| Description |
*Why*
Customer would like to track a series of emails or actions that will get the customer to an expected result.
is it much like a to do list for our customers.
Purpose of the tab
* Create a location to create multiple emails to all the contacts on a campaign
* contact Description : Field to track the description of the contact
* Template - link to a "mail Merge template" to allow you to create a customized campaign
** The template is a word doc or html doc that would be sent to the customer.
* Type - Tracks Email - phone etc.
* Date scheudled - this is the date the email shoudl be sent
* Date sent - this is the date the email was sent
* Send button - lauches the email
** This wll bulk send emails to everone contact on the campaign.
** there must be an opt out section on the email
*** Set the opt out of adversting flag to yes
* Send to - linked to the field on the contact - yes no stop.
** If you select the yes button then all the contacts marked with the yes flag will be sent to
** this allows you to send followup to people that said yes to the mailer and people that said no
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