campaign management

[Former Member]

Dear all,

We are working on CRM 5.0 campaign management.

As per our clients business scenario the a target group need to be created on daily basis based on filter criteria and the target group needs to be sent to a third party with the required fields.

We have set up attribute sets and filters for the target group and scheduled it for daily execution.

Now we are not able to create file( excel format) with required fields which is consists of target group BP's data and send it to the third party.

Can anybody help us with detailed steps how to configure this scenario.

Thanks in advance.

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu,

U need to send the target group to third party what it eans?

Whatever the bp will create daily basis u need to transfer it to other software ex (Excel Sheet). If u will click on target group u can see the bp and same bp u can maintain in excel sheet.

Thanx

Chinmaya

[Former Member · Accepted solution]

Thanks for the response

The process what you have explained is a manual process.

But as per the requirement this should happen automatically.

All the BP,s of the target group with the required fields data in the form of excel should go to the particular email ID automatically on daily basis.

Thanks in advance.

Regards,

Madhu

[Former Member · Accepted solution]

Hi Madhu.

Can I get ur mail id.

I will send u 1 doc. go through it.

Thanx

Chinmaya

parida.chinmaya@gmail.com

[Former Member · Accepted solution]

Hi chinmaya,

Thanks for sending docs.

I have gone through it,but it is consisting of very basic scenarios.Not useful for our scenario.

Any more inputs please.

Regards,

Madhu

Edited by: madhu kunduru on Dec 28, 2007 8:12 AM