1- Extraction of the file on CRM360
You can extract a file via the campaign module by selecting "Marketing action".
As soon as you create your marketing action, choose the channel: EXTRACTION.
Select the target you want to extract, then validate as below:
Finally, plan your action.
You will receive the file on the email box linked to your user account at CRM360, in a zipped excel format.
2- PND management
To make it easier for you to manage undelivered envelopes:
At the end of the received excel file, you will find two columns:
- "CRM action contact internal guide",
- "CRM action contact internal id".
You can enter this code on the mail you send in order to receive it again in the event of a PND. You can then beep or enter this code in an Excel file in order to import it back into CRM360.
To import these PNDs, you must go to the "Back Office" module => "Processing" => "Mapping" and click on "+".
When creating your mapping, you must fill in the following fields.
As for a classic import, you must specify the field separator, the encoding and the header of your file.
You will then import your file by planning this mapping.