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Maximizer CRM 12
User’s Guide
Activities in Automated Campaign Templates
An automated campaign template determines the actions that occur
during a campaign. The campaign template sets out in precise terms
which activities to use and when to send the campaign media (email
messages, faxes, or printed documents). You can schedule as many
activities in a campaign template as you need.
When adding activities to a campaign template, you will need to
plan some details ahead of time, including the following:
•
How many email messages, faxes, or printed documents you
want to send.
•
Which file types to use for the campaign activity.
•
How many days after the campaign is launched that the
campaign message is sent.
Create an Automated Campaign Template
Once you have a plan worked out, you can create an automated
campaign template.
 The Automated Campaign Templates dialog box opens.
 Click Add to add a new template.
 Choose whether you are creating an entirely new campaign
template or one that is based on an existing campaign template.
If you choose to base the new campaign template on an existing
campaign template, Maximizer copies the content of the
existing campaign template into your new campaign template.