Creating New Campaign Tasks

Use the following procedure to create a new campaign task.

1.

Select Go To > Campaign.

2.

At the Campaign Management Center window, select a campaign.

3.

Expand the Open folder and then click New Task.

4.

Configure the following:

○ Import Data. GoldMine provides several ways to import data. Select to open the Select Import Data Source dialog box.

○ Mail Merge. Merge contact information with templates (document, envelope, or label). Select to open the Mail Merge Properties dialog box.

○ E-mail Merge. Use templates to communicate a promotion to customers using queued Internet e-mail. Select to open the Mail Merge Properties dialog box appears.

○ Call. Schedule outgoing telephone calls to initiate a contact or follow-up. Select to open the Schedule a Call dialog box. Only the Detail tab is available.

○ Automated Processes. Use predefined or create new processes. See the GoldMine Administrators Guide.

5.

Add tasks as needed and then click OK.