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How do I add contacts to a marketing campaign?

Overview

Any contacts you want to add to a mailing list of a marketing campaign must be registered as users in your system and linked to a business partner.

If you want to add business partners to the mailing list of a marketing campaign, you first have to add a user to their entry.

General Note:
For contacts (users or business partners) to be added to the mailing list of the marketing campaign, an address in the business partner entry must be set as Standard Invoice Address.

Steps

Add Contacts

a) Contacts from Business Partners

  1. Open “Business Partner” from the menu.
  2. From the list view, select the business partners you want to add as contacts to your marketing campaign.
  3. Start the quick action “Kontakte der gefilterten Geschäftspartner in Kampagne” (Add contacts of the filtered business partners to campaign). A new window opens up.

    Note: You will also find this action in the actions menu in both the list view and the detailed view of an entry.

b) Contacts from Users

  1. Open “User” from the menu.
  2. From the list view, select the users you want to add as contacts to your marketing campaign.
  3. Start the quick action “Kontaktperson aus Nutzer” (Add contact from user). A new window opens up.

    Note: You will also find this action in the actions menu in both the list view and the detailed view of an entry.

Select a Marketing Campaign

  1. In the field MKTG_Campaign enter a part of the marketing campaign and click on one of the results.

    Note 1: Hit SPACE to see all available marketing campaigns.

    Note 2: Select one of the shown options with the mouse or .

  2. Click “Start” to close the window and add the contacts to the marketing campaign.

Note: You will find the contacts in the record tab “Kontaktperson” (Contact) at the bottom of the page of the respective marketing campaign’s entry under “Marketing Campaign” in the menu.

Example


Zur Quelldatei auf github.com