SAP Business One Campaign Management

Learn how to use SAP Business One's Campaign module and Campaign Wizard to generate a list of customers for an outreach campaign.
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Пікірлер: 3

  • @tangodown2721
    @tangodown27213 жыл бұрын

    Did you ever figure out how to pull more than the default contact if the BP has more than one contact? I'm having no luck with that. I need a full list just not default.

  • @ProjectlineCa

    @ProjectlineCa

    3 жыл бұрын

    Hi Kyle, It looks like this is something that is only semi-automated. What I mean is, when using the campaign generation wizard, or just cracking open an campaign and adding BPs line by line, it just adds one line at a time. In order to add the BPs 2nd, 3rd, 4th contact (and so on), you essentially have to add another line for the same BP, and manually choose the contact. Essentially, if you have 4 contacts on a BP, the BP is repeated in 4 different lines on the campaign, each line with the unique contact. It's hard to describe, and might make a good follow up video. There might be ways to automate that, but I'm thinking it would require some fancy query out and 'import' work. It's doable, but a bit complex, and might only make sense if you're dealing with literally hundreds to thousands of contacts. Maybe also good fodder for a follow up video?

  • @tangodown2721

    @tangodown2721

    3 жыл бұрын

    @@ProjectlineCa i would certainly be interested in a follow up. We have 47 thoudand business partners in our data base and many of those have several contacts. Department of defense for example has 22 contacts. We have never been much into email marketing but we are starting to dip our toes into that. And bringing over our contact list without manually opening every business partner is a nightmare. Seems like a big oversight on sap part not to be able to easily export your full contact data.