Campaign Desktop - The Project Detail Window and Information Source Tab

The Project Detail window: This is the main edit window, click on the tabs to configure the various steps in the project.

Project Detail Fields and Buttons

Enable Schedule
Check the Enable Schedule box to send the emails at the time and date specified.

Next campaign at
Specify the date and time you want this project (campaign) to be sent. Note: Campaign must remain open on your computer in order to send a scheduled project.

Repeat every
Set the interval for repeated scheduled sendings. To enable a one time scheduled run of your project, insert 0 in the repeat every field. Note: Campaign must remain open on your computer in order to send a scheduled project.

Cancel
Click Cancel to exit the project edit screen without saving any changes you may have made.

Close
Click Close to save all of your information before exiting the project.

Step #1 – Information Source

This is where you locate and configure your source file or database.

Database Type
Select the type of database to which you will be connecting.

Database File Location
If you know the path to your MS Access database you can type it directly into this field. Otherwise you can click Browse. If you select any database type other than MS Access you will see a list of system DSN's for your ODBC connection.

Table/Query Name
If there is more than one table or query in your database, select the correct one from the drop down field.

Email Address field
Select the Email Address Field of your database from the drop down menu. Note: The drop down selections are populated from the actual field names in your database.

CC Email Address field
Select the CC Email Address Field of your database from the drop down menu if necessary. Note: The drop down selections are populated from the actual field names in your database.

Filters
Use the Basic Filter tab to filter your data so that only certain groups or database subsets will receive your email. Use the Advanced SQL Filter (ODBC) tab to write an SQL WHERE statement (the Where clause is implied) to determine which sets of data should be pulled from your database. Note: Depending on the size of your database and the number of checks, using a filter may affect Campaign's performance.

Step #2, The Message