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Create a one-off marketing campaign in Kitomba

Bridie Harding
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These are one off campaigns, ie special offers, mothers day etc.

  • Name the Campaign.
  • Decide When to send
  • Decide Who to send it to, either All Customers or a list of customers you have created using the Reports tab. Lists are stored under Lists in the Admin Tab. 
  • Decide What message template to send.
  • Decide How to send, Add items from list on the right.

Go to the admin tab.

kitomba_tabs_admin.png

 

Select Campaign marketing from the right hand list

campaign.png

Click create

create.png

Enter in the Name of the Campaign

When

Enter the date and time when you want this to be sent.

Who

Select who you want to send this campaign to from the drop down box. This shows a list of customers that you have created using the Customer list feature in the Reports tab.
Lists are stored under Lists in the Admin tab.

What

Decide which message template to send. 

How

Decide how you want to send this campaign. Select these from the list on the right of this section.

screenshot1.png
 
In the example above this campaign will go to all customers who have text as their preferred option of contact.
 
Once you have entered all the criteria you need to select Save. 
 
A pop up window will summarise the campaign activity should you proceed with the save. If you wish to go back and adjust your settings click the Go back button..
 
save-confirm-campaign.png
 
 

NOTE: Post messages

If you have selected Post as one of the delivery methods you will need to print these messages (or mailing labels). Go to the Reports tab and click on one of the following reports to do this:

  • Messages for Printing (1 per page) - prints one postal message per page with the clients address located correctly for a standard window envelope.

  • Messages for Printing (3 per page) - prints three postal messages per page in a post card format (three post cards to one A4 sheet). If using this format, message should be a suitable length to fit in the space available.

  • Mailing Labels - Messages - prints a mailing label for each customer receiving a postal message that is suitable for a variety of postal items. 

 

 

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