CRM Phase 3 - Flipbook - Page 33
STEP
PROCESS
STEP 1
From within the campaign, select the Selection tab.
STEP 2
Using each required selection button will allow for selection to be added:
Note: If the contact code added to the Main tab is not vehicle related, vehicle based
selections will not be made available.
STEP 3
From the list of available selection criteria, choose one or more options and click on
OK.
Continue adding selection as required.
STEP 4
When running a campaign which has vehicle selection and there may be a potential
that a customer who has more than one vehicle attached may be selected, click the
Remove duplicates field to ensure that only one letter will be printed for that customer.
STEP 5
If the mailshot is only to be sent to customer9s that are attached to company records,
click the Only include customers who are attached to a company field.
STEP 6
To process the selection to find matches within the database, click on the
icon from the toolbar.
Refer to process 02.030.06 L2 Customers to continue with the mailshot.
Campaigns – Basic Selection
02.030.05.L3 9304E
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