Sets campaign

Modified on 2009/10/04 18:51 by stefano Categorized as Uncategorized
==Sets campaign == {s:Related}
Once you have created a campaign, or by clicking on the title of an existing campaign, following window opens:

{{<img src="{up}Manuale IT/3.7.2 crm - campagne - imposta campagna00.PNG"/>}}

The default display style is to tab (or higher, corresponding to the pages of the tab "flaps"); you can view the entire tab on a single page by clicking on {{<img src="{up}Manuale IT/tab no.PNG"/>}}; you can restore the clicking {{<img src="{up}Manuale IT/tab yes.PNG"/>}} tab.

{{<img src="{up}Manuale IT/MODIFICA.PNG"/>}} By clicking you can change the data adapter (useful, for example, to change the status of the campaign) in a similar way to the creation of a new campaign ([New campaign|New campaign]).

If the type of campaign is "Email" you can send an email (previously generated in {{<img src="{up}Manuale IT/MAIL CENTER.PNG"/>}} {{<img src="{up}Manuale IT/MAIL CENTER mail e liste.PNG"/>}} ([Email and mailing lists|Email and mailing lists])) to one or more tabs associated with the campaign by clicking on {{<img src="{up}Manuale IT/selemail.PNG"/>}}:
{{<img src="{up}Manuale IT/3.7.2 crm - campagne - imposta campagna01.PNG"/>}}
To search between the e-mail type a key research and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}; select the email you want; close box click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

After you select the mail you want click {{<img src="{up}Manuale IT/INVIA ELEMENTI CAMPAGNA.PNG"/>}} to send (for more information about sending email lists refer to [List|List]); because we can send the email requires one or more lists have been associated to campaign (operation between the other, indispensable for every type of campaign):

{{<img src="{up}Manuale IT/3.7.2 crm - campagne - imposta campagna02.PNG"/>}}

To add a list previously created and associated with the campaigns in {{<img src="{up}Manuale IT/MAIL CENTER.PNG"/>}} {{<img src="{up}Manuale IT/MAIL CENTER mail e liste.PNG"/>}} in the section "Distribution lists" click {{<img src="{up}Manuale IT/AGGIUNGI LISTA.png"/>}} ([Distribution lists|Distribution lists]).

To create a new list click {{<img src="{up}Manuale IT/CREA LISTA.PNG"/>}} (proceeding to create distribution lists is described in section [Distribution lists|Distribution lists]).

In the header of the list are the letters of the alphabet: by clicking on one of these letters appear lists the title begins with that letter; by clicking on "All" are listed all the lists.

You can reorder the list alphabetically by clicking on the header of the menu under the heading "List". Clicking again invertirà order.

To delete a list, select the box in the last column, and then click {{<img src="{up}Manuale IT/CESTINO.PNG"/>}}.

Lower right the number that is viewable lists, but the number of items listed in each list is limited ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP gestione account.PNG"/>}} ([Account management|Account management]), "Tustena Configuration" tab ([Tustena configuration|Tustena configuration])). To display lists that follow list page number or "Next" click to go to the next page. To go back a page click on "Previous". To view all campaigns in a single page click on "All records".

After you have added the desired lists you must associate tabs to operators who will have the task of contact the target:

{{<img src="{up}Manuale IT/3.7.2 crm - campagne - imposta campagna03.PNG"/>}}

Select an operator clicking {{<img src="{up}Manuale IT/face.PNG"/>}} (you can search by entering a keyword and clicking {{<img src="{up}Manuale IT/CERCA.PNG"/>}}) and and the name of the user; after which select a list if the selection should be direct (i.e. the operator will have all the elements of the list) or if based on a particular parameter (in which case select parameter and touchstone in the lists below); Finally click {{<img src="{up}Manuale IT/AGGIUNGI OPERATORE.png"/>}}.

Repeat this procedure for each operator that you want to add.

Select the box in the last column, and then click {{<img src="{up}Manuale IT/CESTINO.PNG"/>}} to remove an operator.

You can check the status of the campaign in the section "Progress": {{<img src="{up}Manuale IT/3.7.2 crm - campagne - imposta campagna04.PNG"/>}}
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Sets campaign
