Mass Mailing
This object displays the history of all the mass mailing operations carried out for all marketing campaigns.
Some operations can be generated in different ways outside of the mass mailing assistant. It is then necessary to access a mass mailing detail record to trigger this generation.
NB: No new mass mailing operation creation must carried out within this function because this object is only to be used in inquiry mode. The creation of a mass mailing operation directly in this object leads to the following consequences:
- The operation will never appear in the marketing planning;
- The operation will not be associated to any marketing campaign;
- The operation will not appear in any business partner or contact history;
- No mass mailing delivery can be carried out.
The only way to define a new mass mailing operation is the mass mailing assistant available from a marketing campaign.
Prerequisite
Refer to documentation Implementation
Screen management
The mass mailing marketing operation is made up of two tabs.
Header
Presentation
Mailing code
This field is not accessible to the user and is used to store the unique key for the record. This key is calculated from the OPG sequence number counter. By default, this counter is made up of a sequence number made up of 15 characters.
It is delivered by default with an automatic functioning. To ensure the correct functioning of the Mass mailing object, it is advisable to conserve these standard characteristics. The OPG sequence number counter is shared by the Call campaign, Trade show and Media campaign objects. This makes it possible to exploit the functionalities and the Crystal Report documents available at the marketing campaign level.
Site
This field identifies the site at which the mass mailing operation is principally managed.
Campaign
Marketing campaign reference from which the mass mailing operation has been generated.
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Fields
The following fields are present on this tab :
Block number 2
Block number 1
| This field identifies the site on which the mass mailing operation is mainly managed. |
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Tab Mass Mailing
Presentation
Denomination
This field must contain a few words that make it possible to identify a mass mailing operation in a non-equivocal fashion.
Objective
This field is used to enter a quick description for the expected objective of the marketing operation. In fact, this description must not exceed 235 characters. In the case where a very specific and complete description must be entered, it is advised to use the "File - comment" menu or use the icon that appears to the right of the Objective field. In this case, the addition of the Objective note makes it possible to understand the sense of the entered text.
Designated budget
This field is used to note the true cost relative to the execution of a mass mailing operation in its totality. The costs can be of the following nature:
Design costs for a template
Postage costs
Sorting and mailing costs by a professional
Etc.
The Currency field is used to value the entered amount.
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Fields
The following fields are present on this tab :
Block number 1
| This field must contain a few words used to identify a mass mailing operation in a non-equivocal fashion. |
Objective
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Budget
| This field is used to note the real cost relative to the execution of a mass mailing operation in its totality. The costs can be of the following nature: Design costs for a template Postage costs Sorting and mailing costs by a professional Etc… |
| This field is used to value the amount entered to define the budget allocated to the operation. |
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Tab Shipments
Presentation
All the fields in this tab cannot be accessed by the user. They are automatically entered by the mass mailing assistant.
Shipment date
This field indicates the date on which the generation and delivery of the mailing has been carried out.
In the case of a mass mailing by e-mail or by fax, the mail delivery and generation are carried out in a consecutive fashion.
In the case of delivery of the mass mailing by post a variable length delay can be established between the generation and the actual delivery. In this case the date corresponds to the generation date.
Shipment type
This field indicates by what method the mass mailing was shipped.
It can be:
Post
E-Mail
Fax
Shipment status
This field indicates whether the operation has been shipped or is waiting for delivery.
Number of Mailings
This field indicates the number of messages that have been sent or must be sent.
Fields
The following fields are present on this tab :
Block number 3
Shipment
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Closing
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Menu Bar
This button has the same functionality as the Functions / Deliver menu. |
This button is used to view the recipients of the mailing. With the help of the button, it is then possible to ensure that a specific recipient will receive the mass mailing. |
This button is used to view and to analyze the returns generated by the mass mailing. |
Menu Bar
Functions / Ship
The mass mailing delivery corresponds to the step 7/8 of the mass mailing assistant.
If the mass mailing displays the shipment status "Shipment on hold" it is possible to launch the shipment from the mass mailing screen.
It is then possible to launch via the button or to use the button to re-schedule the delivery.
The template used by the mass mailing shipment is recovered. The loading of the BP and Contact history can be requested.
If a mass mailing has already been delivered, it is possible to re-deliver it. A confirmation message: "This mass mailing has already been delivered. Do you want to carry out a new delivery?" will propose or not to launch the re-delivery.
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
No currency code entered. Creation denied.
This message is displayed if a user attempts to confirm the creation of an operation containing a budget without its associated currency.
No currency code entered. Modification refused.
This message is displayed if a user attempts to confirm the modification of a operation containing a budget without its associated currency.