Creating a New Campaign

To create a new marketing campaign:

On the CRM / Marketing menu, click Marketing.
Click Add. A new Campaign Details window opens.
In the Campaign Name box, type a description for the campaign, so you can identify it easily.
Click Add. A row is added to the list in the middle pane.
Decide if you want to use a list of traders to include in your campaign, or exclude a list of traders from your campaign. In the Criteria list, click Include or Exclude.
In the Traders list select a pre-saved trader group you want to include in or exclude from your campaign.
- If you haven't created a trader selection, click New. The Trader Selection window opens.
- If you want to edit a trader selection previously created, select it from the Trader list, then click Edit. The Trader Selection window opens.
In the Sub criteria list, click how you want to further define your campaign.
- None – just use the trader group.
- Product – filter according to products traders have bought or have not bought.
- Branch spend – individual branch spend, including branches which have spent ‘less than’ or ‘more than’ a specified amount.
- Product plus branch spend – a combined search using product and branch spend.
- Account spend – return traders (looking at the full account spend), who have spent ‘less than’ or more than a specified amount’.
- Product plus account spend – a combined search based on product and account spend.

Note: Depending on which option you’ve selected, different boxes are displayed.

If required, complete the Spend boxes.
Select All Dates, or from the Date range list, select a date range filter. You can also create a New filter, or Edit an existing one.
If you intend to email your campaign, you must also:
- add an image from the Image tab.
- write an outgoing message on the Email tab.
- select Remove duplicate email addresses if you don't want to send the campaign email multiple times, if the same address is used for several contacts.
Click Confirm, then click Close. The campaign can then be processed.