Campaigns

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You can create a campaign to consist of: Word/Publisher merge documents, eMail documents, Meetings, Calls and To-do's.
Any number and/or combination of these activities are added to a campaign.
Each activity is set relative to the start of the campaign -- you specify the number of days from the start of the campaign.
Campaigns are created once and reused many times.
To use/reuse a campaign, select the campaign and apply contact(s) to the campaign. This schedules the activates in the campaign on your Outlook Calendar.
Contact are selectable based on individual Contacts, Distribution lists, Keyword Search (searches: LastName, FirstName, Company, Title, Phone, City, State, Zip or email).

For Mail Merge Activities:

One calendar entry is created per merge document (regardless of the number of contacts that are to be merged).
To print the documents, open the calendar item and click on "Run Merge". This will retrieve the contact from your address book and merge the data with the Word/Publisher document. For a list of the available merge fields, see "Merge Fields" and the bottom of this note.
You will be prompted to send the letters directly to the printer, or given the ability to view /edit the merged document if you desire.

Email Merge:

Utilizes the MS Word document to generate the email. You can incorporate any data from the contact records and location form in your email as a merge field, allowing you to customize the email.

Clone a Campaign - You can clone any campaign with the click of your mouse.

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