About Campaign Manager
Campaign Manager lets you create automated marketing tasks based on customer status, such as new customers or growth customers. You can send emails to both internal and external customers. For example, if a customer hasn’t made any purchases recently, you might email their salesperson internally to notify them. You could also email marketing flyers or perhaps a discount offer. Campaign Manager lets you automatically recognize and react to customers who haven’t purchased recently. You simply set up the campaign and limit to the customers that fit your criteria.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.
Using Campaign Manager, you can apply the campaigns in any order simply by moving them up or down. You can create new campaigns or modify and delete campaigns. Campaign Manager allows you to run campaigns manually or automatically. Campaign descriptions are shown in the Campaign Manager window.
Campaign Manager works with Notes Everywhere. You view notes and campaigns in the Notes Everywhere Note Codes Window. Before using Campaign Manager, you must set up parameters in the Notes Everywhere Parameters. You set up campaigns in the Note Setup dialog box. See In the Note Setup Dialog Box. You add a new campaign by using the Campaign Wizard. See Creating New Campaigns.
Two boxes in the Customer History Total Sales tab contain the last two active campaigns for this customer. The campaign code and the last activity date for these campaigns are displayed in the Campaign 1 and Campaign 2 boxes. This information is for display only and is stored in the C-SUPP file. You can also use these boxes for reporting purposes.
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