Functionality
Chose the CAMPAIGN icon on the left toolbar.
If you don`t se the icon you may not have access to this feature, please contact your isave representative.
Select a new activity or make a folder to create several activities in a specific group.
Give the activity (folder) a name and hit the CREATE button.
Here is your first activity. You may administrate this by clicking on the
admin button. (You must roll the mousetip over the star-icon to se the admin button.
Here you can administrate access and upload routines.
Here you can administrate access and upload routines.
Give a name to this action. Chose between a absolute or relative trigger.
Set trigger date for the absolute selection. Chose datalist and select activity owner. Save.
To edit these settings roll your mousetip over the letter icon and click on EDIT.
Click on the letter symbol to ad template or document. (Must be uploaded on the PRINT section). You may also ad other fixed elements that may belong to a campaign ex letters, picture etc.
For more information on the CAMPAGIN module, please contact your isave representative.
