Editing Marketing

On Demand supports four types of marketing activity: '''Promotions''', '''Literature Fulfillment''', '''Events''', and '''Mail Merges'''.


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The '''Promotions, Literature Fulfillment, and Events''' functions allow you to record information about each for your reference.  The '''Mail Merge''' feature allows you to launch a print mail or email campaign from within On Demand. 


== Promotion, Literature Fulfillment or Event == 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoAddaNewPromotion,LiteratureFulfillmentorEvent How to Add a New Promotions, Literature Fulfillment Requests and Events] 
You can add, modify or delete a new Promotion, Literature Fulfillment request or Event from the '''Home''' section of the Marketing module.

== Mail Merges == 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/BestPracticesforUsingMailMerge Best Practices for Using Mail Merge] 
'''Mail Merge''' allows you to send email or letters to large volumes of customers or prospects. Each email is sent to an individual contact and the pre-set filters and searches you used to select the recipients will automatically update your list for the next mailing.

== Scheduling == 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/Scheduling Scheduling] 
After you select who you wish to send to, and what you wish to send, you may schedule the email job to go Now or Later. 

== How to Use Templates == 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoUseTemplates How to Use Templates] 
Templates can be accessed from Marketing + Mail Merge, and used for sending large volumes of printed materials or emails to a specific group or list. This is a very effective way of staying in touch with customers or prospects. Groups of names can be saved as lists or saved searches, with the corresponding email template saved, enabling a very simple process to reach contacts with targeted messages. Example: save a search of “New Leads” in a specific territiory or industry, or any other search criteria. Create a template specific to that group (e.g., “New Leads – Commercial”). Whenever new leads are added matching the search criteria they will automatically be included in that email campaign. Keeping your saved searches up to date will make this process seamless. 

== How to Perform a Mail Merge == 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoPerformaMailMerge How to Perform a Mail Merge] 
Select the Mail Merge option from the Marketing Module Action Panel and complete the information requested on your screen.