Marketing-Dispatch

Marketing : Dispatch

The parameters for dispatch are entered in this tab and dispatch is started. This tab is only active for actions with the status “started”. Dispatch can only be carried out for the selected action type. The following action types are possible:

Form letter: The mail merge is created in MS Word. After pressing the “Start mail merge” button, the transfer data (steuerdatei.txt) is generated, MS Word is started and the “Create mail merge” mode is activated. The generated letter can now be displayed in a preview in the “Mail merge creation” toolbar and all letters can be scrolled through.

Labels: You can print labels in this action type. Use a selection dialog to select an MS Word template file with a table structure. The template files have the dimensions of standard label sheets with 6x2 and 7x2 labels.

Serial mail: The mailings/serial mail functionality of Microsoft Word is used for this action. A Word text containing all the field functions for transferring addresses and salutations is selected as the email template.

Outlook E-Mail: With this action, SalesManager Outlook generates emails in HTML format from a given template (e.g. Word document). Attachments can be sent with this dispatch type. You define the subject of the e-mail in the “Subject line” input field. If you do not enter any text, an error message is displayed when the e-mail is sent.

Web dispatch: SalesManager has interfaces to the CleverReach and SendinBlue newsletter tools. With the “Web dispatch” action, SalesManager generates a list of subscribers and sends this to the corresponding newsletter tool. The email to be sent is created directly in the newsletter tool.