- 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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Once you have Generated the Email Batch you can then change the Email Subject to be that which the email batch is about - this is the subject line for all emails sent in this batch.
Add an attachment to the email batch to send out with the emails using the button on the top ribbon called Add Attachment. search and select the attachment/s you wish to add to this email back.
- On tab General, you can key in any information for this email to go into the body of the email that is going out to all email addresses in that batch.
- On tab Attachments you can see any attachments you've added to this batch that all email addresses will receive.
- Click on Run Batch Now when you are ready to send off that batch of emails.
Back on the Campaign tab you were working on, click on button 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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