The Mailing Wizard takes all the criteria required to create an email campaign. The Wizard guides the user through the following steps.
| • | Step 1 - Select Documents |
| • | Step 2 - Select Emails and Groups |
| • | Step 3 - Select Template |
| • | Step 4 - Select Campaign |
| • | Step 5 - Campaign Preview |
| • | Step 6 - Campaign Send |
To access the mailing wizard, from the Console page select the button below
and the following screen will appear. Select "Next" to go to Step 1.
If the contact list is out-of-date a warning will appear. This is caused by the contacts in the ProFundCom Contact View having been changed and the mailing lists not refreshed. The warning screen appears as below
Click on the green and red arrows to refresh the contact list then select Next.