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Adding a document to a postal campaign

A model document is what will be sent or printed out for this postal campaign. If no model document was created for this specific campaign, click on Image z_New_model and create one.
 
To upload an already-existing model document, click on Image z_Select_model as available at the Campaign Manage Page. Then, a File Manager window as described in File Manager will be displayed, where an already-existing model document is selected ; via a click, it can also be modified and expanded through the Document Editor.
 
Whether created or selected, as shown for instance on the picture below, document's name finally appears at the Campaign Manage Page ; clicking on it allows to view and modify it via the Document Editor. It is also possible to Image z_Generate PDF file for this campaign document : once PDF generation is done, it becomes possible to see the PDF file to be printed out via Image z_Print PDF file. If result was not satisfactory, Image z_Remove PDF file can be used to delete it.

Figure: Uploading the model document "New Offer" and generating the corresponding PDF file.
Image CRM_ADD_MODEL_DOC


next up previous
Next: Marking a postal campaign Up: Postal campaigns Previous: Adding a contact list