Horizon Online Support

How to process/manage your marketing campaign?

 

Emailing Your Campaign

Before sending the email to a large group of customers it is important to send it to a small sample to ensure that the links and format of the email look good.

Note: The test email must be sent to someone outside the building and not someone internally as the images may not be recognized when you open the email.

Select the Campaign you wish to process and then select the 'Process' button. You will then be presented with the 'Campaign Process' screen.

Select the action to 'Email', you are also offered the options of sending straight out via Horizon or using Outlook.

If you wish to send out the marketing email via outlook tick the 'Use Outlook' option otherwise the emails will be sent out through Horizon.

Note: Using Outlook has better traceability as a copy of the email is stored in your Outlook Sent folder.

Press 'Go' to process your campaign.

Once the email shot has been processed it will move the campaign into the 'Processed' section. Unless you've unticked the 'Mark As Processed' option on the 'Campaign Process' screen.

Creating Labels From Your Campaign

Select the Campaign you wish to process and then select the 'Process' button. You will then be presented with the 'Campaign Process' screen.

Select the action to 'Labels'.

The drop down box will then be activated for you to select the type of labels that you are using so they get printed off in the correct format.

Press 'Go' to process your campaign.

Once the labels have been created it will move the campaign into the 'Processed' section. Unless you've unticked the 'Mark As Processed' option on the 'Campaign Process' screen.

Exporting The List Of Customers From Your Campaign

Select the Campaign you wish to process and then select the 'Process' button. You will then be presented with the 'Campaign Process' screen.

Select the action to 'Labels'.

The drop down box will then be activated for you to select the type of labels that you are using so they get printed off in the correct format.

Press 'Go' to process your campaign.

Once the labels have been created it will move the campaign into the 'Processed' section. Unless you've unticked the 'Mark As Processed' option on the 'Campaign Process' screen.

Creating Automatic Calls For A Campaign

Select the Campaign you wish to process and then select the 'Process' button. You will then be presented with the 'Campaign Process' screen.

Select the action to 'Add Calls'.

This will then activate the 'Calls' Section.

Select the Default User, to the main contact on the system you wish the Calls to be created for.

If you tick the option for 'Use Account Manager Where Present' it will then create the call for the Contact as the Account Manager, if there isn't one set it will create it for the Default User.

Once created these calls will be visible in the Call Manager screen and also on the Trader's Call overlay tab.

Using Calls To Manage Your Campaign

Once you have emailed out your marketing campaign you may want to follow this up with a campaign of telesales or you may be just interested in finding out who doesn't buy something and then following up with a telephone campaign.

From Horizon we are able to see who has opened an email. If we know who has opened the email we may want to follow this up with a phone and create some automatic calls via the call manager to aid with the call management.

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