Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Marketing Activity Plans are plans that can be assigned to contacts.
To create a Marketing Activity Plan:
1. Click Activity Plans in the top navigation bar.
The Activity Plan list screen appears, listing the pre-loaded plans as well as any plans you have created yourself.
2. In the Marketing Plans section of the list, click Create New Marketing Plan. The Add a Marketing Activity Plan screen appears.
3. Enter the name and description of the plan.
4. If applicable, select the method of correspondence for the plan. You can indicate whether the plan is to include a series of letters, emails or both (Mixed).
Note: The setting of the method of correspondence will help you assign the appropriate plan to a contact based on the contact’s preferred method of correspondence.
5. To add a task to the plan, click Add Task.
6. Enter the task description, activity type, the days after the plan start date that the task will be due, and whether you would like a reminder for the task.
Note: To help you calculate the due days, click Use calendar to calculate number of days from today.
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The Assign To selection provides for the assignment of each task to a member of your team. Each task can either be assigned to a specific team member, or it can be assigned to the team member who assigns the plan to a contact. |
7. If the activity type is Email, indicate whether or not you want the email to auto-send on the task due date.
8. If you do not want the task to be due on a Saturday or Sunday, indicate whether you would like the task to be automatically moved to the previous or next business day.
9. Enter any notes for the task.
10. If the activity type selected in Step 6 is either Letter or Email, select the template at the bottom of the screen. Enter a keyword in the template name and click Search to limit the list of templates to select from. Upon selecting a template in the list, click Preview Content to view the contents of the template and confirm that you have made the right selection.
Note: You can preview or edit emails and/or letters for existing activity plans directly from the plan task list by clicking the Preview/Edit link for each task in the list.
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The From option provides for the selection of the team member branding to be used for each email or letter task. Each email or letter can use the branding of a specific team member, or it can use the branding of the team member who assigns the plan to a contact. |
11. Click Save.
12. Repeat steps 5 through 10 until you have created all the tasks for your Activity Plan.
13. Click Save in the Add a Marketing Activity Plan screen.
