Creating a Third-party Marketing Campaign

From FloristWiki

---

Revision as of 14:23, 21 April 2008

1. Launch the Mercury Marketing wizard.
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.