User-Defined Queries allow for multiple templates and filters to be created specifically for a topic, e.g. Reactivation. This is in place of working off the one template for Simple or Extended Queries, which require the user to overwrite previous templates in Mail Merge.
Note: A User defined query has a limit of 400 characters
-
Click the navigation menu > Debtors & Marketing > Queries page
-
Queries toolbar > Create User-Defined Query
-
In the 'Create user-friendly query' window:
-
Name: Enter the name of the query, e.g. Pre Xmas Promotion
-
-
Select the filter to be used:
-
CHANGE USING SIMPLE WIZARD
-
Enter the New Filter Criteria (see Common Simple Query Filters for examples)
-
Click OK
-
-
CHANGE USING EXTENDED WIZARD
-
Enter the Filter Expression (see Common Extended Query Filters for examples)
-
Click VERIFY
-
Click OK
-
-
-
-
Click EXIT
-
Next, setup/Edit the Letter/E-mail/SMS Template(s) for this query
More Links:
Comments
Article is closed for comments.