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Marketing Campaign
Create a new Marketing Campaign On the Business Contact Manager menu, click Marketing Campaign, and then click New to complete the form with details about your Marketing Campaign. Note If you have created a new Marketing Campaign from another source (such as Publisher or Word, or from a report), a Marketing Campaign form is automatically created for you. On the ribbon (ribbon: An element that replaces most menus, toolbars, and task panes. The ribbon features task-based tabs that contain tools and options organized into logical groups.), on the Campaign tab, in the Show group, click General. What is this Marketing Campaign for? This section is where you begin to define your Marketing Campaign. Enter a title for your Marketing Campaign. This is required information, and is used as the default subject heading if you send e-mail. For example, if you are marketing your new spring products, you can type Spring is Here. Enter a campaign code (campaign code: An identifier, usually made up of numbers or letters, such as 1234 or Early Spring, for a marketing campaign. The campaign code is another way to identify a marketing campaign distinct from the name of the marketing campaign.). This is required information, and makes it easier for you to find this specific campaign in a list than by looking for the Marketing Campaign Title; for example, you can type Spring07 for your spring Marketing Campaign instead of Spring is Here. In the Type list, select the kind of Marketing Campaign that you want to run. Depending upon what you select, different options become available to you in other areas of this form. In the Budgeted cost box, type the amount of money that you are planning to spend. Enter the start and end dates for your Marketing Campaign. In the Comments box, type any other comments (comments: A field in a Business Contact Manager for Outlook record that enables the user to write or paste notes about the Account, Business Contact, Opportunity, or Business Project.) about this Marketing Campaign. Who will see it? If you have selected a Marketing Campaign type that is directed toward specific people, such as an e-mail or direct-mail Marketing Campaign, you need to create a list. Note If you have selected a Marketing Campaign type that is addressed to a list you cannot edit in Business Contact Manager for Outlook, such as a seminar or conference, your only option is Other. Create a list Select whether to address your Marketing Campaign to all your Accounts (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contacts (Business Contact: A person with whom you do business at a company or organization.), or leads (lead: A potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity.), to use a predefined selection, or create a new list. Total in list See how many people will view your Marketing Campaign. You can change your list by clicking Review and Filter. How will they get it? This section is where you select what delivery method to use. This method will vary depending on the type of the selected Marketing Campaign, but if you are creating a direct mail letter or e-mail message, you can use mail merge or other customization capabilities in Outlook, Publisher, or Word. Note The Microsoft Office Outlook 2007 with Business Contact Manager E-Mail Marketing Service is now fully integrated with Business Contact Manager for Outlook; you can use it to create and track targeted messages to a variety of mailing lists. For more information about the E-Mail Marketing Service (E-Mail Marketing Service: An online service for your Marketing Campaign that allows you to

acquire and manage e-mail lists, and to track the results.), see Using the E-Mail Marketing Service in Business Contact Manager. What will they get? Unless you have specifically chosen to create a document in Outlook, Publisher, or Word, the materials for your Marketing Campaign can be created in any application you want; just link to an existing file. When your information is complete and you are ready to launch your Marketing Campaign, click the Launch button. Now you're ready to track the results of your Marketing Campaign. Track your Marketing Campaign As your Marketing Campaign is under way, you can track the results from the same form. On the Business Contact Manager menu, click Marketing Campaigns, and then select the campaign that you want to review. Tip On the View menu, under Current View, select a view (view: Different ways of looking at the same information in a folder by putting it in different arrangements and formats. There are standard views for each folder. You can also create custom views.) that makes it easier for you to find your Marketing Campaign. Open the Marketing Campaign form and, on the ribbon, on the Campaign tab, in the Show group, click Track. The information that you see will vary depending on the type of Marketing Campaign you selected, but you can see the total number of new Accounts, Business Contacts, leads, or Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.) that were generated by this Marketing Campaign. To see more details about each total number, click Show Report. Note If you used the E-Mail Marketing Service to generate your e-mail messages, you can also track the number of bounced messages, the number of times your messages were opened, and the number of times that links in the messages were followed. Enter the current cost of the Marketing Campaign in the Actual cost box.

Using the E-Mail Marketing Service in Business Contact Manager

What is the E-Mail Marketing Service? Permission-based e-mail Marketing Campaigns (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.) are a cost-effective way to reach new and existing customers (customer: A person or company to whom your company sells products or services.). Microsoft Office Outlook 2007 with Business Contact Manager E-Mail Marketing Service (E-Mail Marketing Service: An online service for your Marketing Campaign that allows you to acquire and manage e-mail lists, and to track the results.) is a fully-integrated online service that allows you to target your e-mail Marketing Campaigns more precisely, and track their effectiveness more accurately. Your free online subscription to the E-Mail Marketing Service means you can: Send targeted e-mail messages each month, and track the responses. Pay to send more e-mail messages as you need them. Send a Marketing Campaign by using the E-Mail Marketing Service By using the Marketing Campaign forms (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.) in Business Contact Manager for Outlook, you can track the creation of and the customer (customer: A person or company to whom your company sells products or services.) response to your Marketing Campaigns. You can see how many new sales were generated by a flyer, for example, or the depth of interest created by an e-mail Marketing Campaign. Finally, you can easily check the financial results of your investment. In order to send an e-mail Marketing Campaign by using the E-Mail Marketing Service, when you complete a Marketing Campaign form, in the How will they get it? section of the form, in the Delivery method list, select E-Mail Marketing Service. When you click the Launch button to launch the Marketing Campaign, the E-Mail Marketing Service wizard opens automatically.

Note For more information about Marketing Campaigns in general, see Promote your business with Marketing Campaigns in Business Contact Manager. Track the results of a Marketing Campaign by using the E-Mail Marketing Service When you send an e-mail Marketing Campaign by using the E-Mail Marketing Service, you can track the following: The number of e-mail messages that were not sent. The number of messages that were bounced (not delivered). The number of recipients who unsubscribed. The number of recipients who clicked and followed any links in your message. The number of replies. To set up e-mail tracking, do the following: In the E-Mail Marketing Service wizard, on the Set Up E-mail Tracking page, click Set Up E-mail Tracking Under Do you want to use e-mail tracking?, select Yes. If you want to track messages sent to individual Business Contacts (Business Contact: A person with whom you do business at a company or organization.), do the following: Open the Business Contact form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.). In the Source information section of the form, in the Source list, select E-mail Campaign, and in the Initiated By box, add the name of the Marketing Campaign you are sending to that Business Contact Sign in to the E-Mail Marketing Service In order to use the E-Mail Marketing Service, you need to sign in by using a Windows Live ID (Windows Live ID: A Web-based service that is designed to make signing in to Web sites fast and easy. This service enables participating sites to authenticate a user with a single set of sign-in credentials.). If you don't have a Windows Live ID, you can sign up for one at the Windows Live ID Web site. Tip Consider creating a separate Windows Live ID for your business. In the E-Mail Marketing Service wizard, click Sign In. Type your Windows Live ID and password (password: A secret string of characters that lets users log on to a computer and access files, programs, and other resources.), and then click the Sign In button. To access the E-Mail Marketing Service wizard, complete a Marketing Campaign form for an e-mail campaign that uses the E-Mail Marketing Service to send and track the messages. See Send a Marketing Campaign by using the E-Mail Marketing Service for more information. Personalize messages in Office Word 2007 for your e-mail Marketing Campaign by using the E-Mail Marketing Service When you are using the E-Mail Marketing Service to send and track your e-mail Marketing Campaign, do the following: Create your e-mail messages in Office Word 2007. Create an e-mail Marketing Campaign. Set up the E-Mail Marketing Service to track your results. When you want to create a personalized e-mail message for each recipient, use the mail merge feature in Office Word 2007 to include such details as the recipient's first name, or the city or town she lives in. Create personalized e-mail messages to be sent through the E-Mail Marketing Service by using mail merge in Office Word 2007 In Word 2007, on the ribbon (ribbon: An element that replaces most menus, toolbars, and task panes. The ribbon features task-based tabs that contain tools and options organized into logical groups.), on the Mailings tab, in the Start Mail Merge group, click Start Mail Merge, and then select E-Mail Messages. Click Select Recipients, and then click Select from Outlook Contacts. In the Select Contacts dialog box, select Business Contacts. In the Mail Merge Recipients dialog box, select the Business Contacts (Business Contact: A person with whom you do business at a company or organization.) whom you want to send your e-mail message to, and then click OK. Write your e-mail message, and then, in the Write & Insert Fields group, click the fields you want to insert. Which fields can I use in mail merge documents?

The following list displays the fields from the Business Contact form that you can use when creating a mail merge document in Word 2007. Note You cannot use any user-defined fields (user-defined field: A field that you can create and define to track information specific to your business.) when creating a mail merge document.
Last First Title Company Department Phone Mobile Phone Pager Phone Home Phone Assistant Phone Number Business Fax Home Fax Other Fax Telex Number Display Name Email Address Assistant Primary File As Web Page Business Address Street Business Address City Business Address State Business Address Postal Code Business Address Country/Region Job Title

Save your e-mail message. You will type the name of this document in the Marketing Campaign form. After you have saved your e-mail message, create and send your Marketing Campaign.

Use Mail Merge with Business Contact Manager

By using Business Contact Manager for Outlook and Microsoft Office Publisher 2007 or Word 2007, you can use the mail merge (mail merge: An option that enables the user to merge information into a document from a data source, such as an address book or database, to create customized documents, such as form letters or mailing labels.) feature to create personalized letters or e-mail messages, as well as mailing labels and envelopes from the data in your Account (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.) or Business Contact (Business Contact: A person with whom you do business at a company or organization.) records (record: A completed Account, Business Contact, or Opportunity form. The record contains Account, Business Contact, or Opportunity information, plus the other records and items that are linked to it.). Tip If you are using these letters or messages to market your products or services, you may want to create a Marketing Campaign (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.) so you can track the results. You can also use the E-Mail Marketing Service (E-Mail Marketing Service: An online service for your Marketing Campaign that allows you to acquire and manage e-mail lists, and to track the results.) to send and track targeted e-mail messages to your Accounts or Business Contacts, as well as other distribution lists. Note If you use the E-Mail Marketing Service, you cannot use mail merge in Publisher to create your email message. For more information about the E-Mail Marketing Service, see Using the E-Mail Marketing Service in Business Contact Manager. Use mail merge in Publisher or Word through a Marketing Campaign On the Business Contact Manager menu, click Marketing Campaign, and then click New. Create a new Marketing Campaign, selecting as a Marketing Campaign type either Direct Mail or E-mail, so that you can use mail merge in Publisher or Word. Under Who will see it?, select an existing list of names or create a new list. Tip You can modify this list by clicking Review and Filter. Under How will they get it?, select either Word Mail Merge or Publisher Mail Merge. Under What will they get?, browse for an existing file in either Publisher or Word. If you want to change the file, click Edit. In the Ready to launch box, click the Launch button. Your file opens in Publisher or Word, with the Mail Merge Task Pane also open. Your document has been completed. To continue, see the following instructions for previewing and publishing in Publisher or Word. Use mail merge with a publication in Publisher Note For help with using mail merge in Publisher, see Create a mail merge in the Publisher Help. In Publisher, either create a new publication or open an existing one. On the Tools menu, point to Mailings and Catalogs, and then click Mail Merge. Follow the steps in the Mail Merge Task Pane. Step 1: Create recipient list Click Select from Outlook Contacts, and then click Next. Select the Business Contact Manager folder you want to use. In the Mail Merge Recipients dialog box, sort or filter the list to select the names you want to use. Step 2: Prepare your publication In the Mail Merge task pane, drag the Account or Business Contact fields to their new location in the publication. Click Preview recipient to see what the publication looks like for each recipient. Step 3: Create merged publications Select how to create your merged publications. Select what to do with your new recipient list.

Select whether to track this through Business Contact Manager for Outlook, which will open a new Marketing Campaign form. Use mail merge to create a document or e-mail message in Word Note For help with using mail merge in Word, see Use mail merge to create and print letters and other documents. In Word, either create a new document, or open an existing one. Note To create a new mail merge document, on the ribbon (ribbon: An element that replaces most menus, toolbars, and task panes. The ribbon features task-based tabs that contain tools and options organized into logical groups.), in the Start Mail Merge group, click Start Mail Merge, and then select the type of document you want to create. On the ribbon, in the Start Mail Merge group, click Select Recipients, and then click Select from Outlook Contacts. In the Select Contacts dialog box, select the Business Contact Manager folder you want to use. To sort or filter this list, on the ribbon, in the Start Mail Merge group, click Edit Recipient List. To insert fields from your records in Business Contact Manager for Outlookinto the document, on the ribbon, in the Write & Insert group, click either Address Block, Greeting Line, or Insert Merge Field. Note You can only insert fields that are included by default in your Business Contact records. You cannot insert user-defined fields (user-defined field: A field that you can create and define to track information specific to your business.). Business Contact fields for use in mail merge documents These are the fields from the Business Contact form that you can use when creating a mail merge document in Word 2007.
Last First Title Company Department Phone Mobile Phone Pager Phone Home Phone Assistant Phone Number Business Fax Home Fax Other Fax Telex Number Display Name Email Address Assistant Primary File As Web Page Business Address Street Business Address City Business Address State Business Address Postal Code Business Address Country/Region Job Title

To see what the document will look like, on the ribbon, in the Preview Results group, click Preview Results. On the ribbon, in the Finish group, click Finish and Merge, and select how you want to produce the document. Note To track this document through Business Contact Manager by using a Marketing Campaign form, on the Business Contact Manager tab, in the Business Contact Manager group, click Create a new Marketing Campaign.

Guia Tcnico
Tabelas
Tabelas Bsicas Tabela CampaignTable CampaignRecipients CampaignQueryTable ContactNamesTable ContactMainTable ContactEmail1Table ContactCategoriesTable ActivityOutlookPropsTable ActivityRemindersTable ActivityTypesTable ActivityContacts ActivityNotesTable ActivityCategoriesTable Descrio Campanhas campanha x contatos Query das Campanhas Nomes dos Contatos Info Geral de Contatos CompanyName Contatos com Email Contatos com Categoria Data de entrega do email Reminders Tipos de Atividade Atividades e Contatos Relaciona e-mails disclaimer Rows 5 76 5 559 559 559 547 1379 0 23 2368 1379 1 Keys ActivityID ActivityID, ContactServiceID ActivityID ContactServiceID ContactServiceID ContactServiceID ContactServiceID

ActivityID ActivityID , ContactID ActivityID ActivityID

Tabelas Complementares Tabela ContactBlueNodes ContactAttachmentsTable ContactAdditionalPropertyBag BCM_SpaceUsed AssociatedMessages

Descrio BlueNode e TableName Contatos, Picture e Carto ?? ?? Mensagens associadas

Rows 24 559 35288 0 77

Keys BlueNodeID ContactServiceID ID;ContactID Databasename AssociatedMessageID;Messa geID

Domain
Delivery Status +Sent Not Delivered Not Read Replied

Aes de Marketing
Mala direta para o MPA ActivityID: 1386 e 1387 Enviados 35: 7/12: 07:00 7/12 -23:29 Not Delivered 4 Not Read 1 Read 4 Replied 10 Sent 16

Quem Farah Honor Flvio Rostock Patroclos Ricardo Bezerra Rodrigo DG Adriana Manetti Grupo Sandvik

Quando 11-seg 12-ter 14 ou 15 ??? ??? 21 ou 22

Ano que vem

Ana Lcia

13-qua

Ok A confirmar A confirmer Agendar Ir me procurar, indicar JDA Brasil A confirmer No propos almoo, me indicar se aparecer algo Agendar Passei cv Me indicara para o pessoal de projetos que podem me procurar Agendar

Incluir no Ttulo alguma informao particular: MPA, Saudaes So Carlenses, ... Malas: RH Headhunter e Recrutamento RH - Empresas Prospects Contatos Empresas Prospects

Categorias Business Escolas ESM Family

Tot 41 23 45 22

Tot2 63 29 45 32

Comentrio Lixo

Bene, Fernando, Cris, Rodrigo, Marcelo, Neiton

Friends International Jobs Minas Miscellaneous Mpa Nova Era Siacorp Stefanini UFSCar Alunos Prospects Possveis novas categorias: Ex-Alunos (Italo, SENAC) PMI-SP; PMI-Finanas; Linkedin;Orkut; Professores Senac VIP Ramais Architettura e CRK

28 39 119 38 40 69 32 53 12 33

28+VIP 40 142 41 46 64 33 53 24 33

Luis Lima, Freitas AGF