Campaigns
Learn about the configurations required for campaigns.
Blind Copy E-Mail
Enter an e-mail address to which all e-mails generated in the course of campaign management are sent as BCC.
Do not transfer label fields
Enable this option to prevent label fields from being transferred to control files.
E-mail address order
Use this option to determine which e-mail address is used when executing activities. For information on the default order, see Defining the Activity Format in the Aurea CRM win User Manual.
Select Add/edit value from the context menu to determine the order for company and then for person e-mail addresses in the Company, Person in Company and Additional Address info areas.
You can also enter the fields directly in the Value field using the following syntax:
Example: FI-FI,20,19;KP-KP,28,29;ZA,18;FI,20;19
Company (FI) addresses are searched for in fields 20 and 19 of the Company (FI) info area; person (KP) addresses are searched for in fields 28 and 29 of the Person in Company (KP) info area, then in field 18 of the Additional Address (ZA) info area and then in fields 20 and 19 of the Company (FI) info area. The first address found by the search is used to send the e-mail.
You can define multiple configuration entries (with different values in the ID field). Users can then select one of the configurations from the E-mail address order field in the Execution (Marketing Activity) info area.
Error message in generic text field
In order to use this option, a generic text field needs to be added to the Target Group (Marketing Activity) info area using the Data Model info area (Maintenance module), see Data Model.
Field used to cancel the execution for marketing activities
Enter the number of a Boolean field in the Execution (Marketing Activity) info area. This field can then be enabled to abort the execution of an activity by CRM.server, see Aborting the Execution of a Marketing Activity.
When executing the activity, CRM.server polls the status of this field in regular intervals. The default polling interval is 5 seconds. To change the interval, enter "Interval=n" (where n is the number of seconds) in the Comment field.
Generate message on error
If an error occurs when sending an e-mail, the corresponding target group record is linked to a message containing the corresponding error code and other information, see Error Codes for Marketing Activities. If no target group is present, target groups are added for those records that caused an error.
This message is created for the executing rep by the current rep. If no executing rep has been entered, the message is also created for the current user.
Suppress Warnings
Use this entry to suppress warnings when executing campaigns. Error messages are still output.