Usage: Campaign Literature can be used as promotional content for your campaign
Prerequisites:
➢In order to select a literature in your campaign, you will need to first create one in Global Settings. Please make sure it has Literature Type. : File > Global Settings > CRM Lists > Shipping > Fulfillments Items
➢Open the Campaign Manager form. See here navigation and form description.
Campaign Manager - 3.Campaign Literature tab
1.On Campaign Manager form select the desired Campaign 2.Select the 3. Campaign Literature tab 3.Select 4.Add Campaign Literature form displays: Add Campaign Literature form 5.The following fields will display: •Campaign – this field cannot be edited •Cover Letter? - check if the Literature is cover letter •Literature - select literature •Quantity - enter qty •Cover Letter (location) – You can add more documents through the WordPro Documents module only if Cover Letter option is checked 6.Fill these fields accordingly 7.Literature added here will automatically be added to responses within this campaign. |
1.On Campaign Manager form select the desired Campaign 2.Select the 3. Campaign Literature tab 3.Click on the record you wish to update 4.Click on 5.Edit Campaign Literature form displays 6.Make necessary changes 7.Click OK when done. |
1.On Campaign Manager form select the desired Campaign 2.Select the 3. Campaign Literature tab 3.Click on the record you wish to remove 4.Click on 5.Click Yes when asked for confirmation. |
See Also:
New Campaign for more info.