Quick Campaigns

Quick campaigns allow you to generate a letter for several recipients, without needing to first add a campaign and associated marketing activities etc.

Quick campaigns are accessible from the result lists for accounts, persons and in queries.

• Ensure that persons/accounts are only present once in the query results.
• If both an account and a person from that account are present, the person is used for the quick campaign.
• If the results include several pages, only those (selected) persons on the current page are included.

To start a quick campaign:

1. Select the records you wish to send a letter to in the results list, see Selecting Multiple Records.
2. Click on (Quick Campaign) or select Quick Campaign from the context menu.
3. Select a letter template and click on Load. Microsoft Word is started and you can edit the letter.

   The following data is added in the background:

   • A campaign of the type Quick Campaign
   • A marketing activity
   • An activity for each recipient
   • The letter document is added to the marketing activity as a document link
4. When you close the document, you are informed of which marketing activity the letter was linked to. You can click on the link in the message to open the marketing activity.