- From the Navigation panel, double click on Relationships then click on Campaign
- Click on New to create a new campaign
- Key in Description for the campaign
Click on Extract Cards in the ribbon line to extract customer card for this campaign
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Specify extract card criteria and click on OK
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Click on Save to save the change
If required, click on Generate Cases to generate cases for all of the addresses for this campaign
Info Go to Relationships>Cases to view and manage generated cases
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If required, click on Generate Email Batch to generate and manage emails for all of the addresses for this campaign
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Click on Finalise to complete the campaign
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Tip Click on Related button on the ribbon line to view the Email Batch details for a campaign
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