Creating Other (Third-Party) Marketing Campaigns

From FloristWiki

Current revision

If you want to send a mailing to a printing service to distribute for you, FTD recommends that you save and send your list (.csv file) of customers only, and not merged into Microsoft Word letters. If you merge the list into Microsoft Word letters, the file will be too large to email. Using the Other option in the Marketing Wizard allows you to save the .csv file without merging the information into Microsoft Word letters.

To create a third-party marketing campaign:

1. On the FTD Mercury Main Menu, click Marketing. The Mercury Marketing Wizard opens.
2. Click Create a New Campaign. The Create Campaign panel opens.
3. In the Campaign Name field, enter a name for your campaign.
4. In the Referral Code field, select the referral code for this campaign (or add a new one).
5. Select Other as the Distribution Type.
6. From the Campaign Type list, select the appropriate campaign type.
7. Click Next.
8. The Select Target List panel opens. On this panel, you select your customer target list. This determines the customers that will receive the direct mail promotion. You have several options:
   • Select a predefined list—allows you to select a predefined lists, with output fields determined automatically. You are prompted later in the wizard for specific criteria (depending on the list you choose).
   • Build your own list—allows you to create your own list of customers by specifying a list of criteria. Selecting this option prompts you if you want to build your own list By Order or By Customer. If you select By Order, you also have the option to select All matching orders or Only one order per customer. Selecting Only one order per customer ensures that, for example, if John Smith has placed three orders that meet your campaign criteria, his information is only extracted once (and therefore only one letter or postcard is printed for John Smith).
   • Refresh list from a previous campaign—allows you to use a target list from a previous campaign, but refresh it to use current information. Click Select to select the campaign that you want to use.
   • Load a list from a previous campaign—uses the exact list of customers from a previous campaign, without refreshing the list to bring it up to date. Click Select to select the campaign you want to use.
9. Click Next.
10. The Key Criteria panel opens. This panel allows you to select which criteria you want to use when selecting the customers to include in your marketing campaign. The options that display on this panel depend on which option that you selected in the previous panel.
    If you selected Build your own list in the previous panel, the Key Criteria panel gives you the freedom to specify your own criteria. Select the criteria that you want to apply to the customer extraction by clicking on the criteria field, then typing in the key criteria.
    If you selected Select a predefined list in the previous panel, provide the information that the program is prompting for in the Key Criteria panel, for example the number of top customers or a ZIP code range. You can click More Criteria to make your customer list more specific by selecting more criteria.
    

    If you have multiple stores, remember to choose the store that contains the customer records that you want to extract. If you select the main store, the program does not extract duplicate customers if you have customers saved at multiple stores. If you are extracting by Top Customers, the system extracts the top number of customers at the selected stores. However because the system is designed to eliminate duplicate records, the system eliminates duplicate top customers if the extracted customers are top customers at more than one store (therefore you may select to extract 100 top customers, but because duplicates are eliminated, only 50 are actually extracted).

11. Click Next.
12. The Output Fields panel opens. This panel lists all of the output fields that are available for extraction. Output fields are the merge fields that will be inserted into your document. For example, if you want to include the customer’s name and address information at the top of the letter, you will want to select the Customer Name, Address, City, State, and Zip fields.
    If you selected Build your own list in the Select Target List panel, this panel lists all available output fields from which you can. Select an output field by clicking on the field so that a check mark appears in the check box.
    If you selected Select a predefined list in the Select Target List panel, the wizard lists the predefined output fields for you. You can select more output fields by clicking the More Fields button.
13. Click Next.
14. The Preview and Edit List panel opens.This panel allows you to preview the list of customers before you save your campaign. Before reaching the final panel in the wizard, review the list and see if you want to remove any customers from the campaign. Any records that are highlighted are missing information.
    

    If you type information in the grid, it only saves the information for this specific customer list (the information is only saved in this particular .csv file and is not saved in your customer database).

    • To exclude a customer from the list, right-click on the customer record and then click Delete Row.
    • To view the criteria that you selected throughout the wizard, click View Criteria.
    • If you want to change the criteria, click the Back button to go back to previous panels and change your selections.
15. Click Next. The Save Campaign panel opens.
16. If you want to execute the campaign now (create the .csv customer list), click Execute Campaign Now, or click Schedule to schedule the campaign. If you are scheduling the campaign, click Create to create the schedule (see Scheduling Campaigns for details).
17. Click Finish. The campaign saves and you are returned to the Marketing Wizard main panel. If you selected Execute Campaign Now, your customer list is saved as a .csv file on your hard drive of your server in the C:\Wings\Customer Lists directory. The file name is the campaign name, followed by the date and time that you saved the campaign.
    

    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 are saved in the C:\Wings\Marketing Lists directory automatically each time they are generated according to the campaign schedule.

18. The last step is to email or deliver the customer list to the third party distribution company. To email the customer list to the company, open your email inbox and attach the file from the C:\Wings\Customer Lists directory.