Campaign Processing—Exercises
Main Exercise
Purpose: The purpose of these
exercises is to show how to define a target group for campaign information, send
out campaign information, and record and analyze feedback on that information.
Windows:
Sales and Marketing main window
Sending Information to the Campaign Target Group
Note: This exercise requires basic skills in
creating selections and merging documents into Microsoft Word.
- In the Selections and Views pane, right-click on your private group
Campaign and then click Add selection.
-
On the
dialog box that appears, in the Selection field, enter
IT Fair Invitees
as the name of the selection.
-
Click Next.
- Click the
Plus Sign (+) on the left of the table name to expand the Campaign table and click
Campaign.
- In the
campaign list, select IT Fair.
- Click the
Equal Sign (=).
- In the
criteria field, verify that the criterion Campaign.Campaign=IT Fair appears.
-
Click and.
- Click
Relation.
- Select Campaigns.Contact
to join the Campaign table with the Contact table.
-
Click OK.
- Verify that
the criterion Campaign.Contact == Contacts appears. The double equal
sign means that the Campaign table is joined with the Contact table through
a cross-reference in the contact field.
- Click
Next.
- The New View dialog box will be opened. Enter
IT Fair
Invitees – Address list as the name of the view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Campaign table.
-
Double-click Campaign.
-
Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
In the
Account table, double-click Name, Address 1, Post code,
City, and Country.
- Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
In the
Contact table, double-click First Name, Last Name, Phone, Fax,
Mobile,
and E-mail.
- Verify that
the fields appear in the view field to the right.
-
Click Finish.
- Run the
selection from the Selection and Views pane.
-
Right-click
in the
Result pane, point to Send to, and then select
Create mail merge.
- The Choose Document
dialog box will be opened. Click the Docs
tab and click
the Sales &
Marketing Normal.dot template.
- Create a
letter or e-mail invitation in Microsoft Word using the merged information.
Note: For more information on mail merge see the
Mail Merge and Templates exercise.
Recording Campaign Responses
-
In the
Selections and Views pane, right-click on your private group
Campaign and then click Add selection.
-
On the
dialog box that appears, in the Selection field, enter Campaign
Response as the name of the selection.
-
Click
Next.
-
Click the
Plus Sign (+) on the left of the table name to expand the Campaign table and click
Campaign.
-
Click the
Question Mark (?) and then the Equal Sign (=).
-
In the
criteria field, verify that the criterion Campaign.Campaign=?
appears.
-
Click and.
-
Click
Response in the Campaign table.
-
Click the
Question Mark (?) and then the Equal Sign (=).
-
Verify that
the criterion Campaign.Response=? appears.
-
Click and.
-
Click
Relation.
-
Select
Campaign.Contact to join the Campaign table with the Contact table.
-
Click OK.
-
In the
criteria field, verify that the criterion Campaign.Contact == Contact
appears. The double equal sign means that the Campaign table is joined with
the Contact table through a cross-reference in the contact field.
-
Click
Next.
-
Enter
Campaign Response List as the name of the view and click OK.
-
Click the
Plus Sign (+) on the left of the table name to expand the Campaign table.
-
Double-click Activity, Campaign and Response.
-
Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Contact table.
-
In the
Contact table, double-click First Name, Last Name, Phone,
Fax, Mobile,
and E-mail.
-
Verify that
the fields appear in the view field to the right.
-
Click the
Plus Sign (+) on the left of the table name to expand the Account table.
-
In the
Account table, double-click Name, Address 1, Post code,
City, and
Country.
-
Verify that
the fields appear in the view field to the right and click Finish.
-
Run the
selection from the Selection and Views pane.
-
In the
Campaign.Campaign field, enter IT Fair.
-
In the
Campaign.Response field, enter Not Responded.
-
Click OK.
-
Verify that
a list of campaign activities appears in the
Result pane.
-
Also in the
Result pane, select the campaign activity entered for
Martin Abrahamsson and
double-click
to edit the information. -
In the
Response list, click Positive.
-
Click OK
to save the information.
Analyzing the Responses
-
In the
Selections and Views pane, expand Campaign Response
and double-click on Campaign Response List.
-
In the
Campaign.Campaign Activity field, enter IT Fair.
-
In the
Campaign.Response field, enter Positive.
-
Click OK.
-
Verify that
a list of campaign activities with positive response appears in the
Result pane.
-
Right-click
in the
Result pane, point to Send to, and then select
Create mail merge.
-
Create a
letter or e-mail confirmation in Microsoft Word using the merged
information.
Creating a chart to analyze
responses:
-
In the
Selections and Views pane, expand Campaign Response
and right-click on Campaign Response List.
- Point to Charts and select New.
- On the
Chart tab, enter the title Pie
Chart for Campaign Responses.
- Select Pie Chart.
- On the Pie Data tab, select Response
in the Labels list.
- Select the Group Data check box and click
Add.
- On the dialog box that appears, select Response
as the column and Count as the aggregate for the data series.
- Click OK.
- On the
Options tab, select the Show
Total and Show Bar Labels check boxes.
- Click Save to save the chart.
- View the chart by right-clicking on the
Campaign Response List view, pointing to Charts, and then clicking
Pie Chart for Campaign Responses.
- On the dialog box that appears, select IT Fair
in the
Campaign.Campaign field.
- Leave the Campaign.Response
field blank and select the Search all values if blank fields (Not
applicable when mandatory fields) check box.
- Click OK.