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

Adding a new postal campaign

The image below shows how to create a new postal campaign : on the pop-up window as displayed via Image z_Campaigns / Image z_Add_a_campaign, pick user and type (in the that example, 'Postal campaign') and fill in its title.

Figure 7.67: Creating a new postal campaign.
Image ADD_CRM_CPGN

Campaigns, on their main page, can be searched along creating user, title (or part thereof), type (postal/electronic) and status ; campagne results can be ordered by :

  • creation date ;
  • title ;
  • user ;
  • type.

This newly-created campaign is assessed the state 'opened' and has still no contacts nor associated documents. A campaign can then be modified and assessed contacts and documents via a click on its name (a campaign can be searched anytime via a dedicated search tool).
 
There, several buttons enable to enrich this campaign with contacts as well as documents :

Figure 7.68: This page allows to manage a campaign (for which, currently, no contact list nor document have been added).
Image CRM_CPGN_MODIFY


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