Output processes are the means to generate collateral for your campaign:
■ Word Merge – Print a mail merge document
■ Email Merge – Send an email message
■ Campaign List Export – Generate a list to be sent to an external vendor for letter shopping or to contacts via listserv
■ RFM Analytics – Rank records based on Recency, Frequency and Monetary Value
■ Opportunity Process Engine – Generate projects/opportunities based on complex business rules or in response to a campaign.
You can generate output from a campaign, appeal, solicitation or source code. When you generate output from one level, such as an appeal, output for all of the components beneath it generates. For example:
■ Appeal – generates output for all solicitations and source codes beneath it
■ Solicitation – generates output for all source codes linked to it
■ Source Code – generates output for that one source code only
Word merges and campaign list export files are stored inside Campaign Management after running. Use the View Output menu to see the results.
Tips for setting up output processes
■ Throughout the Marketing Suite, NetContact is a required business object. Make sure that you include it in all of your queries, regardless of whether they are used as source lists for source codes or as output queries for an output process attached to a source code.
■ Use templates for best efficiency. Some templates are designed through third-party packages which integrate with iMIS; for example, Microsoft Word documents, emails, and report files. Most output processes allow you to define and save the template while you build the process itself.
■ Process Manager must be set up before running the opportunity output process.
Business goals
The process for generating output is:
1. Build the campaign structure first and define the source list (query, a previous solicitation, or a segmentation job).
2. Define an insert.
3. Customize the insert template, if necessary, for this specific need.
4. Attach the output process insert to one or more source codes.
5. Generate the output.