The first step in creating a customer touchpoint campaign for your real estate contacts is to create a Campaign. To create a campaign select 'New Campaign' under the Campaign submenu in the Eurekaware menu.
This will create a new blank campaign. Enter a subject and notes that describe the campaign.
Usually you will want to begin adding Campaign Templates at this point. Click the 'Add Template Tasks...' for each template you wish to add. If you do add templates here, be sure to return to this form and save the campaign by clicking save and close.
A Campaign Task Template is a task item within the campaign. It can be used to outline email message, telephone scripts, plans for personal visits or other touchpoint actions.
The title of the Campaign Template. If you select Email action the 'Subject will become the subject of the email
The main body of the campaign template. If you select Email action the Notes will become the body of the message.
Select the parent campaign. This will default to the campaign from which this template was originally created. You change this field to move templates from campaign to campaign.
Specifies the action that will be generated. You can update this field by editing the Dropdown configuration file.
If you select the Auto Email checkbox for Email Actions an email message will be generated automatically on the due date.
Priority specifies the Priority of the Task or Email Generated.
Specify the how the Due Date will be determined for all generated Campaign Tasks.
Due date will reoccur every year.
You can insert rich text into the notes fields be right clicking on any selected text and then selecting font. 
From the Font dialog you can specify font face, style, size, color and effect. The formatting you specify will be retained from from the Campaign Template to any Campaign Task and even to the generated emails. 
You can add attachments to you campaign template. The attachments will be retained from from the Campaign Template to any Campaign Task and even to the generated emails. These can be anything you want to associate to the campaign task. They could include email attachments, telephone scripts, letters, etc... To add an attachment, click the paper clip and then select the<
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Last Modified: 8/23/2008 1:24:00 PM
