Campaign wizard

This wizard helps you select addresses and create e-mail campaigns, form letters, or phone calls for a particular target group. You can also create follow-ups after the campaign has finished.

This is how you start the Campaign wizard.

• Click the Tools menu in the Campaign wizard, or

alternatively, click the icon of the same name.

Step 1: Selecting addresses

Select the addresses for mailing.

• Highlighted addresses includes addresses, assuming you marked them previously in a view.
• Use addresses from a view opens a page showing the views of addresses from all navigators that you have access to. Saved search views are not displayed.

At the same time, views with address filters are displayed. Lists without filters are not displayed. Saved search views are also not displayed.

• Select addresses via search opens the Search window.

• Search window

• These three options are also available for distribution lists.

• Distribution list

Step 2: Assigning actions to addresses

On this page you can select how the addresses are to be contacted.

On the E-mail (), Mail/Fax (), Phone () tabs, you will be able to see how many and which type of addresses have been automatically assigned a method of contact. The system checks the Preferred contact method field in the address data records.

The E-mail () shows all available e-mail addresses for each address. Here you can select the e-mail address the e-mail merge is to be sent to. You can only select one e-mail address per address.

The Phone () tab shows all available phone numbers for each address. Selecting the corresponding option defines the phone number which is to be used for this address. Here too, you will only be able to select one phone number.

You will find the Use the following e-mail / telephone field for all recipients drop-down list on both tabs. If you select one field, this field is set for all recipients of the list.

If the Preferred contact method field is empty, then these addresses are displayed on the Miscellaneous () tab. The same functions are available for each tab.

• Add recipients opens the Search window to select further addresses for the mailing.
• Delete recipient removes an address for this delivery.
• Change communication channel channel opens a window where you can select another communication channel.

Step 3: Carrying out a quick campaign

This page displays how many e-mail campaigns, form letters, and phone calls are generated. Furthermore, follow-up actions for the selected addresses can be created after mailing.

• Creating e-mail campaigns or Form letters opens the Create document from window in which you can select a template.

• Create document from window

When you create a document the addresses you selected are linked automatically.

Once you have created and sent the document or e-mail campaign -- including any attachments -- and saved the document data record, you will return to the Campaign Wizard. Now you can define follow-up actions.

• Create phone call opens the New phone call window. Enter the fields that are the same for all addresses. A phone call is created for each address and is linked with the address. You can display these phone calls in a new list view for later processing.
• Follow up actions open a page upon which you can create either a tasks, phone calls or opportunities.