Loading...

Create a Campaign

Comments

21 comments

  • Tom Meersman

    Hi,

    When you retrieve a project you always get prompted the following: "Do you wish to keep the detail status values, where applicable?"

    When you accidentally click no here, all of the project detail statusses are reset...

    Is there a way to avoid this?

     

    Regards,

    Tom

  • Tom Meersman

    Furthermore, you state "As accounts are added to the database with a city of St.Louis, the Project will automatically update to include them."

    This is not the case, the project is not automatically updated, you have to retrieve the project again, or I am missing something here...

  • Kirsti Robben

    Is the email marketing option available in V19? I get an error because it tries to open a V20 window when I click E-mail marketing settings. Also in V19 there are also Projects in ER&H; is it possible to do mass e-mailing from those as well? 

  • Alex Cartwright

    Kirsti - email marketing is v20 only (although you can see elements of it in later versions of 19.x). However you can mass e-mail from a v19 project under Tasks. One trick - it will look like it is sending one e-mail with everyone in CC, but it isn't. Click Preview to confirm each one, especially if using a template with wildcards.

  • Kirsti Robben

    Thanks Alex, I already found the e-mail option under Tasks; but your remark about previewing is very useful!

    If you cancel a previewed mail, will it continue with the next mail or does it terminate all of the mailing?

  • Alex Cartwright

    Not sure without trying - perhaps you could make a project with a few internal (or personnel) accounts, and test that way?

  • Kirsti Robben

    Thanks, I'll try it with some test accounts.

  • Lori Lee

    Apparently this is only available in 20.7 and higher? I don't see a PROJECTS option from the main menu in 20.6. All I see in 20.6 is Projects(v19). 

  • Alex Cartwright

    I know that at some point they are being re-branded as Campaigns, but as we run on 19.5 I cannot confirm the details.

  • Maggie U.

    Lori, you are correct. v20 Projects is available in version 20.7 and above. Beginning in v20.8, Projects were re-named Campaigns but the functionality remains the same.

  • Tom Meersman

    is it correct that 'add query step', 'add SQL step' and 'add Macro step' is still not available in v20.8L ?

  • Carrie Spalding

    Tom,

    It is not exclusively available in v20.  The functionality is there, but it requires bridging to v19.

     

    -Carrie

  • Tom Meersman

    Carrie,

    Any chance this will be integrated in v20 without bridging? The less we have to bridge, the better :-)

  • Carrie Spalding

    It absolutely will be at some point, but unfortunately it's not on the plan in the near future.  Sorry!

    --Carrie

  • Martha Hier

    Hi 

     

    It's been over a year now. Is there a way add query steps without bridging to v19.

  • Carrie Spalding

    Martha,

    I requested an update from Product Management, and it is actively being worked on, but we do not have a set release date yet.

    Thank you!

    --Carrie

  • Michaela Dwyer

    Hi

    Is there a way add query steps without bridging to v19? 

  • Ryan Canny

    Hi Michaela - Bridging to v19 is the only way you can add query steps at this time. We will be sure to update this thread when Development has plans to implement this feature in v20. 

    Thanks,

    Ryan

     

  • Sean Tame

    Hi Ryan,

    Are you aware of the bugs with the bridging to v19 to add Query Steps?

    I have found on pretty much all versions that the first query you add is numbered 2 and the second query you add is numbered 4 and the 'Add, Keep Only, Remove' radio buttons are all greyed out and stuck on Add (this is always the default option for step 1 but not subsequent steps).

    We are forced to create all steps as 'Add' and then Edit the campaign in v19 to amend the steps accordingly - very frustrating.

  • Ryan Canny

    Hi Sean,

    I was not aware of this so thanks for bringing to my attention.  I just tested all versions and found the same inconsistencies with the first query step showing 2 instead of 1 (will enter a case for this). However, the second query is showing step 3 and not 4. The second issue with the 'Add, Keep Only, Remove' radio buttons being greyed out and stuck on Add has been fixed as part of a previous customer case a few weeks back. This change went into 20.94 F and 20.93 J service packs.

    Thanks,

    Ryan

  • Sean Tame

    Thanks Ryan,

    good to hear.

Please sign in to leave a comment.