CRM Content Menu

The Content Menu will display a list of created content titles.  Only the contents that you have access to, dependent upon your department, will be displayed.  A content filter can be used to search for a particular title.  The contents can be viewed, updated or a new one defined.

 

Navigating To

The Content menu is navigated to from the CRM home page.  The link is within the Communications Processes section under Regular Mailings.

• WHAT: Identify or Create Content.  Clicking on this link will open the Content menu.

 

Content Filter

The Content filter can be used to reduce the number of titles or select a specific content title on the menu.  The filter is located at the top center of the page.

1. Filter by Content Title.  This field is where the desired content title is entered.  A specific title can be entered, or a partial title can be entered with a wild card. 
    

• Using Wild Cards.  The "%" is the wild card used for the Content Title filter.  For example, we want to search for contents that include Seniors.  Enter "%Senior%" in the content filter.  Then click on FIND.  The result will be all of the titles that have the word "Senior".
  
  Note:  The search is case sensitive.  In other words, if the entry was "%senior%", it would only show those content titles with "senior" all in lower case.  In most cases the title is in small caps.

 

Add Record

The Add Record link is used to open the Content form.  This form is used to create a new content title.

Note:  See Content Form.

 

View

The View link is used to view the information regarding the selected title.  Clicking on View will display the following:

1. Templatecontent ID.  This is the record number for the content record.
   
    
2. Title.  This is a descriptive title given for the content record such as the e-mail subject.
   
    
3. Text.  This is the text of the communication such as the body of the e-mail.
   
    
4. Description.  This is the description of the communication.
   
   Note:  This is optional, if the title is descriptive enough.
   
    
5. Content SQL.  This is the SQL Statement used to pull information from the database for the mailing.
   
   Note:  All SELECT clusters are within the curly brackets.
   
    
6. Link To AV.  This is the file path of any AV associated with the communication, such as an audio e-mail.
   
    
7. Owner Organization.  This is the record ID of the organization that owns this content.
   
    
8. Default Max Jogs.  This is the max number of mailings, of this content, that a client should receive.
   
    
9. Date From.  This is the date that the content became active.
   
    
10. Date To.  This is the end-date (record will no longer be active) for the content.
    
     
11. Date Created.  This is the date the content record was created.
    
     
12. Created By.  This is the name of the person who created the content record.
    
     
13. Date Modified.  This is the date that the content record was last modified.
    
     
14. Modified By:  This is the name of the person who made the last modification to the content record.

 

Update

The Update link is used to make changes to an existing content record.  Clicking on the Update link will open the Content form for this content title.

Note:  See Content Form.

 

Expire

The Expire link is used when the content is no longer to be used.  When clicking on Expire, the Date To field is populated with the current date.  The content will no longer be active.  The content is not removed from the database.

 

Related Items

CRM Overview

Content Form