Marketing Activities

You use marketing activities for specific target groups.

You can:
  • Define customer-specific marketing activities (e.g. telephone surveys or mailings).
  • Determine the responsible rep (e.g. telemarketing, account manager).
  • Define possible reactions and criteria for success.
  • Edit the generated target group.
  • Generate and edit activity, work order or mailing records.
  • Generate mass mailings and faxes.
  • Send SMS and e-mails.
  • Trigger follow-up marketing activities automatically based on responses.
  • Start marketing activities automatically.
  • Monitor the results.
Marketing activities are executed in the following steps:
  1. Preparation, see Planning and Preparing Marketing Activities.
  2. Defining the marketing activity and any additional information, see Defining Marketing Activities.
  3. Generating and editing the data, see Executing Marketing Activities.
  4. Monitoring the results, see Statistics and Logs. Related marketing activities can be grouped together to form campaigns, see Campaigns.