This guide explains how to run a marketing campaign in Navigator and outlines the different contact methods available: Letter, Email, and SMS.

Contact Methods

1. Print Letters

  1. Select Print Letters:
    • This option generates letters for all customers included in the campaign.
  2. Choose a Letter Template:
    • A list of available letter templates will appear.
    • Double-click the relevant letter template to use it.
  3. Print the Letters:
    • The system will print the letters for all customers in the campaign.

Tip: Use the Cleanup Function to remove customers without a valid address:

  • Select “Remove customers with no address” before processing the letters.

2. Send Emails

  1. Select Send Email:

    • This option sends emails to all customers in the campaign.

  2. Choose or Create an Email Template:

    • To use an existing email, double-click its title.
    • To create a new email, click New Template.

  3. Compose a New Email:

    • Enter the Subject.
    • Write the email content in the Text Email Body field.
    • Use the variables on the right-hand side to personalise the email (e.g., customer's name or address).

  4. Save and Send:

    • Save the template and select Send to email all customers in the campaign.

Tip: Use the Clean-up Function to remove customers without email addresses:

  • Select “Remove customers with no email address” before sending the emails.

3. Send SMS

  1. Select Send SMS:
    • This option sends text messages to all customers in the campaign.
  2. Compose or Choose a Template:
    • To create a new SMS template, click New Template.
    • Alternatively, select an existing template.
  3. Enter Your Message:
    • Free-type the message or use a saved template.
    • Personalise the message using available variables if needed.
  4. Send the SMS:
    • Once satisfied with the content, select Send to deliver the SMS to all customers in the campaign.

Key Tips

  • Personalisation: Use variables to include customer-specific details in your communications.
  • Clean-up Options: Always clean up the campaign list to remove customers without the necessary contact details.
  • Templates: Save commonly used messages as templates for quick reuse in future campaigns.