Inserts are the physical items you send to contacts and prospects, such as letters, pre-printed collateral, and envelopes. After you create an insert, you can reuse it in other campaigns.
Typically, a source code is linked to each insert item. Multiple inserts (such as letter, brochure and envelope) are combined into a single package for delivery. All responses to the solicitation are then tracked by the source code. This is a useful way to perform market testing because you can choose the most effective creative package or target a test group to receive the package.
In addition, you can track the cost of each insert to determine the return on investment and to monitor budget amounts.
Output processes
To further customize an insert, you can assign queries and output processes that generate customized letters, email messages, faxes, labels, rosters, and physical file formats in a specific order.
To create an insert
Before you begin
Make sure all applicable queries and output processes are set up.
1. Select Marketing > Inserts.
2. Click Add an Insert.
3. Define the insert:
□ Enter a Name.
□ (optional) Enter a Description.
□ Click the Browse icon for Total cost information.
□ (optional) Select the Status (Available or Unavailable) and Insert Type:
■ None
■ Brochure
■ Envelope
■ Form
■ Postage
4. Browse to select an Output Process.
5. Click Save.
Tips
■ Merges used for inserts must use either the Contact or the Prospect business object as a source.
Note: You can also create a new insert for a solicitation by clicking the New Insert button while viewing the solicitation.
Note: When output is generated from Campaign Management using a project process engine, the query and source code specified in the campaign automatically override the query and source code specified in the project process engine definition.