CRM Regular Mailing Send Form

The Regular Mailing Send form is a single-row form used to modify an existing  record or create a new record.  This form defines a mailing by combining  the audience with a content and with the date to be sent.  When the day arrives for the mailing to be sent, it will appear on the Regular Mailing Send menu with a Send link.  The regular mailing send log is not date-tracked. Once an item is sent, the record is locked and cannot be re-edited, although you can resend a mailing.

 

Navigating To

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

Note:  See Regular Mailing Send Menu.

• Add Record.  Clicking on this link will open a new Regular Mailing Send form record.  This link is used when creating a new content.
  
   
• Update.  Clicking on this link will open the Regular Mailing Send  form record for the selected title.  This link should be used when making changes to an existing Regular Mailing Send record.  This link is only available on the To Be Sent records.

 

Adding Information

The Regular Mailing Send form is used for creating or changing a regular mailing.  The following fields are on this form.

1. Regular Mailing Content.  Enter, using the LOV, which Content title is to be mailed.
   
   Note:  See LOV and Camera.
   
    
2. Audience.  Enter, using the LOV, which Content title is to be mailed.
   
    
3. Date To Be Sent.  Enter the date that the mailing is to be sent.  This date determines when the item will automatically display in the send menu.
   
   Note:  See LOV (Calendar).
   
    
4. Goal.  Enter the goal for this mailing.  This goal can be used to benchmark the effectiveness of this mailing.
   
   Note:  See Pencil.
   
   Attention:  This field can hold 255 characters.
   
    
5. Desired Response.  Enter the desired response from the client.  This desired response should be somewhat linked to the goal.
   
   Attention:  This field can hold 255 characters.
   
    
6. Comm Type.  Select, from the drop-down menu, the communication type.  This will either be Mailing or E-Mail.  Mailing will go to an Excel spreadsheet, and e-mail will go to an e-mail form.
   
   Note:  See Drop-Down List.
   
    
7. Exclude Already Received.  Click Yes to Exclude those clients who have already received the Content of this mailing.
   
   Note:  See Radio Buttons.
   
    
8. Date Received Since. Enter the date since the person would have received the mailing. For example, if clients should not be jogged within 30 days, enter a date 30 days prior to the date entered in "Date to Be Sent."
   
   Note:  This field is only used when the Exclude Already Received is selected to Yes.
   
    
9. Exclude International.  Select Yes if the mailing should exclude individuals who are living abroad.
   
    
10. Add Record/Save Changes.  Click on Add Record/Save Changes button when all of the fields are populated with the desired information.
    
     
11. 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.

• Template Comm Menu.  This link will return you to the Regular Mailing Send Menu page.
   
• CRM Home.  This link will return you to the CRM Home page.

 

Related Items

CRM Overview

CIS Navigation Overview

Regular Mailing Send Menu