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  1. #1
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    Marketing Campaign (Outlook 2007)

    I am using Outlook 2007 with Business Contact Manager and would like to publish a marketing campaign to my customers.

    In Outlook I went to “New”, “Distribution List” and created a list of names and e-mail addresses. This list shows up under “Contacts” button in lower left corner of the screen.

    When I click on “Business Contact Manger” button on the menu bar, then open “Marketing Campaigns” I get a window to start creating the campaign.
    The # 2. “Who will see it?”, “Create a list”, “Select from these options”, (All Accounts, All Business Contacts and Leads, All Business Contacts, All Leads, Search Folder…, Existing Campaigns, and New List….

    None of which allow me access to the above Distribution List. Is there any why of using the Distribution List for the e-mail campaign or do I have to create separate contacts for each customer?

    Any other tips or tricks to using the Marketing Campaign would be greatly appreciated.

    Really glad the Lounge is running again - Missed the knowledge rush.

    Thanks,
    Richard Spring

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    Re: Marketing Campaign (Outlook 2007)

    Richard,When you created your distribution list, did you assign all the same category? I ask this, because when you set up a new marketing campaign you will notice that your choices of whom to send it to are limited. What I did was to choose from section 2 "New List", then choose advanced filter then under "field name" choose "category", then under the "comparison" choose "Equals", then under "compare to" type in the name of your category for this campaign and click OK. you should then see the number of people in the "total in list" field.

    Let me know how it goes
    Thanks John
    Teamwork is essential; it gives the enemy other people to shoot at. (Murphy's War Laws #39)

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    Re: Marketing Campaign (Outlook 2007)

    John, the distribution list I created is located in contact’s area by clicking the button on the lower left corner of the Outlook screen.
    It shows the current view as “business card” and the list is indicated by title “Vegas” group.

    The Vegas Distribution list it self consists of a title “Vegas”, a column for name, and a column for email address.
    To add I click on “Add New Member” on the ribbon. It asks for “Display Name:”, “Email address:”, “Email type:” and “Internet Format:” dropdown.
    Also a check box for “Add to Contacts”.

    I am not sure I understand what you said about “did you assign all the same category?”

    I followed your instructions above and with the following results:
    #2. dropdown became “Custom List”, but the “Total in List” remained zero.

    Any other suggestions?
    Richard Spring

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    Re: Marketing Campaign (Outlook 2007)

    Edited by HansV to crop very large screenshot.

    Ok, I think I need to back up a bit here. You cannot create a distribution list while in either the Accounts section or the Business Contacts section of the BCM. Therefore the distribution list needs to be created in the Contacts folder, then you can copy it to the BCM if you want to however it is not necessary to do so for doing a Marketing Campaign.
    When you create a contact whether in the main contacts list or in the BCM you should create a category for that contact. To do so open up an existing contact then from the ribbon select "Categorize" You can add a lot of categories, and contacts can have multiple categories. For this case I would create a new category and name it Vegas for your entire distribution list.
    Now to create a campaign, from the New menu select Marketing Campaign. In section 2 of the Untitled Marketing Campaign where it says "Who will see it", from the drop down menu choose "New List". that will bring up another window that has three tabs on it: Simple Filter, Advanced Filter, and Review Results. Select Advanced Filter. Now you should be looking at a window that has the same three tabs, only it will now ask you for filtering information.
    "Grouping" no need to do anything in there, next is "Field Name" from that drop down choose "Category" next is "Comparison" in there choose "Equals", next is "Compare To" in that box type in "Vegas" or however you worded your category, then click Ok.
    After you click on OK you should be back at the main Marketing Campaign window, and again in section 2 you should now see the number of contacts that the campaign will be sent to. You can also review that list and either uncheck someone, or add someone else to that list. Finish steps 3, and 4, and in section 5 when you are ready click launch and away you go.
    I sure hope this helps.
    Attached Images Attached Images
    Thanks John
    Teamwork is essential; it gives the enemy other people to shoot at. (Murphy's War Laws #39)

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    Re: Marketing Campaign (Outlook 2007)

    I have decided to use BCM to create my Business Contacts database instead of the distribution list.
    I started to populate the Business Contacts and when I went to Marketing Campaign the list did show up under section 2.

    That problem being finished I would like to modify the Contacts form to adjust to my specific needs.

    Under Business Contact form, I pushed Customize Form button which opened a window titled: Business Contact – Manage User-Defined Fields.
    I could add new Groups and Fields which worked okay. The new Groups and Fields were inserted at the bottom of the form, but were only single line entry fields.

    Using this method is it possible to show a multi-line field with say four or five lines? How could I add a small “product, qty, price, date” spreadsheet?

    I know using the Developer button on the ribbon I can create a custom form, but my skill level is low in this subject.
    Are there any tutorials on the web to show me how to make a custom form?

    I appreciate all the help.
    Richard Spring

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    Re: Marketing Campaign (Outlook 2007)

    Glad yo hear you got it to work. Thanks for posting back.
    As for the forms, all I have done is basically what you did and like you that was trial and error. I really have looked for any tutorials on what you want to do.
    Thanks John
    Teamwork is essential; it gives the enemy other people to shoot at. (Murphy's War Laws #39)

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    Re: Marketing Campaign (Outlook 2007)

    I did some searching myself and found a Google Group “microsoft.public.outlook.bcm” that gave some detailed instructions on modifying a Contact form.
    However it strongly cautioned that customizing your form could cause it to act strangely.
    I’m wondering if someone has attempted this or similar and with what results?

    I am a little hesitant to try it because “a little knowledge is a dangerous thing”. <img src=/S/yep.gif border=0 alt=yep width=15 height=15>

    Perhaps one should leave it alone and hope the great MS maker in the Pacific Northwest will modify it when the next service package is released.

    Thank you for your assistance.
    Richard Spring

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