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With Business Contact Manager for Outlook, you can create and launch a Marketing Campaign (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.) from a report based on Accounts (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.), Business Contacts (Business Contact: A person with whom you do business at a company or organization.), or leads (lead: A potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity.).

1. Run a report

   On the Business Contact Manager menu, point to Reports, point to Accounts, Business Contacts, or Leads, and then click the report that you want to create, or click Open Saved Report.

2. Refine the report by using the filters (Optional)

   1. To create a specific list of recipients for your Marketing Campaign, in the report, on the Actions menu, click Filter Report.
   2. In the Filter dialog box, use the Simple Filter and the Advanced Filter tabs to specify the information that you want.
   3. Click the Review Results tab to view your filtered recipients list. If the results are not what you want, return to the Simple Filter or the Advanced Filter tab, and continue to adjust your filters (filter: A filter can define which records or columns are returned from a query. A filter always limits the outcome.).
   4. After you have completed your filtering, click OK to return to the report form.

    Note   To create a Marketing Campaign that uses all of the recipients in your report, you do not need to filter the report. You can also select individual recipients in a full or filtered report by pressing the CTRL key, and then clicking the records.

3. Create a Marketing Campaign from a report

   On the Actions menu, point to Launch Marketing Campaign, and then do one of the following:
   • Click All Items to create a new Marketing Campaign that includes all the recipients in the report.
   • Click Selected Items to create a new Marketing Campaign that includes only the recipients you have selected in the report.

    Note   To create a Marketing Campaign that includes only selected recipients, first press the CTRL key, and then click the recipients you want to include in the list.

4. Launch the Marketing Campaign

   Complete the Marketing Campaign form, and then click the Launch button.