CRM Phase 3 - Flipbook - Page 3
Introduction
Campaigns is a feature of the CRM module that allowing for definitive lists of people who should be contacted by
an associated initial mailing exercise and then by any subsequent follow-up that is required.
The initial selection process uses an enhanced version of an Ad-Hoc enquiry. Two facilities are provided, the first
one of which allows basic campaign enquiries using predetermined fields, e.g. selection on customer branch,
source of business, vehicle franchise and vehicle model. The second facility is an advanced facility for
campaign enquiries, allowing the construction of a more specific and in-depth campaign using various linked files:
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Customer, this accesses the customer file directly but also links to the company.
Customer -> Extra, accesses the customer file directly but also links to the extra file
using the customer magic.
Customer by location, accesses the department file directly but also links to the
customer file using the customer magic.
Contact selection, this accesses the contact history file directly but also links to the customer, company and
vehicle files.
Vehicle -> Driver, accesses the vehicle file directly but also links to the customer and company files using the
driver link (magic).
Vehicle -> Owner, accesses the vehicle file directly but also links to the customer and company files using
the sales link (magic).
Vehicle -> Service, accesses the vehicle file directly but also links to the customer and company files using
the after sales link (magic).
Service history, accesses the service history file directly but also links to the vehicle file, customer file and
company files.
There are 7 stages to the initial campaign process.
1. A contact type code needs to be created.
2. A letter template needs to be created as per the standard letter writer facility, Rich Text Format (RTF),
copying the Autoline template campaign letter.
3. A campaign main screen needs to be completed.
4. The campaign template needs to be pasted into the campaign letter writer and letter text added.
5. A list of customers needs to be defined using one of the 8 selection methods described in the previous
paragraph.
6. Modification of the campaign file identified in stage 5 before printing.
7. The letters need to be printed which merges the letter set up in stage 2 to the list of customers defined in
stage 5, as well as simultaneously creating contact history within the customer file.
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