Resending existing Marketing campaign

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gwennibar - 03 Jan 2008 22:13 GMT

I have created and emailed out a marketing campaign in BCM 2007. I would like
to resend to new/different recipients but don't seem to be able to. Whenever
I open the existing campaign Step 2 (who will see it?) is greyed out and I
cannot change the recipients. Is there a way to reuse the same campaign or do
I have to recreate it every time I want to use it?
What I am trying to do is establish a way for our sales reps to send out
individualized quotes. It worked great, all information correct, when I sent
it to myself as a test, but now it's locked.

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Jerry Blake (MSFT) - 04 Jan 2008 00:21 GMT

Hi Gwennibar,

You will need to create a new Marketing campaign for the new set of
recipients. The concept for marketing campaigns in 2007 was one recipient
list per campaign. Thus if you want to send the content to a different group
you will need to create a new campaign for them.

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Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

> I have created and emailed out a marketing campaign in BCM 2007. I would like
> to resend to new/different recipients but don't seem to be able to. Whenever
[quoted text clipped - 4 lines]
> individualized quotes. It worked great, all information correct, when I sent
> it to myself as a test, but now it's locked.

Reply to this Message

gwennibar - 04 Jan 2008 13:22 GMT

Thanks Jerry - MC's will be useless for me then.

What is the easiest way to do a mail merge for a single person? I have a
prepared a quote that has various information throughout which needs to be
pulled from BCM. Going through MS Word sounds too tedious, as I have over 11k
contacts from which I need to select a single one. It takes ages just to
populate that list. Is there not a way doing that from inside of BCM, from
the contact itself? I need to be able to save the document and email it as an
attachment rather than inline text.

Any help would be greatly appreciated.

> Hi Gwennibar,
>
[quoted text clipped - 11 lines]
> > individualized quotes. It worked great, all information correct, when I sent
> > it to myself as a test, but now it's locked.

Reply to this Message

Jerry Blake (MSFT) - 04 Jan 2008 19:09 GMT

If you want to do a one off or even a multi mail merge, the easiest way is to
navigate to the business contact folder, select the contact/contacts you want
to send the mail merge to, click tools->mail merge from the menu bar. This
will start outlook's mail merge process with the selected contact/contacts.
This will also work for accounts too.

Signature

--
Jerry Blake [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

> Thanks Jerry - MC's will be useless for me then.
>
[quoted text clipped - 23 lines]
> > > individualized quotes. It worked great, all information correct, when I sent
> > > it to myself as a test, but now it's locked.

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LarryM - 11 Mar 2008 06:01 GMT

I find it extremely disappointing that you cannot do something as simple as
add a new contact to an existing campaign. Most of the CRM's I've used allow
for a marketing campaign to be built, and then when a new client or prospect
is entered, it will start them at the beginning of the campaign.

What's the point of an automated Marketing system if you have to recreate it
for every new client/prospect?

I just ordered a new laptop with Office 2007 Pro specifically for this
feature. I hope I haven't made a mistake!

> If you want to do a one off or even a multi mail merge, the easiest way is to
> navigate to the business contact folder, select the contact/contacts you want
[quoted text clipped - 29 lines]
> > > > individualized quotes. It worked great, all information correct, when I sent
> > > > it to myself as a test, but now it's locked.

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