Step 1: Creating a direct mail campaign

Note

• Before you create a direct mail campaign, ensure that SQL Server Agent is running. If SQL Server Agent is not running, you will not be able to save your direct mail campaign.

1. Open Business Desk - Retail from either the Start menu or the Desktop.

2. In the Campaigns module, click Campaign Manager.

3. In the Campaign Manager screen, expand Mountain Publishing, and then select the Mountain Books campaign.

4. Click on the toolbar, and then select New Direct Mail from the drop-down list. The Campaign Manager – Mountain Publishing – Mountain Books – New (direct mail) screen appears.

5. In the Campaign Manager – Mountain Publishing – Mountain Books – New (direct mail) screen, in the Direct Mail Properties section, do the following:

   Use this	To do this
   Direct mail name	Type TargetedMail.
   Message from e-mail address	Type WebMaster@AdventureWorks.com.
   Message subject	Type Great camping news for our customers.
   File path or URL containing message body	Type https://www.Microsoft.com.
   Mailing list	Select UserProperties from the drop-down list.
   Personalize direct mail per user	Clear this check box.
   Mail Format	Select MHTML from the drop-down list.

6. In the Mail Schedule section, do the following:

   Use this	To do this
   Start Date	Select today's date from the drop-down calendar.
   Start Time	Select the next full hour after the current hour from the drop-down list. Note Time is in 24-hour mode. Therefore, if it is currently 2:45 PM, select 1500 from the drop-down list.
   Mailing Interval	Verify that One time only is displayed.

7. In the Test section, do the following:

   Use this	To do this
   Test list	Select UserProperties from the drop-down list.
   Send Test Mail	Click to send test mail.

   The Direct Mail message box appears, with the "Save and send test mail now?" message.

8. In the Direct Mail dialog box, click Yes.

   The Business Desk message box appears.

9. In the Business Desk message box, click OK.

   The test mail is sent, and the direct mail campaign is saved.

10. To return to the Campaign Manager screen, click on the toolbar.

The direct mail campaign is added to the Campaign Manager module. Proceed to Step 2: Verifying that the test mail was sent.

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