Creating a Mailing

When you have created a campaign, you then create mailings within the campaign.

1. On the Campaign: campaign name screen, click Add a Mailing.

   The Mailing Setup Screen appears. The name of the mailing that you are working on appears after Mailing: .

2. Enter the Mailing Name.

   This name is required. It identifies the mailing and appears in reports.

   When naming your mailings, be descriptive and use consistent naming conventions across mailings so that you can easily identify them in eReports. For example, a retailer sending out weekly product promotion notifications might want to use "Weekly Newsletter – MP3 10% off" one week and "Weekly Promotion – Computers" the next week instead of the less descriptive "Weekly Promotion" across all such mailings.

3. Select the Mailing Type.

   The Mailing Types are Standard and Insight Trigger. A standard mailing can contain only standard cells. Insight Trigger mailings automatically send e-mail to a dynamically generated audience list on a user-defined schedule. See Working With Insight Triggers for more information.

   Mailing Type is a required field. You cannot change it after the mailing is saved.

4. Enter a Description for the mailing
5. Select the Categories to use.

   Categories allow you to assign attributes to mailings so that you can easily examine the relative performance of various types of mailings in eReports. Campaign Builder supports up to five categories.

   Categories are created by e-Dialog for your organization's specific needs. For example, you might use a category called Type that includes Promotion, Newsletter, Press Release, and Seminar Invitation.

   While creating a mailing, you assign a selection from one or more of the categories to that campaign. You can select only one value for each category.

6. Click Save.

   If you are adding a new mailing, you cannot add cells until you click Save.

The next step is to Create Cells within a Mailing.