Marketing Campaign form General View in Business Contact Manager

For the easiest way to complete the Marketing Campaign form, answer the following questions:

  1. What is this Marketing Campaign for?

    Title (required)     Enter a title for your Marketing Campaign. Unless you change it, this title becomes the subject in any e-mail message you create for this Marketing Campaign.

    Note: If you create a new Marketing Campaign by using a preselected list (such as a report), a default title is entered in this field. You can replace this default title with your own.

    Campaign code (required)     Type a brief campaign code for your Marketing Campaign that will make it easy for you to track in your file list.

    Note: If you create a new Marketing Campaign by using a preselected list (such as a report), a default code is entered in this field. You can replace this default campaign code with your own.

    Campaign type     In the list, select the type of Marketing Campaign you want to launch. The Campaign type that you select determines who can see your Marketing Campaign and how they receive it.

    • Direct Mail Print     Select this Campaign type to print and mail advertisements directly to your recipient list.

    • E-mail     Select this Campaign type to send an e-mail marketing message to your recipient list.

    • Telemarketing     Select this Campaign type if you are going to arrange for a telemarketing campaign (which is usually handled by an outside vendor). Note that if you select this Campaign type, by default, the Who will see it? option is set to Other.

    • Printed Flyer     Select this Campaign type if you are going to distribute a printed flyer to a general audience — as inserts or handouts, for example. Note that if you select this Campaign type, by default, the Who will see it? option is set to Other.

    • Seminar/Conference     Select this type if you are going to hold a seminar, conference, or other meeting. Note that if you select this Campaign type, by default, the Who will see it? option is set to Other.

    • Mass Advertisement      Select this type if you are going to deliver your Marketing Campaign through a mass-media advertisement — for example, newspaper, magazine, radio, or television, but want to use the Marketing Campaign to track your responses. Note that if you select this Campaign type, by default, the Who will see it? option is set to Other.

    • Other     Select this type if none of the other types are appropriate for your Marketing Campaign. Note that if you select this Campaign type, by default, the Who will see it? option is set to Other .

    Start Date and End Date     Enter the dates for the start and end of your Marketing Campaign.

    Budgeted cost     Enter the amount you plan to pay for this Marketing Campaign.

    Comments     Use this box to type comments about the Marketing Campaign.

  2. Who will see it?

    Create a list     The type of list that is available to you depends upon the Campaign type you selected earlier, or if you came to this Marketing Campaign form from a report, or after selecting Accounts or Business Contacts.

    Note: If you have selected a Campaign type that uses e-mail, only those Accounts or Business Contacts with valid e-mail addresses will be displayed. For example, if you selected five Business Contacts — and only three of their e-mail addresses are valid — your recipient list displays three Business Contacts, not the original selection of five.

    • Select from these options     If you have not already created a list, you can select from the following:

      • All Business Contacts and Leads     Marketing Campaign materials are sent to all Business Contacts (including those you have marked as leads) in your Business Contact Manager database.

      • All Business Contacts     Marketing Campaign materials are sent only to those Business Contacts that you have not marked as leads.

      • All Leads     Marketing Campaign materials are sent only to those Business Contacts that you have marked as leads.

      • Existing Campaign     This option is available if you select either Direct Mail Print or E-mail. Select a previously defined list or query from an existing Marketing Campaign.

      • New List     Create a filtered list from your existing Accounts or Business Contacts and save it, so you can reuse it.

    • Already created     This option is automatically selected if you have previously selected specific records from your Accounts, Business Contacts, or leads. To create a list, you must first select the people that you want to receive your Marketing Campaign from your records in Business Contact Manager for Outlook. For more information, see either Create a Marketing Campaign for selected Accounts or Business Contacts in Business Contact Manager, or Create a Marketing Campaign from a report in Business Contact Manager.

    • Other     This option is automatically selected when you select one of these Marketing Campaign types. These types require further actions from you beyond the Marketing Campaign form: Telemarketing, Printed Flyer, Seminar/Conference, or Mass Advertisement.

    Total in list     This option is the total number of people in your selected list.

    Review and Filter     Click this button to modify your list by using the filters in Business Contact Manager for Outlook.

  3. How will they get it?

    Delivery method     Select a delivery method. Note that the methods available depend upon the type of Marketing Campaign that you selected in step 1.

    • Outlook     (Available for e-mail Marketing Campaigns only.) Select this option to create an e-mail message in Microsoft Office Outlook for your Marketing Campaign.

    • Word Mail Merge     Select this option to create a Word Mail Merge* document for your Marketing Campaign.

    • Publisher Mail Merge     Select this option to create a Publisher Mail Merge* publication for your Marketing Campaign.

    • Publisher E-mail Merge     (Available for e-mail Marketing Campaigns only.) Select this option to use Publisher* to create an E-mail Merge publication for your Marketing Campaign.

    • Other     This option is the only one for the following Campaign types: Telemarketing, Printed Flyer, Seminar/Conference, or Mass Advertisement.

    *Mail merge requires Publisher or Word. The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Publisher and Word. The option to start a Marketing Campaign in Publisher 2003 or Word 2003 is not available.

  4. What will they get?

    Select a file to provide the content for your Marketing Campaign.

    Use existing file     Type the name of the content file you created for your Marketing Campaign, or click Browse to locate the file. This file is used in the mail merge* process, if you selected that delivery method. To make changes, click Edit. Note that if you started your Marketing Campaign from a file in Publisher* or Word*, that file is listed in this field.

    *Mail merge requires Publisher or Word. The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Publisher and Word. The option to start a Marketing Campaign in Publisher 2003 or Word 2003 is not available.

  5. Are you ready to launch the Marketing Campaign?

    When all your information is complete, click the Launch button.

Note: This is part of the process of creating and tracking a Marketing Campaign in Business Contact Manager for Outlook. To create a Marketing Campaign, on the Business Contact Managermenu, click Marketing Campaign, and then click New.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×