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Has anyone used the marketing campaign function in BCM2007? I was testing it
for a scenario of generating mailing labels to send something to a select
group of business contacts (set up as "Direct Mail Print", recipients chosen
by a filter on Categories field, "Word Mail Merge" to word document set up
for appropriate label size). I got the mail merge to work, got the
appropriate labels printed no problem ... but the tracking function of the
"marketing campaign" didn't work properly. For some reason after "Launching"
and printing the labels ... it lost the list of people it sent it to except
for the LAST mailing label on each printed page. There were 5 pages of
labels generated, so was left with only 5 contacts showing that they got sent
this "campaign". This tracking is useful because it lists in the Bus.
Contact History (so you can see later who was part of what campaigns).
It seems like maybe the campaign type i selected wanted each recipient to
get a "page" of mailing ... so therefore that's what it tracked (maybe?). It
would make sense to use the "Printed Flyer" campaign type, but oddly that one
does not let you select a recipient list (thus no mail merge, thus no labels
generated). It seems like the options for this are a bit funky.
Thoughts or suggestions?
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Chris, Is this still a problem? If so, please describe exactly the
steps you took, including the selections you made in each of the 5
sections in the Marketing Campaign form. What did you expect to
happen, and what did actually happen?
The more detail you provide, the more accurately we can figure out
what may have gone wrong.
Thanks, Chris
This posting is provided "AS IS" with no warranties, and confers no
rights.
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Thanks for checking in ...
here are my steps:
1. New marketing campaign named "Test"
2. Campaign Type = Direct Mail Print
3. Start data/end date both set as none to keep it simple, doesn't seem to
effect results.
4. Picking "new list" for "who will see it" ... using a quick custom
filter (based on a Category value) to select who is getting it. Results in
132 recipients.
5. Word Mail Merge for "how they get it"
6. "What they get" is referencing a Word file called labels.docx. The file
is blank, 1 page, pre set up for an Avery mailing label (2 labels wide by 10
tall).
7. Launch.
8. Word opens with the mail merge wizard running. i select an Address
Block and click "update all labels" to replicate on all labels.
9. Clicking Next gets me a preview of the labels, which look fine.
10. Next gets me to complete the merge, where i print the labels (Print
"All" records).
11. 7 pages of labels print out. perfect, all 132 recipients.
12. Returning to the marketing campaign, it is showing it being executed.
if i click on "Track", it now is listing 7 recipients only (instead of 132).
Amazingly enough, these 7 people listed correspond to the last label on each
of the 7 pages of labels that printed out.
Ultimately, what we are trying to do is more of a "Printed Flyer" type of
campaign. We really just want to something (via mail) to a group of people,
use BCM to generate the mailing label to put on the envelope, and then track
who all got it. However, when you select "printed flyer", you don't have the
option to pick recipients or use any form of mail merge ("Other" is the only
delivery option) or anything to generate labels.
I think when using "Direct Mail Print" it is expecting each recipient to get
a page of something. Thus, when it completes 1 page of something in the mail
merge it then registers this last recipient as having recieved the campaign.
One workaround i have found is to do 2 Campaigns. 1 to actually generate
the labels which gets deleted after the labels are ready (following the steps
above). the 2nd is to track it for historical purposes (shows up in Contact
history,etc). the 2nd one is also a direct mail print, but it mail merges to
a full page document (just some dummy file with nothing in it). instead of
actually printing it out after the merge, just print to a PDF so you can just
delete it -- but it still registers it as being executed this way. now all
132 recipients are listed in tracking/history.
Unless there is some other way around it now, it would seem that either
Direct Mail Print would need to be revised slightly to understand merging to
labels ---- or Printed Flyer would need to be revised to allow a mail merge
type delivery that understands multiple recipients per page. Or, nothing
could be done and we just have to use a the workaround to get the right
results.
Hope that makes sense! I appreciate your help!
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Hello,
I am experiencing a similar problem.
This is what's happening:
1. Select Marketing Campaigns & Marketing Tab
2. New Campaign
3. Select: under 3. Delivery method, Word mail Merge
3b. Launch
4. Go through all the steps using the Mail Merge Wizrd
5. Results: Properly merges, creates a list of merged names
6. Does not indicate 'Yes" under Executed on the Marketing Campaigns Home
screen
With email merge, 'Yes' is indicated under the Executed column and a History
is created for each contact.
Bob Heiney
"Chris Miller" wrote:
[Quoted Text] > Has anyone used the marketing campaign function in BCM2007? I was testing it
> for a scenario of generating mailing labels to send something to a select
> group of business contacts (set up as "Direct Mail Print", recipients chosen
> by a filter on Categories field, "Word Mail Merge" to word document set up
> for appropriate label size). I got the mail merge to work, got the
> appropriate labels printed no problem ... but the tracking function of the
> "marketing campaign" didn't work properly. For some reason after "Launching"
> and printing the labels ... it lost the list of people it sent it to except
> for the LAST mailing label on each printed page. There were 5 pages of
> labels generated, so was left with only 5 contacts showing that they got sent
> this "campaign". This tracking is useful because it lists in the Bus.
> Contact History (so you can see later who was part of what campaigns).
>
> It seems like maybe the campaign type i selected wanted each recipient to
> get a "page" of mailing ... so therefore that's what it tracked (maybe?). It
> would make sense to use the "Printed Flyer" campaign type, but oddly that one
> does not let you select a recipient list (thus no mail merge, thus no labels
> generated). It seems like the options for this are a bit funky.
>
> Thoughts or suggestions?
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