Executing Marketing Activities

Learn to execute marketing activities.

You can execute an activity as follows:

  • Click on Start Marketing Activity in the execution record’s header.
  • If you do not start the activity manually, CRM.server executes the marketing activity at the point in time defined in the execution record (Execute activity on/at fields).

The following actions are performed:

  • E-mails or SMS are sent to the target group and related information is stored in a mailing record.
  • Activities and marketing objectives 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.
  • A log entry is added each time that records are generated for the marketing activity (accessible on the Logs tab)

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 (Marketing Act.) 1 - Response (Marketing Act.) 5 fields in the activity or mailing. If a follow-up marketing activity is defined for the response, the customer/prospect is immediately assigned to the follow-up marketing activity's target group. The result defined for the response in the Result field in the response is transferred to 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, see Carrying Out a Survey.
  • 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").