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Workflow
Blog Post:
The Programmatic Refresh of Meta Data using COM ASP API
Jeff Richards
This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2) The display of the old style workflow configuration screen that governs the marketing workflow Background The existing workflow rules for the marketing tables (Campaigns, Waves and WaveItems) are actually...
on
9 Jun 2009
Blog Post:
Checking Progress in Mass Emails
Jeff Richards
In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people with the address City 'Reading'. In the...
on
13 Sep 2007
Blog Post:
Capturing data using different Key Attribute EntryTypes and Data Categories
Jeff Richards
The ability to define additional Key Attributes as way of capturing extra data in outbound calls and for ad hoc purposes, is one of the most useful aspects of the marketing features in Sage CRM. But it may also require considerable thought in how to design the categories that are used to 'ask the...
on
19 Aug 2010
Blog Post:
Adding a Clone Campaign button to Sage CRM using ASP COM API
Jeff Richards
Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...
on
10 Feb 2009
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
Blog Post:
Customizing campaigns and marketing features
Jeff Richards
Sage CRM out of the box provides users with a very useful set of marketing or campaign management features. Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu. In the image above you can see...
on
19 Aug 2014
Blog Post:
Graphical Workflow for Marketing
Jeff Richards
In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
on
20 Aug 2014
Blog Post:
Campaign Activities, External Mail Merge and Telesales
Jeff Richards
In this article I am going to discuss how you can add an External Mail Merge and External Telesales calls as a campaign activity. The best place to start is at the beginning so I shall put the usage of the External marketing activities in the context of the set up of a simple Campaign. Once...
on
21 Aug 2014
Blog Post:
Campaign Activities: Internal Mail Merge and Telesales
Jeff Richards
In this article I want to consider how to you can add Internal Mail Merge and Telesales as an activity within a campaign. I have made the assumption that you are working with graphical Campaign and Marketing workflows. If you are not familiar with the set up of graphical workflow for the marketing...
on
22 Aug 2014
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
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28 Mar 2024
Blog Post:
An approach to recording completed marketing communications sent by an external system
Jeff Richards
A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
on
29 Sep 2016