Touch Tips Creating a Marketing Campaign and Adding Contacts We all know how important marketing is to any business. The Marketing Module within Clarity is a very valuable tool for managing and monitoring the performance of marketing activity and can sometimes be neglected. In this issue of intouch we will be looking at how to create a campaign. 1. Click the Marketing icon. 2. Click the New icon on the left hand toolbar, and select New Group. 3. Type a name for the campaign group in the Description field and click OK. The new group is displayed in the window. You can create as may campaigns as you want to and save them in this group or, you can create other campaign groups as necessary. 4. Click the New button again, and select New Campaign. The Add Campaign Details dialogue box is displayed. Enter the relevant data in the fields and click OK to display the Select Contacts dialogue box. It is always a good idea to type some notes describing the campaign so as others who use the system are aware of the campaign objectives. 5. The Select Contacts dialogue box will be displayed showing a list of all contacts stored in the Clarity database. Along the top of the list is a series of headings that represent details we know about the person that are contained in the Contacts module. We are going to select some of these headings to ‘filter’ the list. In this case, we only want to select the Main contact of customers with a Birmingham address. It is of course vital to this campaign that the email field in the Contacts module is populated With an email address. 6. Click the drop-down in the City column. In this example, Birmingham is selected form the list. Note that the list is now filtered to only show companies with a Birmingham address. 7. Click the drop-down in the Contact Group column and select Customer. Note that the list is now filtered to show only Customers with a Birmingham address, excluding suppliers and prospects etc. 8. Click the drop-down in the Contact Type column and select Main. Note that the list is now filtered to show only the Main contact from Customers with a Birmingham address. 9. You can display the list of customers in alphabetical order by company name, contact name or any other method by clicking on the column heading at the top of the dialogue box. In the screenshot below, it is in alphabetical order by Company Name. At this stage you have the choice of whether to include all customers that are displayed in the list or to exclude some. If you want to include all customers go to '10a'. If you want to exclude some customers, go to '10b'. 10. To include all customers in the list, click the Select All button and all customers will be highlighted. If you have selected all companies, ignore 10a and go to number 11. If you want to include most but not all customers in the list before adding them to the campaign, you must first select the customers you WANT to include. To do this; hold down the Ctrl key and click on the customer's name. They line will become highlighted. Only select the customers you want to include, DO NOT select the customers you want to exclude from the campaign. The customers that are highlighted will be included in the campaign while the others are not. NOTE: You DO NOT use the Exclude button in this process. 1. When your customers have been selected, click the Include button. An Information dialogue box is displayed asking you if you want to update the contact Lead Source. If you answer 'Yes' to this question the Lead Source field in the Contacts module will be updated to display the name of the new campaign and any enquiries and orders you get as a result of the new campaign will be added to the campaign statistics. Earlier campaign statistics will cease to be updated. If you answer 'No' to the question, the Lead Source field in the Contacts module will continue to display the earlier Lead Source and will continue to update the statistics of that campaign but will NOT give statistics for the new campaign. Click either Yes or No. Those with a tick against their name will be included in the campaign. Those that are not ticked, will not be in the campaign. 2. Click OK to add the selected contacts to the campaign. To find out how to add stages to a campaign and email from Clarity please go to the 'Help' menu within Clarity. Touch Systems Ltd 7 The Pavilions, Cranmore Drive, Solihull, UK, B90 4SB Tel +44 (0) 121 248 2448 Fax +44 (0) 121 248 2450

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