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These PDFs can be individualized using placeholders, similar to billing documents. In addition to the individual salutations and addresses of the recipients, you can also define the content and properties of the header, sender and footer lines, font type and size as well as the position of your company logo, add tables and text blocks and insert placeholders into the documents. The placeholders used for this are automatically replaced by the corresponding data when the documents are output, e.g. customer name and address as well as individualized text modules that are maintained in your customer database. We recommend creating and editing the document layouts with OpenOffice.
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You can create the document layouts for campaigns in exactly the same way as the layouts for billing documents. You can find instructions here.
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Set up a campaign
Select Sales > Campaigns in the menu. A table opens with an overview of all campaigns created so far.
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The e-mail addresses of your selected contacts are automatically taken from the contact management.
You can use the From (name) and From (e-mail) fields to define which sender data is displayed to the recipient. For example, you can enter a sender such as info@gesellschaft.com. The recipient of the reply can differ from the sender of the campaign. Enter the recipient address in the Reply to field.
Enter a subject for the e-mail. No placeholders can be inserted in the subject.
Specify the text for your e-mail. Here you can add as many placeholders as you like, which will be filled in on a customer-specific basis.
Select your attachments. Placeholders are filled in automatically and the odt file is converted into a PDF. Further information under Voucher Document layouts.
You can send yourself one or more test e-mails to your own e-mail address. These will be displayed in the same way as your customers receive the e-mail. Click on Send test e-mail, select the customers whose campaign e-mail you would like to test from the following table and click on Send test e-mail(s). You will receive the e-mail at the user e-mail address you have stored with Scopevisio.
Click on Send campaign to finally send the e-mail to your customers.
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Tip: Add the placeholder $unsubscribe link to the end of your text. The recipient will then receive the link: Please click here to unsubscribe from the e-mail distribution list. You can see whether a contact has unsubscribed from the newsletter in contact management in the Communication business object in the Unsubscribed from campaigns data field. This contact will no longer be included in future campaigns. See also Email tracking, Logo and Unsubscribe link
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Generate CleverReach campaign
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