CRM Phase 3 - Flipbook - Page 25
STEP
PROCESS
STEP 1
From the Campaigns toolbar, select the New icon, presented will be the Main tab.
STEP 2
Enter the following details:
STEP 3
Field
Description
Summary
Enter the title of the campaign. This will be used to find a
previously created campaign, e.g. 8All Buyers9.
Short name
Enter a short name.
identifier.
Description
Enter the description of the campaign.
Owner
This is the author of the of this campaign.
Campaign
type
Select L – Letter, E- Email or S – SMS for the type of campaign.
K-print form
This is the trigger used if printing letters to the K-print printer for
letter-head, this should not normally need changing.
Branch
Enter the branch of the campaign. 8!!!9 is for all branches.
On behalf of
Click to look-up the relevant department e.g. 8S9ales.
Include all
Customers
If the department contact method on the customer record is not
the same as that selected on the campaign type field it will not be
included in the campaign if the include all customers is not
ticked.
Ignore If
already
contacted
If this is the second time this campaign has been run and you do
not wish to send the same customer records this mail again, click
to activate
Contact
Click to look-up the contact code previously created, refer to
process 02.030.01 L2 Creating a Contact Type Code.
This will be used as the campaign file
Refer to process 02.030.04 L2 Creating the Campaign Letter to continue with the
mailshot.
Campaigns – The Main Tab
02.030.03.L3 9304E
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