Email campaign

Modified on 2009/10/04 18:53 by stefano Categorized as Uncategorized

3.8.3.2 E-mail campaign == {s:Related}
Clicking the {{<img src="{up}Manuale IT/e-mail.PNG"/>}} following window opens:

{{<img src="{up}Manuale IT/3.7.3.2 crm - campagne - aggiorna campagna - invia email.PNG"/>}}

Fields in a timely manner, bearing in mind that:

* fields "Date" and "." indicate when the phone call was made: insert the date directly by filling the field by typing it (dd/MM/yyyy format, dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on the icon {{<img src="{up}Manuale IT/seldate.PNG"/>}}:

{{<img src="{up}Manuale IT/calendario.PNG"/>}}

So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}; type pane "." time or adjust through buttons {{<img src="{up}Manuale IT/timeup.PNG"/>}} and {{<img src="{up}Manuale IT/timedown.PNG"/>}};
* the field at the top right indicates who made the phone call: to select a user different click {{<img src="{up}Manuale IT/face.PNG"/>}}, insert a possible search, click {{<img src="{up}Manuale IT/CERCA.PNG"/>}} key and select the user;
* You can attach a file (previously loaded into the section {{<img src="{up}Manuale IT/ARCHIVIO.PNG"/>}} {{<img src="{up}Manuale IT/ARCHIVIO documenti.PNG"/>}} ([Documents|Documents])) to the email by clicking on {{<img src="{up}Manuale IT/adddoc.PNG"/>}}: insert a possible key research and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}, or select a category, and select the file you want;
* to remove the attached file from the email click {{<img src="{up}Manuale IT/remdoc.PNG"/>}};
* indicate that stage belongs the email into the field "Phase" (stages of campaigns must be set in {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} in the section "Phases" ([Stages|Stages]));
* to generate activity indicating the need to recontact the name compile the last section: insert the date and time range in which the person named in the field will be located "Ask of";
* Once compiled all the fields you want click {{<img src="{up}Manuale IT/SALVA.PNG"/>}} to confirm and will be sent an email with subject, description and Annex listed in the window.

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Email campaign