CRM Content Form

The Content form is a single-row form used to modify an existing content record or create a new record.  This form defines the content of a regular mailing.  SQL statements will be used to retrieve the required mailing information from the tables.

 

Navigating To

The Content form is normally opened from the Content menu.  There are two links from the menu that will open the Content form.

Note:  See Content Menu

• Add Record.  Clicking on this link will open a new Content form record.  This link is used when creating a new content.
   
• Update.  Clicking on this link will open the Content form record for the selected title.  This link should be used when making changes to an existing content.

 

Adding Information

The Content form is used for creating or changing the content.  The following fields are on this form.

1. Title/Subject.  Enter a title for the content. This title should be a description of the content and would be similar to the subject of an email.  This is the title that will appear in the drop-down lists and menus.
   
   Suggestion:  Use capitalization format when naming the content.  The Content Title filter is case sensitive, using a consistent capitalization for the name will standardize expected results from the filter.
   
    
2. Description.  Enter a description of the content.
   
   Note:  See Pencil.
   
   Attention:  This field can hold 255 characters.
   
    
3. Content SQL.  Enter the SQL Statement used to pull information from the database for the mailing.
   
   Note:  See SQL Statements and Building Content SQL Statements (Using Clusters).
   
    
4. Content.  Enter the text of the content.  If the item is to be sent directly from e-Services, then enter the text of the e-mail.
   
   Suggestion:  This field can be used to display tasks to be accomplished before the mailing is sent.  This text will be displayed on the Regular Mail Send Menu.  To use this text precede the text with the following tag <ALERT>.  After the text enter the tag <\ALERT>.  For example:  <ALERT>Any text here will be displayed as red text on the Regular Mail Send Menu.<\ALERT>
   
   Note:  See Regular Mail Send Menu.
   
    
5. Default Max Jogs.  Enter the number of times that the client should receive this content.
   
   Suggestion:  You can use jogs at the content level, or you can exclude previous recipients when you send.
   
    
6. Owner Organization.  Select, using the LOV, the organization name that owns this content.  Your organization will be the default entry.
   
   Note:  See LOV.
   
   Suggestion:  The Camera will open the selected organization's snapshot window.
   
    
7. Effective Date From.  Enter the date this content should be available.  The current date is the default entry.
   
   Note:  See LOV (Calendar).
   
    
8. Effective Date To:  Enter the date the content becomes inactive (end-date).  Leave the default date if there is no specific date to end the content.
   
    
9. Add Record/Save Changes.  Click on Add Record/Save Changes button when all of the fields are populated with the desired information.
   
    
10. Don't Save.  Clicking on Don't Save will close the form without saving the information.  The form will close and the previously opened form will be refreshed.
    
    Note:  Any new information entered in the form's field will be lost if the Don't Save button is clicked.

 

Footer Navigation

The following navigation links are located on the footer.

• Regular Mailings Home.  This link will return you to the Content Menu page.
   
• Contact Management Home.  This link will return you to the CRM Home page.

 

Related Items

CRM Overview

CIS Navigation Overview

Content Menu

Regular Mail Send Menu