Save Campaign Panel

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Revision as of 12:49, 23 April 2008

Following are your options in this window (options will vary depending on what type of campaign you are creating):

Setting Description
Campaign Name This field lists the campaign name that you entered in the first wizard panel. You can change it if you wish.
Referral Code This field lists the referral code that you entered in the first wizard panel. You can change it if you wish, or click Add New Referral Code to add a new referral code.
Generate Email List Now This option is for email marketing campaigns only. Select this option to save the campaign and generate the .csv customer list now.

NOTE: Customer lists (.csv files) should not be viewed in Microsoft Excel (the data may be sorted incorrectly when viewing in Excel).

Execute Campaign Now This option is for direct mail marketing campaigns only. Select this option to save the campaign and merge the letters now.
Schedule Select this option to schedule the campaign.If you are scheduling the campaign, click Create to create the schedule.
Template Select the pre-defined template that you would like to use. If you would like to see the template before merging, click Preview.

Click Next to proceed to the Select Target List panel. Click Back to return to the Welcome panel.

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