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Email campaign

3.8.3.2 E-mail campaign == Argomenti collegati:

• Manual in English
• Upgrade campaign

Clicking the following window opens:



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 :
  

So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click ; type pane "." time or adjust through buttons and ;

• the field at the top right indicates who made the phone call: to select a user different click , insert a possible search, click key and select the user;
• You can attach a file (previously loaded into the section (Documents)) to the email by clicking on : insert a possible key research and click , or select a category, and select the file you want;
• to remove the attached file from the email click ;
• indicate that stage belongs the email into the field "Phase" (stages of campaigns must be set in in the section "Phases" (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 to confirm and will be sent an email with subject, description and Annex listed in the window.