Add a campaign action

You add the campaign actions. You can add various campaign actions to a campaign. You use a campaign action, for example to send a mailing.

To add a campaign action:

  1. Go to: CRM / Campaign management / Campaign.
  2. Open the properties of the campaign..
  3. Go to the tab: Campaign actions.
  4. Click on: New.
  5. Complete the fields.

    If applicable, select another campaign action to copy the selection from. In this case, the selection will not be regenerated, but is copied literally from the selected campaign action. You can then go to the Contacts tab of the campaign action to manually (un)link contacts.

    When you generate the campaign action, Profit determines the variable costs of the action (number of contact persons x costs per unit).

  6. Click on: Finish.

Directly to

  1. Configure a campaign
  2. Set the dossier item type
  3. Determine the target group
  4. Add a campaign
  5. Add a campaign action
  6. Link a target group to an action
  7. Generate a campaign action
  8. Estimate campaign costs