Save Campaign Panel
From FloristWiki
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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