Purpose

This document is intended to guide a user through a basic setup of Campaign Desktop (all editions).

Install and Setup

  • Download the software from the link in your download request email.

  • Open the.zip file using WinZip. For a free download go to www.winzip.com.

  • Double click the CampaignDesktopInstall.exe file.

  • Follow the instructions on the installation screen.

  • Campaign is now installed.

Before you begin ensure that you have Campaign software installed, a database populated with email addresses and the name or IP address of the SMTP server to which you will be connecting.

Launch Campaign

  • Click on Start > Programs > Campaign Desktop to launch

Create a new campaign

  • Click the New button

  • Name Project

  • Click OK

  • The project detail window will open for the new project.

Step 1 - Information Source

  • Here you will specify the pathway to the database for this campaign.

  • Select the database type from the drop down field

  • Click on the Browse button to set the pathway to a local or network MS Access database file, or to select a system DSN.

  • Select the table or query from the drop down field.

  • Select the field that contains the email address from the drop down field.

  • Click on the Message tab

Step 2 - The Message

  • Select Plain Text from the drop down field

  • Input the subject of the message

  • Enter complete plain text message in the Plain Text Message Body field

  • Click on the Sending tab

Step 3 - Sending

  • Enter the name or IP of the SMTP server to which you will be connecting

  • Enter the From address (Your email address)

  • Enter the Return-path address (Your email address)

  • Click Close to save your configuration

Step 4 - Project Completion

  • This step is an advanced feature and is not necessary to test the basic set up and use of Campaign.

Run your project

  • Highlight your new projects in the project window and click Run to send out the emails.
  • Congratulations, you have successfully configured and delivered your first email project.

Click Here to View Advanced Features

 

 

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