Run output processes to generate customized letters, email messages, faxes, labels, rosters, and physical file formats in a specific order. Running the output process also calculates the non-responses for each appeal. The following output processes are available:
■ MS Word merge – Print letters, acknowledgements, and other MS Word documents.
■ Email merge – Send email messages to contacts.
■ Campaign list export – Generate a list of contacts for an external service or for mass email output.
■ RFM definition – Rank records based on Recency, Frequency, and Monetary value.
■ Project process outputs – Generate projects for further relationship building.
Important prerequisites for generating output
Before you run output processes:
■ Make sure valid output process types are set up.
■ We recommend you generate and check a test output to make sure the message and target group is correct.
Business goal
To run output processes, you will:
1. Select the type of output process for the insert.
2. Define the specific output process.
3. Generate output.
4. View the results.
To generate output
1. Open a campaign, appeal, and solicitation.
2. Click the Source Codes tab.
3. Select a source code or create a new one.
4. Click Save.
5. Click the Inserts tab.
6. Select an insert or create a new one.
7. Click Save.
8. Click the Source Lists tab.
9. Select a source list or create a new one.
10. Click Save.
11. Click Generate Output.
The system displays the status on the Summary tab. Click on the link for more details.
Note: If the output is generated at a level higher than source code, output can be generated only once. If the output is generated at the source code level, output can be generated repeatedly.