Copying Direct Mail

You can copy existing direct mail that has already been created to quickly add additional direct mail for a campaign. Using the existing direct mail as a template, you can change the properties of the existing direct mail to meet the goals of the new direct mail campaign.

To copy direct mail

  1. In Campaigns, click Campaign Manager.
  2. In the Campaign Manager screen, select the direct mail you want to copy, and then click Copy on the toolbar.
  3. In the Copy Direct Mail item dialog box, do the following:
    Use this To do this
    Select a customer Select the customer from the drop-down list from which you want to copy the direct mail item.
    Select a campaign Select the campaign from the drop-down list from which you want to copy the direct mail.
  4. Click OK.
  5. In the Campaign Manager <Customer> <Campaign> New (direct mail) screen, in the Direct Mail Properties section, in the Direct mail name box, type a name for the new direct mail.
  6. Edit the remaining properties as necessary.
  7. To save the direct mail and return to the Campaign Manager screen, click Save and go back on the toolbar.

The new direct mail appears in the Campaign Manager tree under the selected customer and campaign.

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