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Object documentationCampaign Generation Wizard, Step 4: Save & Execute Options Locate this document in the navigation structure

 

Use this window to save campaign data and execute the campaign.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.
Save & Execute Options
Save Campaign and Exit

Select to save the campaign data without execute the campaign. Choose the Next button to view the summary report.

To view the saved campaign data, choose   Business Partners   Campaign  .

Save Campaign and Execute

Select to save the campaign data and execute the campaign with one of the following methods. For more information about how to use campaign templates, see Campaign Generation Wizard, Step 2: Campaign Details.

  • Generate External List

    Choose Next with this option selected, the Save As window appears. Proceed to save the campaign information into an external communication list.

    You receive a message asking you whether to export currency symbols. Choose Yes, to the same column to export currency symbols and following values in one column; choose Yes, to a separate column to export symbols in a separate column from the value column; choose No, to ignore the currency symbols to save values only.

  • Send E-Mail Using Microsoft Office Outlook

    Choose Next with this option selected, Microsoft Office Outlook opens and automatically generates a new E-mail. The subject of the E-mail is the campaign name and all the E-mail addresses of the contacts are copied to the Bcc column.

  • Send E-Mail Using SAP Business One Mail

    Choose Next with this option selected, the Send Message window opens. The window displays all targeting prospects and their information, with the Mail checkbox selected.

  • Send Fax

    Choose Next with this option selected, the Send Message window opens. The window displays all targeting prospects and their information, with the Fax checkbox selected.

  • Generate URL

    Choose Next with this option selected, the application generates a URL for the Web page with the campaign template via SAP Business One Integration Component.

    The summary report displays the URL. Customers are able to use the URL to access the campaign Web page.