Mikrocampaign

Step 01 - NL subscription check + CT check

task: 6 Season Report  
PreSec: Team5CZ Step01

Control of clients who have started to subscribe to NL - this will exclude clients from sending further e-mails within the framework of the micro-campaign or those who no longer wish to be contacted (CT 309).

  1. Load PreSec Team5CZ Step01A
  2. Edit resulting lines
  3. Status 869
  4. Set
  5. Save
  6. Load PreSec Team5CZ Step01N
  7. Edit resulting lines
  8. Status 869
  9. Set
  10. Save

 

 

Step02 A + N

task: 6 Season Report  
PreSec: Team5CZ Step02

  1. Load PreSec Team5CZ Step02 A or N
  2. Edit resulting clients
  3. *Add Historylines
  4. +Add line
  5. Check Save SC as Taskowner
  6. The date when it creates HL
  7. Universal - 1080010
  8. M850 or M950
  9. Status 269
  10. Save
  11. Same PreSec - Edit resulting lines
  12. Status 869
  13. Set
  14. Save

Step03 A + N

task: 6 Season Report  
PreSec: Team5CZ Step03

  1. Load PreSec Team5CZ Step03 A or N
  2. Edit resulting clients
  3. *Add Historylines
  4. +Add line
  5. Check Save SC as Taskowner
  6. The date when it creates HL
  7. Universal - 1080010
  8. M840 or M940
  9. Status 269
  10. Save
  11. Same PreSec - Edit resulting lines
  12. Status 825 for M900 or  835 for M800
  13. Push the date by one week
  14. Set
  15. Save

Step04 A + N

task: 6 Season Report  
PreSec: Team5CZ Step04

  1. Load PreSec Team5CZ Step04 A or N
  2. Edit resulting clients
  3. *Add Historylines
  4. +Add line
  5. Check Save SC as Taskowner
  6. The date when it creates HL
  7. Universal- 1080010
  8. M830 or M930
  9. Status 269
  10. Save
  11. Same PreSec - Edit resulting lines
  12. Status 824 for M900 or  834 for M800
  13. Push the date by one week
  14. Set
  15. Save

Step05 A + N

task: 6 Season Report  
PreSec: Team5CZ Step05

  1. Load PreSec Team5CZ Step05 A or N
  2. Edit resulting clients
  3. *Add Historylines
  4. +Add line
  5. Check Save SC as Taskowner
  6. The date when it creates HL
  7. Universal - 1080010
  8. M820 or M920
  9. Status 269
  10. Save
  11. Same PreSec - Edit resulting lines
  12. Status 823 for M900 or  833 for M800
  13. Push the date by one week
  14. Set
  15. Save

Step06 A + N

task: 6 Season Report  
PreSec: Team5CZ Step06

  1. Load PreSec Team5CZ Step06 A or N
  2. Edit resulting clients
  3. *Add Historylines
  4. +Add line
  5. Check Save SC as Taskowner
  6. The date when it creates HL
  7. Universal - 1080010
  8. M810 or M910
  9. Status 269
  10. Save
  11. Same PreSec - Edit resulting lines
  12. Status 822 for M900 or  832 for M800
  13. Push the date by one week
  14. Set
  15. Save

 

Step07 Odeslání e-mailů

task: Search Task Line CRM  
PreSec: Team5CZ Step7

  1. Load PreSec Team5CZ Step7
  2. Search
  3. Set "Status after sending": 369
  4. Send HL -> Client