Setting up a campaign 1

[robpetterson]

Hi there,

I'm having a bit of trouble about the best way to approach setting up a mail-out campaign from an existing set of data.

I want to include the 'jewellers' field from all records and want to exclude 'wembley', 'southall', 'london', 'luton' - which are all cities, from all records.

I want to send out a max of 150 mailers per week from my filtered results (which will be around 1500 filtered records).

Once the 150 mailers have been delivered, I want to do a follow-up call in GM.

I need to mark records that have had a mailer/ or and or a follow-up call.

What's the best way to do all this?

Thanks in advance,

Rob

 

[RobColborne]

Use groups, this can give you easy access to a fixed list of the contacts that you have sent the mailer to. You can build a group from your initial filter and also you can use use groups to build one based on the existence of a pending and/or completed follow up call.

 

[robpetterson]

ok, I've managed to set up a filter and now have 1426 contacts in it.

I'd like to set up 9 groups called: oct1,oct2,nov1,nov2,jan2,feb1,feb2,mar1,mar2 - with 160 contacts in each.

How do I create these and drop 160 into each group?

Thanks,

Rob

 

[robpetterson]

Can anyone help show me how to add contacts from my filter into groups that I've created?

 

[RobColborne]

Once you have a filter click on the Groups tab from the Filter and Groups dialogue.

Right-click in the Group list, under the heading 'Group Name' and select New from the menu.

Enter a name for the group and something in the code field, e.g. date

When the build group wizard appears, select Filtered Records and use your filter to build a group.

This will add the contacts from your filter into the group. This list is static, so if any contacts get added to you database that match your filter criteria your group will not change. This means you will also know who was included in the mail-out campaign.

 

[robpetterson]

I'd like to be able in my filtering process to only have contacts that have a certain Result (from the 'History' tab, 'Result' column) in the main client record.
When I'm in the Filter creation process, on the Build Tab, I can't see the field for 'Result' in the Field Name drop down list to select.

Any ideas?

 

[RobColborne]

If you wish to build on history you need to select 'Completed history activities'

 

[robpetterson]

You said: select 'Completed history activities'

I can't see that anywhere in the drop down list in the Build tab.

Sorry for being a thicky.

 

[robpetterson]

Any Ideas to last post?

 

[robpetterson]

Can someone pleeeeeeease help me on how to filter only a particular value from The Result Code field under Complete an Activity screen?

I'm really stuck here.
any step by step help would really be appreciated.


Rob

 

[groundedagain]

Your best bet would be build a group GoldMine makes this very easy as you can build a group based on history

Alternatively build an SQL query and then from this build a group.

What is your full version of GoldMine? GM6.7 makes this really easy

This will also work.

Select contact from contact1,conthist
where contact1.accountno=conthist.accountno and conthist.resultcode='your_code'

HTH



Jason Wienert
Brisbane, Australia

http://www.centralcity.com.au

GoldMine, Avaya, ACCPAC CRM

 

[RobColborne]

Try the following to build a group

1. Go to the Lookup Menu select Filters
2. Click on Groups tab and create a new group by right-clicking in the white area.
3. On the Group Building wizard Select 'Completed history activities', click Next
4. Specify the date range that the activities you are searching for, specify the Activity code, specify the Result code and finally specify the activitty type. Or you can leave blank.

This will check all contact records for the existence of a record on the history tab matching this criteria. The next step allows you to specify other specific filters.

8. Enter sort field and reference for the group.

Under Filter Expr you can further limit the criteria for the history records to check, e.g. entering
("SALES LETTER" $ upper(conthist->ref))
will check the reference field and only return those that contains "Sales Letter".

Click next and Finish to build your group

If not you can use jasonwienert suggetion by building an SQL query, just click on the SQL Query tab and paste his query above and execute. Then build a group based but select 'SQL Query records'.

Hope this helps...

 

[robpetterson]

Thanks Rob and Jason.

I have finally got it sorted out, thanks to your help.

Many Thanks,

Rob