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| How To bulk email your callbacks | Back to How to index |
1. Click the Reports menu selection on your Home page to display the report modules, and select "Custom queries":
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2. Start a new query, name it (for example, Callbacks for Today) and click [Save query]. Ignore messages.
3. Click the [Define] tab and add the Contacts table as the Primary table and Actions as Table two.
4. Select these fields (and any others you might want) in the tables by double-clicking the field name to select it:
Contacts:
- Company
- ContactID
- Email2
- Email3
- FirstName
- LastName
Actions:
- ActionID
- ActionType
- LinkID
- RecordType
- StartDate
5. Join the tables:
a. In Contacts, make the ContactID field visible and in Actions, make the LinkID field visible:
b. Ensure the ContactID field is selected in Contacts like the above in Primary table, then click on the [Link] button under the Contacts table. This will display:
c. Follow the instructions in the message by selecting LinkID field in Table 2 (Actions), then click the [Link] button under the Actions table. This will insert the link information as shown below in the Actions table:
6. Click the [Criteria] tab and save the query by clicking [Save query] at the bottom.
7. Select Actions.StartDate in the first drop down under "Field name":
8. Select "=" under "Filter criteria"
9. Use the ellipse button [...] to bring up the date popup and select the date you want to restrict the callback list to. Note: clicking 'Today' is a good choice if you want to get today's callbacks:
10. [Optional] Select the display order from one or more of the dropdown lists at the bottom:
11. Click the [Build] tab and click [Build SQL]. Click [Save query].
12. Click the [Run] tab, select "[ ]As bulk email or campaign", then click Display records. If you get an error message about missing fields, go back to Step 4 above and add the fields.
13. If you get some records in the list, click [Begin bulk email/campaign] to open and run Campaign Central.
14. If you want, you can add the query to your Home page Favorites:
Select from your Home page as needed:
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