Active, Scheduled, Draft, Completed, Cancelled (Default: Active)
Assigned Staff	Optional	Staff members assigned to handle this campaign	Select all or check specific staff	If left unselected, all team members can handle tasks
Telegram Room ID	Optional	Telegram chat group ID	-100123456789	Must include minus sign for groups
Campaign notifications	Optional	Toggle switch	On (Green)	Requires bot token to be configured first
Auto-assign matching players	Optional	Toggle switch	On (Green)	Automatically distributes qualified players to staff
Welcome SLA (hours)	Optional	Required turnaround time in hours	24	Positive whole number

Section 2: Staff Goals

Field	Required?	What to Enter	Example	Constraints
Target Recovered Amount (฿)	Required	Target total deposit recovered by staff	500000	Number greater than 0
Target Recovered Players Count	Required	Target number of players recovered	50	Positive whole number greater than 0

Section 3: Player Goals

Field	Required?	What to Enter	Example	Constraints
Target Player Deposit (฿)	Required	Expected deposit amount per player	1000	Number greater than 0
Target Player Turnover (฿)	Required	Expected turnover amount per player	5000	Number greater than 0

Section 4: Automatic Player Pool Rules (At least 1 required)

Field / Rule	Required?	What to Enter	Example	Constraints
Disappearing Days (Inactivity)	Can enable	Turn on toggle and click + Add Range to define days without deposit	14 - 30 days, > 60 days	End days must be greater than start days; ranges must not overlap
New Lead (No deposit yet)	Can enable	Turn on toggle and set duration in minutes or days	30 minutes or 3 days	Minutes must be at least 5; days at least 1
Has Deposit History	Can enable	Turn on toggle to target only players who deposited before	On	Cannot be enabled together with New Lead
Min Deposit Times	Can enable	Minimum prior deposit count required	3	Integer starting from 1
VIP Min Deposit Amount (฿)	Can enable	Minimum accumulated deposit amount	50000	Number greater than 0
VIP Min Deposit Bills	Can enable	Minimum accumulated deposit bills	10	Whole number greater than 0
Selected Ranks	Can enable	Select member VIP tier ranks	VIP 1, VIP 2	Must select at least 1 rank
Registration Affiliate Code	Can enable	Specific affiliate referral code	AFF888	Cannot be empty if enabled
Promotions Received	Can enable	Minimum promotions received count	1	Whole number starting from 1
Min Win Amount (฿)	Can enable	Minimum win amount during campaign	10000	Number 0 or greater
Min Loss Amount (฿)	Can enable	Minimum loss amount during campaign	5000	Number 0 or greater
Min Total Turnover (฿)	Can enable	Minimum total turnover during campaign	20000	Number 0 or greater
Consecutive Playing Days	Can enable	Min and max consecutive active days	3 - 7 days	Min must be at least 1; max must be >= min

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8. Popups and Modals

1. Create / Edit Campaign Modal (CrmCampaignModal)

• Triggered by: Clicking Create Campaign in the header or the pencil icon (Edit) in the table.
• What is inside: 4 form sections as detailed in Section 7, plus Cancel and Save Campaign buttons.
• What to do: Fill in required fields, resolve any red error text, and click Save Campaign.
• Result: Saves the campaign, closes the modal, and refreshes the table.

2. Campaign Condition Details Modal (CrmConditionModal)

• Triggered by: Clicking View Conditions in the Condition column.
• What is inside: Summary of all active rules for that campaign, including inactivity ranges, new lead settings, deposit rules, staff/player targets, and Telegram rooms.
• What to do: Review the qualification rules and click Close.
• Result: Closes the modal without making changes.

3. Telegram Integration Dialog (CrmTelegramIntegrationDialog)

• Triggered by: Clicking Telegram Integration in the header.
• What is inside: Bot token status banner, token password input, Cancel, and Save Token (or Replace Token).
• What to do: Paste your bot token and click Save Token.
• Result: Saves the shared Telegram token for alerts.

4. Delete Confirmation Dialog (ConfirmModal)

• Triggered by: Clicking the trash icon (Delete) in a campaign row.
• What is inside: Warning prompt with the campaign name, Cancel, and red Delete button.
• What to do: Confirm the campaign name and click Delete.
• Result: The campaign is permanently deleted.

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9. Statuses and Color Badges

Status Badge	Badge Color	Meaning	Next Action
Active (active)	Green	Campaign is running, matching players, and distributing tasks	Check tasks on the Task Assignments page
Scheduled (scheduled)	Blue	Campaign is set to start on a future date	Wait for the start date; system activates automatically
Draft (draft)	Gray	Saved draft in preparation; no live effect on players	Edit and change status to Active when ready
Completed (completed)	Purple	Campaign duration has ended	Historical read-only view; no new tasks or edits permitted
Cancelled (cancelled)	Red	Campaign has been stopped early	Can be deleted if no longer needed

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10. Frequently Asked Questions / Basic Troubleshooting

• If the delete button is disabled or grayed out:
  • Active or scheduled campaigns cannot be deleted directly. Edit the campaign first, change its status to Draft or Cancelled, save, and then click delete.
• If zero players are pulled into the campaign:
  • Check whether you have enabled mutually conflicting conditions. For example, enabling New Lead (no deposit yet) alongside Has Deposit History or VIP Conditions makes it impossible for any player to qualify for all rules simultaneously.
• If the Save Campaign button does not save:
  • Verify that the campaign name is entered, the end date is strictly after the start date, target amounts are greater than 0, and at least one player condition is enabled.
• If entering /crm/settings redirects to another page:
  • This is expected system behavior. Automation settings and campaign rules have been consolidated directly into this Campaigns (/crm/campaigns) page.