Automatically Executing Marketing Activities

Learn to set up auto marketing activities execution.

  1. An Aurea CRM user enables the Start automatically check box in the Execution (Marketing Activity) info area, and enters the CRM.server user in the Rep field.
    Note: The access rights assigned to the user entered in the Sel. User field are used when executing queries/selections and generating records.
  2. The number of the station on which CRM.server is running must be entered in the Station No. field.
  3. If the execution definition (Execution (Marketing Activity) info area) contains all required settings, the CRM.server user receives a To-Do record of type "Execute Marketing Activity", see Marketing Activities in the Business Logic Manual.
  4. Aurea CRM server searches for To-Do records that meet the following conditions once every minute. It processes them sequentially by date and time.
    • Records in the To-Dos info area, where the Type is set to "Execute Marketing Activity" and the execution date is today or in the past. If the execution date is today, then the execution time needs be in the past or empty. The status is "Open".
    • Linked to a marketing activity, whose Status is either "In Progress" or "Scheduled", and whose Execution Status is neither "Error" nor "Done".
  5. A control file is created for serial letters and faxes.
  6. Mass mailings can be generated by CRM.server. The e-mails should be merged by Aurea CRM; i.e. the Body File Txt in the Generate dialog box should link to the desired file.
  7. A control file is created:
    • The path and the file entered in the Execution (Marketing Activity) info as the control file is used. If a file with this name already exists, the first three characters of the file name are combined with a unique hexadecimal number to form a new name. The name of the control file is entered in the Log File field in the Log (Marketing Activity) info area.
    • If no control file is defined in the Execution (Marketing Activity) info area, the file is created temporarily in the user's Windows directory and subsequently deleted.

    CRM.server requires write access and the web server requires read access to this directory.

    Note: Delete the control file at regular intervals to prevent performance issues.
  8. CRM.server informs the user of completion of tasks by sending a message to the user.

    If the Create log field is enabled in the Execution (Marketing Activity) info area, the execution is logged in the file

    <user_name>_<service_name>.log in the .. \system\db directory.

    Set the log level to "Info", see Logs and Error Messages.

You can define that users can manually abort the execution of a marketing activity. Implement this functionality as described for CRM.server, see Aborting the Execution of a Marketing Activity.