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Creating an electronic campaign

An electronic campaign is created most easily along those following steps :

  • selecting this time 'Electronic campaign' in the 'Type:' menu ;
  • associating a contact list ;
  • adding in the Email Header zone information specific to this type of campaign, as illustrated below ;
  • associating a new document or an already-existing one.

Figure 7.73: Creating the header of the electronic campaign 'Weekly Newsletter'.
Image CRM_ADD_ELEC_CAMPAIGN

Once all steps above are fulfilled, the Image z_Visualize button allows to create a PDF file that can be saved or printed out as a reminder for that electronic campaign. An 'Attached file:' field also allows to attach any document to the electronic campaign :

Figure 7.74: Creating a PDF file that sums up the electronic campaign.
Image CRM_VISU_ELEC

Here are example extracts of that PDF file :

Figure 7.75: The PDF file generated for an electronic campaign features the campaign's general information as well as the contents of the emails sent to each member of the contact list.
Image CRM_VISU_EXTRACT


next up previous
Next: Sending an electronic campaign Up: Electronic campaigns Previous: Electronic campaigns