Create a Marketing Campaign from a report in Business Contact Manager

With Business Contact Manager for Outlook, you can create and launch a Marketing Campaign from a report based on Accounts, Business Contacts, or leads.

  1. Run a report

    On the Business Contact Manager menu, point to Reports, point to Accounts, Business Contacts, or Leads, and then click the report that you want to create, or click Open Saved Report.

  2. Refine the report by using the filters (Optional)

    1. To create a specific list of recipients for your Marketing Campaign, in the report, on the Actions menu, click Filter Report.

    2. In the Filter dialog box, use the Simple Filter and the Advanced Filter tabs to specify the information that you want.

    3. Click the Review Results tab to view your filtered recipients list. If the results are not what you want, return to the Simple Filter or the Advanced Filter tab, and continue to adjust your filters.

    4. After you have completed your filtering, click OK to return to the report form.

      Note: To create a Marketing Campaign that uses all of the recipients in your report, you do not need to filter the report. You can also select individual recipients in a full or filtered report by pressing the CTRL key, and then clicking the records.

  3. Create a Marketing Campaign from a report

    On the Actions menu, point to Launch Marketing Campaign, and then do one of the following:

    1. Click All Items to create a new Marketing Campaign that includes all the recipients in the report.

    2. Click Selected Items to create a new Marketing Campaign that includes only the recipients you have selected in the report.

      Note: To create a Marketing Campaign that includes only selected recipients, first press the CTRL key, and then click the recipients you want to include in the list.

  4. Launch the Marketing Campaign

    Complete the Marketing Campaign form, and then click the Launch button.

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!

×