Create a Marketing Campaign

Productivity Tip

The number one trick to running a marketing campaign, is having your data clean and complete in the first place. No use 3 days before Christmas trying to get a newsletter out for the first time, only to find that your addresses are largely wrong and half the salutations are missing etc... So the secret is to campaign often - not necessarily trying to sell something each time, but simply keeping in touch. We think there are 3 golden rules of data - collect it, test it, correct it. If you are not continually testing your contact data, it will very quickly become useless.

Step 1, Decide on your type of Campaign

1.	Currently E-Broker ships with 4 types of Campaigns - Call Centre, Send Email, Send Email BCC and Write Letter.

2.	Call Centre is just that - it helps you select a group of people to telemarket to and then call them one at a time.

3.	Send Email sends a personalised email written in Word, with or without an attachment.

4.	Email BCC send a mass email via Outlook with the recipients addresses blanked out (BCC).

5.	Write letter assumes you are sending a piece of snail mail or creating a mailing label.

Step 2, Select your Clients

1.	Generally this involves running a Query. See Query the Database

Step 3, Write your Marketing Communication

1.	For every type of campaign other than Call Centre, you will need to create a written piece or set up a mailing label.

2.	Best to do this via Admin / Word Template. See Word Templates

Step 4, Put it all together

1.	Run your Query, or whatever other filtering method you have used to select your victims. (F3, More Filters, Query Builder etc...)

2.	Right click and choose Create Campaign.

3.	Further refine your selection, or click Select All. Here you can see that we have de-selected the Company record.

4.	Click Create.

5.	Name the Campaign. Tip - Also copy the Campaign Name down into the Description box as this will become the subject line if your Campaign is email based.

6.	Choose the Campaign Method.

7.	Choose the Campaign Template.

8.	Click Create.

9.	The Campaign window now closes. Now you are ready to run your Campaign.

Step 5, Run it

1.	Click on the Campaign tab of the F3 Search Screen.

2.	Drop down the Campaign Name box and select your campaign.

3.	Again you are able to select / unselect members even at this late stage.

4.	Click the top right button to run the merge.