Creating Campaigns

You can use marketing campaigns to consolidate a variety of communication activities.

Use the following procedure to create a campaign; it displays in the Campaign Management Center navigation pane.

1. Select Go To > Campaigns.
2. At the Campaign Management Center window, in the navigation pane, right-click and select New Campaign, or click New Campaign on the toolbar.

The Campaign Creation Wizard opens.

3. Click Next.
4. At the Select Contacts dialog box, select a filter or group from the drop-down list.

○ To change the filters or groups to those of a different owner, select <Filters of:> or <Groups of:>.

The Select a User dialog box opens.

○ Select a user and then click OK.

Click Next.

5. At the Assign tasks to this campaign dialog box, click New task.
6. 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. Select to open the Select an Automated Processes dialog box.

You can add tasks as needed.

7. Click Edit to modify a task.
8. Click Delete to delete a task from the campaign.
9. Click Next to move to the Summary of selections dialog box.
10. Review the information presented. If you need to modify the tasks, click Back.
11. Click Finish.