Create a Marketing Campaign for selected Accounts or Business Contacts in Business Contact Manager

You can create a Marketing Campaign that is targeted toward a customized list of recipients. You can create this list by selecting Accounts or Business Contact, or by using a Search Folder.

Do one of the following:

  • Create your preselected list

    1. On the Business Contact Manager menu, click Accounts or Business Contacts.

    2. Press the CTRL key, and then click the Accounts or Business Contacts that you want to receive your Marketing Campaign.

      Tip: It is often easier to select the Accounts or Business Contacts you want to use when they are displayed as a list. To view the Account or Business Contact records as a list, on the View menu, point to Current View, and then click a list-based view, such as By Category or Account List.

  • Create a Search Folder

    Tip: You can use a Search Folder to save customized searches about your Accounts or Business Contacts, so that you can efficiently and repeatedly create customized distribution lists. These searches can be based on categories you have assigned (such as Holiday Card List), or on selected fields (such as ZIP or Postal Code) in the Account or Business Contact records.

    1. In the navigation pane, under Business Contact Manager, right-click Search Folders, and then click New Search Folder.

    2. Click a Search Folder or click Create a custom Search Folder, and then complete the information in the dialog boxes.

      Note: You can also use one of the existing Search Folders in Business Contact Manager for Outlook, which are displayed in the Navigation Pane, by clicking Business Contact Manager, and then clicking Search Folders.

    After you create your customized list, you can do the following:

  • Create your Marketing Campaign

    After you have created your preselected list, right-click anywhere in the list. On the shortcut menu, point to Create, and then click New Marketing Campaign.

    1. What is this Marketing Campaign for?

      • Title     When you create a Marketing Campaign from a customized list or a Search Folder, a default title is created automatically. You can keep the default name or change it.

      • Campaign code     A default campaign code is created automatically. You can keep the default campaign code or change it to something you will recognize easily in a list.

      • Campaign type     Select a type for your Marketing Campaign. Because you are using a preselected list, your choice of type is limited. For example, the Mass Advertisement type is not available when you have already defined who will see your campaign.

    2. Who will see it?

      Because you are using a preselected list, your only option is Already created.

    3. How will they get it?

      • Delivery method    

        Select a delivery method. Note that the delivery methods available to you depend upon your selection of Marketing Campaign type.

    4. What will they get?

      1. Use existing file     Select a file (such as a Microsoft Office Word* or Publisher* document, or an Outlook e-mail message) to use as the content of your Marketing Campaign. Click Browse to find the location of the file, and then click Edit to make changes.

      2. Are you ready to launch the Marketing Campaign?     When all your information is complete, click the Launch button.

        *The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Managercan be used with the 2007 or 2003 versions of Word and Publisher.

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