Campaigns

Campaigns

At the campaigns pane you can do bulk functions with all of your contacts that are in your database.

At the top of the page you will see a quick search bar, by which you can filter your contacts based on different options:



Click on the search button to filter the contact list.
The picture above will filter active male contacts.
You can show all your contacts by clicking on the show all button.

Advanced search

If the quick search bar is not enough to select your contacts, you can use the advanced search function, which is located at the bottom-right corner.



You will get to the advanced search screen where you can add multiple search request and search by many fields.



For more information on this search please check the Searching section of this Wiki.

Printing, exporting contacts

You can export and print your found set by clicking on the buttons at the search bar.
If you choose printing, first you will have to give the subject of the list.
After that the list will be printed:




If you choose exporting, you have to enter the subject of the list.
After that you can choose the destination and file format:



After that you can modify the field order, or add additional fields to export.

Bulk functions

At the bottom of the campaigns pane you will see several bulk functions.


You can print envelopes, letters, labels, and export this list to steamsend.com if you have an account.

Printing labels

If you choose the print label button, you will be able to print the campaign contacts to labels.


Here you have to give a subject, and choose a label kind.

By clicking on the preview button, you will be able to see how the labels will look like.
If you click the print button, you can print these labels.

Printing envelopes

If you choose the print envelopes button, you will be able to print an envelope to every contact that appear on the list.



You have to give a subject and choose an envelope format.
You can have up to 5 different envelopes which can be modified at the Settings pane.



After choosing an envelope format you can get a preview of the envelope by clicking on the preview button.


To print the envelopes click on the print button.

Printing letters

If you click the bulk mail button you will get to the bulk letter function.


You can do several things here.

First you should decide what to do after printing the letters.
You can do this at the bottom of the window:


You have 3 options

• No further action
• Envelope printing
• Label printing

If you choose envelope printing or label printing you have to define the appropriate settings for them:

Writing the letter

You can write the letter in the big text box.
Here you can use your existing letter templates or create new ones.



Click on the letter templates button to get to the letter templates.



Here you can see your templates. You can add a new one by clicking on the new button.
To modify an existing one choose the Edit option next to the template.



The letter template editor appears. Here you can write your letter.

Placeholders

You can use placeholders to personalize a letter.
These help you to insert fields from the contact or company records.

These fields will be filled with content during the print.

To take a look at the placeholders click on the placeholders icon.
Here you will see all the placeholders groupped.



The name of the placeholders tell you what they insert in the letter.
For example if you can create a letter like this:


This will fill the contact name, and your name during printing.

Custom placeholders.

There is a custom section at the placeholders chooser.



Here you can add a custom tag (for example: a current offer).
By modifying the custom tag later, you won't have to always update all of your letter templates to change the current offer.
You will only need to change this placeholder. By this you can ensure that all of your letter will contain up to date information.




After finishing the letter template, you can choose one to get back to the bulk letter window.
Note: You do NOT have to use letter templates. These just help you to store letters that you often wish to send

You can preview your letter by clicking on the preview button.
You will see the placeholders filled as well.

After you find everything OK, you can print your letters.

History entries

Every bulk function stores a history entry at the datasheet. These help you to see who got a letter, or who appeared in a label printing list.

Streamsend.com export

Streamsend.com export lets you upload the found set in the campaigns pane to one of your streamsend.com list.

To do this, simply click on the Streamsend.com export.



If you previously set up your streamsend.com API settings, you will see your lists appear.
You can choose to create a new list, or upload to an existing one.



After that you will see the contacts being uploaded.
You can find more about streamsend.com itegration in this Wiki.

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