Executing Marketing Activities

Learn how to run the marketing activities and edit generated records.

To execute a marketing activity:

1. Click on Start Marketing Activity in the marketing activity or execution record. A message is displayed informing you that the activity is started.

The following fields are entered automatically:

• Execution status: empty
• Start automatically: enabled
• Executing Rep ID: the CRM.server user ID defined by your administrator
• Edit target group until: The current date (if the field was not empty)
• Edit target group until (Time): The current time plus 10 seconds (if the field was not empty)
• Gen. Date (Scheduled): The current date
• Gen. Time (Scheduled): The current time plus 10 seconds
• Starts on: the current date (if the field was empty)
• Starts at: the current time + 10 seconds (if the field was empty)

If the date in the Starts on field is between the campaign's start and end date, the marketing activity is executed.

1. If you do not start the activity manually, CRM.server executes the marketing activity at the time defined in the execution record (Gen. Date (Scheduled) field).

You receive a message relating to the execution of the activity.

The following actions are performed:

• E-mails or SMS are sent to the target group and related information is stored in a mailing record.
  Note: Administrator Information: You can define an e-mail address in the Configuration info area that all e-mails are also sent to as a blind carbon copy, see Configuration > Campaigns in the CRM.core Administrator Guide.
• Activities and work orders are generated for further processing.
• Control files for mail merges and faxes are created.

Check whether the generation was successful:

• If a target group exists, the Executed check box is automatically enabled for each record that is processed successfully. (This field is not visible in the default configuration.)
• A log entry is added each time that records are generated for the marketing activity. Select Go to All Related > All Logs from the context menu to display the log entries.

You can now edit the generated data:

Editing Generated Records

To edit the records generated for a marketing activity:

• Contact the recipients and store their response(s) in the Response 1 (Marketing Act.) - Response 5 (Marketing Act.) fields in the activity or mailing. If a follow-up activity is defined for the response, the customer/prospect is immediately assigned to the follow-up activity's target group. The result defined for the response in the Result field in the Response (Marketing Activity) info area is transferred to the Result field of the activity or mailing.
• If carrying out a survey is part of executing the activity, call the appropriate person, select Start Survey from the activity’s context menu and complete the questionnaire.
• Enter the Time and/or Duration in the activity record.
• Set the status of the activity to "Completed" and enter the appropriate result (e.g. "Successful").