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Thread: How to define list of targets from Leads by criteria

  1. #1
    datura77 is offline Junior Member
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    Default How to define list of targets from Leads by criteria

    In prev post the author said: "Target lists are integrated with reports, you can link output of a report to a target list, this feature is enabled for leads, contacts and target reports."

    How can I do that exactly? What I'm trying to achieve is:

    * select all leads that match specific criteria
    * send e-mails to this list only

    I'm on 4.5, but haven't seen any reporting module. What am I missing here???

  2. #2
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: How to define list of targets from Leads by criteria

    Linking output of a report to a target list is only available in commercial versions of Sugar. Are you using Sugar Pro or Enterprise by any chance?

  3. #3
    datura77 is offline Junior Member
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    Default Re: How to define list of targets from Leads by criteria

    Quote Originally Posted by Markku
    Linking output of a report to a target list is only available in commercial versions of Sugar. Are you using Sugar Pro or Enterprise by any chance?
    I'm currently evaluating OpenSource one. too bad that I can't use Reporting.

    What about Search option though? I can create custom search form, then use its output as Campign input - correct?

  4. #4
    donna's Avatar
    donna is offline Sugar Community Member
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    Default Re: How to define list of targets from Leads by criteria

    I wanted to let you know that we are offering a new online learning session through Sugar University: Email Campaign Management..

    The upcoming dates are:
    * Tuesday, April 17th, 2007, 11:00am Pacific
    * Monday, May 14th, 2007, 11:00 am Pacific

    This is an interactive, hands-on workshop that lasts three hours, and the cost is 10 Sugar Learning Credits (~$300).

    You can register at Sugar University.

    Course Description:
    This extended workshop will give you hands-on experience with the process of creating target lists and email templates, adding tracking links, sending out campaigns and then reviewing the results.
    This workshop will enable you to:

    * Create email templates
    * Create target, suppression, test and seed lists
    * Create and embed tracker links
    * Build, test and generate email campaigns
    * Campaign analysis
    * Understand newsletter campaigns

    Best regards,

    Donna

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