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.

  1. In the Selections and Views pane, right-click on your private group Campaign and then click Add selection.
  2. On the dialog box that appears, in the Selection field, enter IT Fair Invitees as the name of the selection.
  3. Click Next.
  4. Click the Plus Sign (+) on the left of the table name to expand the Campaign table and click Campaign.
  5. In the campaign list, select IT Fair.
  6. Click the Equal Sign (=).
  7. In the criteria field, verify that the criterion Campaign.Campaign=IT Fair appears.
  8. Click and.
  9. Click Relation.
  10. Select Campaigns.Contact to join the Campaign table with the Contact table.
  11. Click OK.
  12. 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.
  13. Click Next.
  14. The New View dialog box will be opened. Enter IT Fair Invitees – Address list as the name of the view and click OK.
  15. Click the Plus Sign (+) on the left of the table name to expand the Campaign table.
  16. Double-click Campaign.
  17. Verify that the fields appear in the view field to the right.
  18. Click the Plus Sign (+) on the left of the table name to expand the Account table.
  19. In the Account table, double-click Name, Address 1, Post code, City, and Country.
  20. Verify that the fields appear in the view field to the right.
  21. Click the Plus Sign (+) on the left of the table name to expand the Contact table.
  22. In the Contact table, double-click First Name, Last Name, Phone, Fax, Mobile, and E-mail.
  23. Verify that the fields appear in the view field to the right.
  24. Click Finish.
  25. Run the selection from the Selection and Views pane.
  26. Right-click in the Result pane, point to Send to, and then select Create mail merge.
  27. The Choose Document dialog box will be opened. Click the Docs tab and click the Sales & Marketing Normal.dot template.
  28. 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

  1. In the Selections and Views pane, right-click on your private group Campaign and then click Add selection.
  2. On the dialog box that appears, in the Selection field, enter Campaign Response as the name of the selection.
  3. Click Next.
  4. Click the Plus Sign (+) on the left of the table name to expand the Campaign table and click Campaign.
  5. Click the Question Mark (?) and then the Equal Sign (=).
  6. In the criteria field, verify that the criterion Campaign.Campaign=? appears.
  7. Click and.
  8. Click Response in the Campaign table.
  9. Click the Question Mark (?) and then the Equal Sign (=).
  10. Verify that the criterion Campaign.Response=? appears.
  11. Click and.
  12. Click Relation.
  13. Select Campaign.Contact to join the Campaign table with the Contact table.
  14. Click OK.
  15. 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.
  16. Click Next.
  17. Enter Campaign Response List as the name of the view and click OK.
  18. Click the Plus Sign (+) on the left of the table name to expand the Campaign table.
  19. Double-click Activity, Campaign and Response.
  20. Verify that the fields appear in the view field to the right.
  21. Click the Plus Sign (+) on the left of the table name to expand the Contact table.
  22. In the Contact table, double-click First Name, Last Name, Phone, Fax, Mobile, and E-mail.
  23. Verify that the fields appear in the view field to the right.
  24. Click the Plus Sign (+) on the left of the table name to expand the Account table.
  25. In the Account table, double-click Name, Address 1, Post code, City, and Country.
  26. Verify that the fields appear in the view field to the right and click Finish.
  27. Run the selection from the Selection and Views pane.
  28. In the Campaign.Campaign field, enter IT Fair.
  29. In the Campaign.Response field, enter Not Responded.
  30. Click OK.
  31. Verify that a list of campaign activities appears in the Result pane.
  32. Also in the Result pane, select the campaign activity entered for Martin Abrahamsson and
    double-click to edit the information.
  33. In the Response list, click Positive.
  34. Click OK to save the information.

Analyzing the Responses

  1. In the Selections and Views pane, expand Campaign Response and double-click on Campaign Response List.
  2. In the Campaign.Campaign Activity field, enter IT Fair.
  3. In the Campaign.Response field, enter Positive.
  4. Click OK.
  5. Verify that a list of campaign activities with positive response appears in the Result pane.
  6. Right-click in the Result pane, point to Send to, and then select Create mail merge.
  7. Create a letter or e-mail confirmation in Microsoft Word using the merged information.

Creating a chart to analyze responses:

  1. In the Selections and Views pane, expand Campaign Response and right-click on Campaign Response List.
  2. Point to Charts and select New.
  3. On the Chart tab, enter the title Pie Chart for Campaign Responses.
  4. Select Pie Chart.
  5. On the Pie Data tab, select Response in the Labels list.
  6. Select the Group Data check box and click Add.
  7. On the dialog box that appears, select Response as the column and Count as the aggregate for the data series.
  8. Click OK.
  9. On the Options tab, select the Show Total and Show Bar Labels check boxes.
  10. Click Save to save the chart.
  11. View the chart by right-clicking on the Campaign Response List view, pointing to Charts, and then clicking Pie Chart for Campaign Responses.
  12. On the dialog box that appears, select IT Fair in the Campaign.Campaign field.
  13. Leave the Campaign.Response field blank and select the Search all values if blank fields (Not applicable when mandatory fields) check box.
  14. Click OK.