Email campaign
Modificata il domenica, 04 ottobre 2009 18:53 da stefano — Categorizzata come: Non Categorizzata
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.