Scheduling Campaigns
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| + | When you save a campaign, you have the option of generating the campaign immediately (saving the customer list and/or merging the data into letters), or scheduling the campaign. Creating a schedule for a campaign is ideal for campaigns that you intend to run on a regular basis, for example monthly anniversary or birthday reminder letters. By creating a schedule, you are giving the Mercury Marketing application the information it needs to generate the campaign automatically, without you having to access the program. | ||
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| + | Before scheduling the campaign, you must first create the campaign in the Marketing Wizard, specifying the target customer information (see [[Creating Direct Mail Marketing Campaigns]]). Before saving the campaign, select Schedule in the Save Campaign window: | ||
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| + | '''To create a campaign that will be generated on a schedule:''' | ||
#Create the campaign in the Mercury Marketing Wizard. Ensure you do not save the campaign in the last panel of the wizard. | #Create the campaign in the Mercury Marketing Wizard. Ensure you do not save the campaign in the last panel of the wizard. | ||
#Before saving the campaign, select Schedule in the Save Campaign panel. Click Create to create the campaign schedule. The Campaign Scheduler opens. | #Before saving the campaign, select Schedule in the Save Campaign panel. Click Create to create the campaign schedule. The Campaign Scheduler opens. | ||
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#Select if you want to run the campaign daily, weekly, monthly, or annually. You are selecting how often you want the campaign to be generated. For example, if you select Monthly for a date range of April 1 2006 to April 1 2007, a campaign will be generated for each month (12 campaigns will be generated). | #Select if you want to run the campaign daily, weekly, monthly, or annually. You are selecting how often you want the campaign to be generated. For example, if you select Monthly for a date range of April 1 2006 to April 1 2007, a campaign will be generated for each month (12 campaigns will be generated). | ||
#If you want to be notified when a list is generated, select the Notify me by E-mail after Generating the List and enter your email address in the E-mail field. This email message will remind you to distribute the campaign. | #If you want to be notified when a list is generated, select the Notify me by E-mail after Generating the List and enter your email address in the E-mail field. This email message will remind you to distribute the campaign. | ||
| - | #In the Date Range section, click either Fixed or Floating | + | #In the Date Range section, click either Fixed or Floating: |
| + | #*The Fixed option should be used for non-reminder campaigns that do not require a range of data to be used. For example, if you are sending out a yearly Mother’s Day, Easter, Valentine’s Day, etc., campaign, and if your campaign is not related to specific order data in your system, select the Fixed option. | ||
| + | #*The Floating option should be used for reminder campaigns, when the campaign requires a range of data (such as orders paced from April 1, 2005 to April 30, 2005). For example, if you are sending out a Birthday reminder template and you want to use order information from last year’s orders, select the Floating option. | ||
#Click Generate. The Campaign Scheduler will list your campaign schedule. The Starting and Ending columns list the date range that will be used to extract order information. If you selected the Fixed option, the Starting and Ending columns will be blank. | #Click Generate. The Campaign Scheduler will list your campaign schedule. The Starting and Ending columns list the date range that will be used to extract order information. If you selected the Fixed option, the Starting and Ending columns will be blank. | ||
#Click OK to save the information and return to the Save Campaign panel in the Marketing Wizard. | #Click OK to save the information and return to the Save Campaign panel in the Marketing Wizard. | ||
#On the Save Campaign panel, click Finish. | #On the Save Campaign panel, click Finish. | ||
Current revision
When you save a campaign, you have the option of generating the campaign immediately (saving the customer list and/or merging the data into letters), or scheduling the campaign. Creating a schedule for a campaign is ideal for campaigns that you intend to run on a regular basis, for example monthly anniversary or birthday reminder letters. By creating a schedule, you are giving the Mercury Marketing application the information it needs to generate the campaign automatically, without you having to access the program.
Before scheduling the campaign, you must first create the campaign in the Marketing Wizard, specifying the target customer information (see Creating Direct Mail Marketing Campaigns). Before saving the campaign, select Schedule in the Save Campaign window:
To create a campaign that will be generated on a schedule:
- Create the campaign in the Mercury Marketing Wizard. Ensure you do not save the campaign in the last panel of the wizard.
- Before saving the campaign, select Schedule in the Save Campaign panel. Click Create to create the campaign schedule. The Campaign Scheduler opens.
- Specify the start and end dates for the campaign in the Start Date and End Date fields. This will be the period of time the campaign will be generated for you automatically.
- Select if you want to run the campaign daily, weekly, monthly, or annually. You are selecting how often you want the campaign to be generated. For example, if you select Monthly for a date range of April 1 2006 to April 1 2007, a campaign will be generated for each month (12 campaigns will be generated).
- If you want to be notified when a list is generated, select the Notify me by E-mail after Generating the List and enter your email address in the E-mail field. This email message will remind you to distribute the campaign.
- In the Date Range section, click either Fixed or Floating:
- The Fixed option should be used for non-reminder campaigns that do not require a range of data to be used. For example, if you are sending out a yearly Mother’s Day, Easter, Valentine’s Day, etc., campaign, and if your campaign is not related to specific order data in your system, select the Fixed option.
- The Floating option should be used for reminder campaigns, when the campaign requires a range of data (such as orders paced from April 1, 2005 to April 30, 2005). For example, if you are sending out a Birthday reminder template and you want to use order information from last year’s orders, select the Floating option.
- Click Generate. The Campaign Scheduler will list your campaign schedule. The Starting and Ending columns list the date range that will be used to extract order information. If you selected the Fixed option, the Starting and Ending columns will be blank.
- Click OK to save the information and return to the Save Campaign panel in the Marketing Wizard.
- On the Save Campaign panel, click Finish.
