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Managing Marketing Lists and Campaigns

This job aid contains instructions related to managing marketing lists and campaigns in MYOB Acumatica.

Creating a Static Marketing List

  1. Open the Marketing Lists (CR204000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2.  On the form toolbar, click Add New Record and in the Summary area, do the following:
    1. In the Marketing List ID box, specify the identifier of the marketing list.
    2. In the List Name box, type the name of the marketing list.
    3. In the Status box, select Active to make the list active in the system.
    4. If needed, in the Workgroup box, select the workgroup that owns this marketing list.
    5. If needed, in the Owner box, select the employee responsible for this marketing list.
  3. On the form toolbar, click Save.

 

Creating a Dynamic Marketing List

  1. Open the Marketing Lists (CR204000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record and in the Summary area, do the following:
    1. In the Marketing List ID box, specify the identifier of the marketing list.
    2. In the List Name box, type the name of the marketing list.
    3. In the Status box, select Active to make the list active in the system.
    4. If needed, in the Workgroup box, select the workgroup that owns this marketing list.
    5. If needed, in the Owner box, select the employee responsible for this marketing list.
  3. On the form toolbar, click Convert to Dynamic List.
  4. In the Generic Inquiry box of the Summary area, specify a generic inquiry form that lists contact records, and in the Shared Filter box, select a shared filter that is available for the specified inquiry form.
  5. On the form toolbar, click Save.

 

Adding Members to a Static Marketing List

  1. Open the Marketing Lists (CR2040PL) form.
  2. In the table, click the static marketing list that you want to populate with members. The Marketing Lists (CR204000) form opens.
  3. On the List Members tab, you can add members in any of the following ways:
    1. On the table toolbar, click Add Row.
    2. In the new row of the table, do the following:
      1. In the Member Name column, select the name of a member that you want to add to the marketing list from the lookup table.
      2. The system adds a row with the member's data to the table. On the form toolbar, click Save.
      3. On the table toolbar, click Add Members > Add from Generic Inquiry.
    3. In the Add Members dialog box, which opens, do the following:
      1. In the Generic Inquiry box, specify a generic inquiry form that you want to use as a source for the marketing list members.
      2. If needed, in the Shared Filter box, select a shared filter that is available for the specified generic inquiry form.
    4. Click Add.
  4. On the table toolbar, click Add Members > Add from Marketing Lists. In the Add Members from Marketing Lists dialog box, which opens, do the following:
    1. Select the unlabeled check box for any number of rows with marketing lists that you want to use as a source for the marketing list members.
    2. Click Add.
  5. On the table toolbar, click Add Members > Add from Campaigns. In the Add Members from Campaigns dialog box, which opens, do the following:
    1. Select the unlabeled check box for any number of rows with marketing campaigns that you want to use as a source for the marketing list members.
    2. Click Add.

 

Creating a Marketing Campaign

  1. Open the Marketing Campaigns (CR202000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record, and in the Summary area of the form, do the following:
    1. In the Campaign Name text box, type the name of the campaign.
    2. In the Campaign Class box, select a campaign class.
    3. In the Stage box, select Planning if you are preparing a new campaign or Execution if you are entering information about an ongoing campaign.
    4. If needed, in the Owner box, select employee responsible for the campaign.
  3. On the Campaign Details tab, specify the campaign properties as follows:
    1. In the Start Date box, specify the start date of the campaign.
    2. If needed, in the End Date box, specify the end date of the campaign.
    3. If needed, in the Workgroup box, select the responsible workgroup to which the campaign belongs.
    4. If needed, in the Expected Response box, specify the number of responses to the campaign that you anticipate.
    5. If needed, in the Planned Budget box, specify the budget that you intend to spend on the campaign.
    6. If needed, in the Expected Return box, specify the return that you expect because of the campaign.
    7. If needed, in the Promo Code box, type the promotion code used in the campaign.
    8. If needed, select the project associated with the campaign in the Project ID box.
    9.  If you select the project in the Project ID box, select the project task in the Project Task ID box.
  4. On the form toolbar, click Save.

 

Adding Members to a Campaign

  1. Open the Marketing Campaigns (CR2020PL) form.
  2. In the table, click the campaign for which you want to specify a list of members. The Marketing Campaigns (CR202000) form opens.
  3. On the Members tab, add members to the list of campaign members in any of the following ways:
    1. On the table toolbar, click Add Row.
    2. In the Member Name column, select the name of member. The system adds a row with the member's data to the table.
    3. On the form toolbar, click Save.
  4. On the table toolbar, click Load Records from File.
    1. In the window that opens, find the .xls file with the list of campaign members and select it to upload.
    2. In the Common Settings dialog box, which opens, leave the default values and click OK.
    3. In the Columns dialog box, which opens, leave the default values and click OK.
    4. On the form toolbar, click Save.
  5. On the Marketing Lists tab, add multiple members to the marketing campaign from the marketing list, as follows:
    1. In the Selected column, select the check box for any number of rows with marketing lists that you want to use as a source of marketing campaign members.
    2. On the form toolbar, click Save.
    3. In the Confirmation dialog box, which opens, click Update to update the campaign members. The system automatically copies the members of the selected marketing lists to the list of members on the Members tab.

 

Sending a Mass Email

  1. Open the Mass Emails (CR308000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record and on the Summary tab, do the following:
    1. In the From box, select the system email address that will send the mass email.
    2. In the Subject box, type the subject of the mass email.
    3. In the Source box, select the source of the information about email recipients that you will use for this mass mail.
    4. In the Planned box, select the date when you plan to send this mass mail.
    5. In the Status box, select Prepared if the mass email is ready to be sent or On Hold if you plan to edit it sometime later before sending it.
  3. In the text editor area, type the message that you want to mass email.
  4. Do one of the following:
    1. If you selected Marketing Lists in the Source box, on the Marketing List tab, select the unlabeled check box for each marketing list whose members should receive the mass email.
    2. If you selected Campaigns in the Source box, on the Campaigns tab, select the unlabeled check box for each campaign whose members should receive the mass email.
    3. If you selected Leads/Contacts/Employees in the Source box, on the Leads/Contacts/Employees tab, select leads, contacts, business accounts, or employees who should receive the mass email.
  5. On the form toolbar, click Preview Message.
  6. In the Preview Message dialog box, which opens, specify the test email addresses that the system will use to send a message and click OK.

    The system shows the prepared message on the Email Activity (CR306015) form, which opens in a pop-up window.

  7. On the form toolbar, click Send.
    The system sends the message and closes the window with the Email Activity form.

  8. Open the Messages tab.

    1. In the table, the system has added a row that has the settings of the test massage.

    2. In the Mail Status box, notice the Pending Processing status of the message.

    3. As soon as the system delivers the test email to the test email address, it changes the status to Processed.

  9. If the system successfully delivers the test message and assigns the Processed status, click Send on the form toolbar to send the mass email to the recipients.