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::::::::'''Mail Merge''' allows you to launch a mailing or Email campaign from within On-Demand
 
::::::::'''Mail Merge''' allows you to launch a mailing or Email campaign from within On-Demand
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== How to Add a New Promotion, Literature Fulfillment or Event ==
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoAddaNewPromotion,LiteratureFulfillmentorEvent How to Add a New Promotion, Literature Fulfillment or Event]
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Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears. == How to View Promotions, Literature Fulfillments or Events ==
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoViewPromotions,LiteratureFulfillmentsorEvents How to View Promotions, Literature Fulfillments or Events]
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Click on the corresponding option in the Marketing Module Ac-tion panel. A list of corresponding items will appear. To see more detail, click on the item name. == How to Delete a Promotion, Literature Fulfillment or Event ==
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoDeleteaPromotion,LiteratureFulfillmentorEvent How to Delete a Promotion, Literature Fulfillment or Event]
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Place a checkmark beside one or more listed items. Then click on the “Delete” button to delete them. == Best Practices for Using Mail Merge ==
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/BestPracticesforUsingMailMerge Best Practices for Using Mail Merge]
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Mail Merge is an ideal method to send email or letters to large volumes of customers or prospects from a single click. Each person, company name and local address will appear as if you drafted each document by hand for that entity. Each email is sent individually, without any other names appear-ing in the CC: or To: boxes. Furthermore, when the status of your records are updated, the pre-set filters and searches you used to select the recipi-ents will automatically update your list for the next mailing.
  
  
 
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== Scheduling ==
 
+
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/Scheduling Scheduling]
 
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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/HowtoAddaNewPromotion,LiteratureFulfillmentorEvent How to Add a New Promotion, Literature Fulfillment or Event]
+
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoUseTemplates How to Use Templates]  
 
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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/HowtoViewPromotions,LiteratureFulfillmentsorEvents How to View Promotions, Literature Fulfillments or Events]
+
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoPerformaMailMerge How to Perform a Mail Merge]  
 
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Select the Mail Merge option from the Marketing Module Action Panel and complete the information requested on your screen.
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoDeleteaPromotion,LiteratureFulfillmentorEvent How to Delete a Promotion, Literature Fulfillment or Event]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/BestPracticesforUsingMailMerge Best Practices for Using Mail Merge]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/Scheduling Scheduling]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoUseTemplates How to Use Templates]
 
 
 
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoPerformaMailMerge How to Perform a Mail Merge]
 

Revision as of 11:03, 27 September 2012


ScreenHunter 62 Sep. 25 14.34.jpg
On-Demand supports four types of marketing activity.
• Promotions
• Literature Fulfillment
• Events
• Mail Merge
You may work with any one of these by making the corresponding selection from the Marketing Module Action panel.
Promotions, Literature Fulfillment, and Events record information for reference and function in a very similar manner.
Mail Merge allows you to launch a mailing or Email campaign from within On-Demand

How to Add a New Promotion, Literature Fulfillment or Event

Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears. == How to View Promotions, Literature Fulfillments or Events ==

Click on the corresponding option in the Marketing Module Ac-tion panel. A list of corresponding items will appear. To see more detail, click on the item name. == How to Delete a Promotion, Literature Fulfillment or Event ==

Place a checkmark beside one or more listed items. Then click on the “Delete” button to delete them. == Best Practices for Using Mail Merge ==

Mail Merge is an ideal method to send email or letters to large volumes of customers or prospects from a single click. Each person, company name and local address will appear as if you drafted each document by hand for that entity. Each email is sent individually, without any other names appear-ing in the CC: or To: boxes. Furthermore, when the status of your records are updated, the pre-set filters and searches you used to select the recipi-ents will automatically update your list for the next mailing.


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 ==

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 ==

Select the Mail Merge option from the Marketing Module Action Panel and complete the information requested on your screen.