Function

Button

What you should know

Load a target group

Load

A dialog box appears, allowing you to search for other target groups (for example, from previous campaigns or trade promotions). You can add, remove, and replace these items in your current target group.

Export a target group

Export

If you want to make a target group available for use in other campaigns or trade promotions, you have to export it

Maintain a target group

Delete

You can remove selected customers from the target group by selecting Delete.

Mass generate direct mail

Mailings

The name and address of each customer in the target group is transferred to a Microsoft Word document. You can use the information in this report to send direct mail to your customers.

Send e-mail to business partners or contact persons

Mail to BP/CP

You must have maintained the customers' e-mail addresses in the Business Partners/Details tile set.

The e-mail address of each customer in the target group is transferred to a new e-mail message in Microsoft Outlook.

Send e-mail to employees responsible for target group members

Mail to Employee

To specify the method by which the system is to determine the person responsible, in Mobile System Maintenance choose Cross-Component Settings ® Application Parameter ® PARTEMAILGEN, and select the required type.

The system transfers the e-mail address of the person responsible for each target group member to a new e-mail message in Microsoft Outlook.