Email Campaign
The Email Campaign form is used to store unlimited number of emails along with criteria of who will be sent that email. You may not be able to open this form unless you have setup your SMTP Server in the User Preference form. If you have not setup your SMTP server and you have clicked on Email Campaign under System menu, a message will display telling you to setup first your SMTP Server. Clicking YES on this message box will open the User Preferences form - Email Tab.
You will notice at the top of this form five tabs, which help group the template information better. It is like having five forms connected together for each template. You will also notice that the Email Campaign ID, Description, Source Table and User fields at the top of the form remain there in all the tabs so you always know what template you are working on when switching between the tabs. The five tabs are listed below.
The Email Tab shows you general criteria information and settings. See: Email Campaign - Email Tab
The Criteria Tab shows detailed information about the email that will be used to send to your contacts. See: Email Campaign - Criteria Tab
The Advanced Tab shows Advanced Settings like Delay options, Address options, Template Statistics, User History, File Attachments and Email Address Exclusions. See: Email Campaign - Advanced Tab
The History Tab shows the history of each time you ran the template by clicking the Email button. See: Email Campaign - History Tab
The Errors Tab shows the template email errors encountered and the reason why it was not sent. See: Email Campaign - Errors Tab
This form can be used to add or edit records in the Email Campaign form. To add new Email Campaign, simply click the New button at the bottom of this form. If you need to edit existing Email Campaign, just find the record you want by clicking the Find button and then make any changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Email Campaign, see: Adding Email Campaign
The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the Email Campaign form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You can use the Find button to find a specific record.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new Email Campaign to be added.
The Save button will allow you to save the changes you made in the Email Campaign form.
The Delete button will delete the selected Email Campaign.
The Find button will allow you to Find Email Campaign.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Send button will send the email using the selected Email Campaign and will display a message box that contains an email result. Clicking OK on this message box will open the Confirm Email Recipients form where you can confirm the contacts you would want to receive your email.
The Duplicate button will create a new duplicate Email Campaign based on the selected record.
The Send Test button will open the Send Test Email form to allow you to send a single test email for the selected template.
The Close button will close the Email Campaign form.
Related Topics