Save Campaign Panel
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'''NOTE:''' Customer lists are only saved in the C:\Wings\Customer Lists directory on the FTD Mercury server. If you are working on a client PC, you must retrieve the .csv on the server PC in that directory. Clicking the Find my Previous Lists link will not find the customer list on the client PC. | '''NOTE:''' Customer lists are only saved in the C:\Wings\Customer Lists directory on the FTD Mercury server. If you are working on a client PC, you must retrieve the .csv on the server PC in that directory. Clicking the Find my Previous Lists link will not find the customer list on the client PC. | ||
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Customer lists (.csv files) should not be viewed in Microsoft Excel (the data may be sorted incorrectly when viewing in Excel). | Customer lists (.csv files) should not be viewed in Microsoft Excel (the data may be sorted incorrectly when viewing in Excel). | ||
Revision as of 12:05, 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. |
| Post Card | If you would like to print post cards, this option will print four post cards per 8.5” x 11” sheet of paper. If you select this option, make sure post card stock paper is loaded in
the printer. NOTE: You can find post card stock paper at your local office supply store, or you can order it through FTD Marketplace at 1-800-767-4000. |
| Text Only | Select this option if you would like to use a template that does not have any graphics. The letter will be printed as formatted text only. |
| Sender | Type the name of the person signing the letter or postcard, for example the manager or owner of the store. |
| Generate Mailing Labels | If you would like Microsoft Word to generate mailing labels, click this option, then select Three Across. |
| Open in Word | If checked, the letters/postcards will open in Microsoft Word when the merge is complete. If unchecked, the merge will take place but the document will not open in Microsoft Word. The file will be saved in the C:\Wings\Office Templates\Mercury
Forms directory. If you plan to send a list and template to a printer, we recommend that you do NOT check Open in Word. Just locate the customer file in the C:\Wings\Customer Lists directory and locate the template in the C:\Wings\Office Templates\Mercury Forms directory and send these to the printer. |
| Return Address | If you are printing post cards, the Return Address section will become active. The information you type here will display in the return address section of the postcard. Complete the Return Address fields with your shop’s address. |
Click Finish. The campaign will save and you will be returned to the Marketing Wizard main panel.
If you selected Generate Email List Now or Generate Mailing Labels Now, your customer list is saved as a .csv file on your hard drive in the C:\Wings\Customer Lists directory (to view the files in this directory, navigate to it in Windows Explorer, or click the Find my Previous Lists link in the first panel of the Marketing Wizard). The file name will be the campaign name, followed by the date and time that you saved the campaign.
NOTE: Customer lists are only saved in the C:\Wings\Customer Lists directory on the FTD Mercury server. If you are working on a client PC, you must retrieve the .csv on the server PC in that directory. Clicking the Find my Previous Lists link will not find the customer list on the client PC.
Customer lists (.csv files) should not be viewed in Microsoft Excel (the data may be sorted incorrectly when viewing in Excel).
If you scheduled the campaign, the merged letters will be saved in the C:\Wings\Marketing Lists directory automatically each time they are generated according to the campaign schedule (to view the files in this directory, navigate to it in Windows Explorer, or click the Find my Merged Documents and Mailing Labels link in the first panel of the Marketing Wizard). If the campaign is an email campaign, the emails will be sent according to your schedule.
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