improvements for marketing campaign

[manoj]

This should be included in all three pop-ups (Prospects, Leads & Contacts) for Propspect Lists. When you want to add many prospects to a list you're not going to go through and check them off 20 at a time with pagination to add to a Prospect List.

1) A "Select All" in the popups for selecting rows for list (in Popup_XXX_picker)
2) More advanced search in pop-up to create a specfic list
3) A "Add to Prospect List" pull-down that would create the PropspectList<-Prospects relationship when importing prospects

I got an error in my preview install:

Error retrieving Prospect list: Query Failed:SELECT users.user_name as assigned_user_name ,prospects.* FROM prospects LEFT JOIN users ON prospects.assigned_user_id=users.id where prospects.deleted=0 ORDER BY name asc LIMIT 0,20::MySQL error 1054: Unknown column 'name' in 'order clause'

So, I'm not sure if #1 and 2 are in 4.0

Some positives I saw:
- Categorization of emails from campaign (bounced, etc)
- convert prospects
- Didn't dig in to confirm, but I believe Sugar has said that the removeme.php (unsubscribe response) is no longer hard-coded and can be language independent.

Thanks
Mike

Hello Mike,

Item # 1 will be fixed in 4.0 release.
Item # 3 is possible in the beta version. When prospects are imported , user is provided an option to add them to an existing list or create a new one within the wizard.

The error in the review will also be fixed in beta version.

Thanks

[fats]

The Prospect List needs an import function instead of copying 50 at a time from leads. I have a list of 2,500 leads which I need to import. I can import into leads but transferring into the prospect list is very time consuming and error prone.

If an import function is not used an alternative feature would be a select all button alongside "Select Checked Leads" on the leads screen.


Regards
Fats

--
Fats
fats@grandmore.com
http://www.grandmore.com
http://www.grandmore.co.uk

[manoj]

The Prospect List needs an import function instead of copying 50 at a time from leads. I have a list of 2,500 leads which I need to import. I can import into leads but transferring into the prospect list is very time consuming and error prone.

If an import function is not used an alternative feature would be a select all button alongside "Select Checked Leads" on the leads screen.


Regards
Fats

--
Fats
fats@grandmore.com
http://www.grandmore.com
http://www.grandmore.co.uk

Hi,

4.0 Campaign Management has import feature for Prospects and the wizard provides an option of adding the imported list to an existing PL or you can create one during the process. You dont have to go thru the manual process any more.

Thanks
Manoj

[rschilke]

Ability to select certain prospects in the campaign and add them to a particular prospect list.

i.e. I have a national roadshow seminar we are in the process of recruiting customers. Under a sinlge campaign name I haev created multiple target lists|email templates| for each location. All the click-throughs I now realised are coming through under the single campaign (love hindsight).
I would like to add people that responded to Sydney email and add to the Sydney Target Registration list

A simple solution would be to allow users to click a check box and add them to the target list for reminders and follow up marketing.

[agupta]

We are working in this for the next release. Campaigns will support multiple trackable links, you will need to define them at the campaign level and include them in your templates. When the application receive's a click the corresponding campaign log entry will contain information about the link.

Correct me if I missing your point.

-Ajay