Creating Fax Activities

This chapter covers the following topics:

• Overview of Fax Activities
• Defining Fax Cover Letters

Overview of Fax Activities

Use this procedure to create a fax campaign activity.

Steps

1. Define fax products and offers.

2. Define fax cover letters.

3. Build tracking URLs.

4. Define target groups.

5. Define control groups.

6. Define costs, revenues, and metrics.

7. Define budgets.

8. Execute fax activities.

9. Track fax activities.

Related Topics

Understanding Fatigue

Defining Fax Cover Letters

Use the Collateral subtab to create and associate cover letters to e-mail campaign activities. Sales people can review the cover letter while working with a responding lead.

Notes

• Cover letters for the different direct marketing channels (e-mail, fax, and print) and other outbound collateral are stored and managed in Oracle Content Manager (OCM). To maintain security for content, you need to have access to the OCM folders to be able to create content items.

• You can select an in-progress or approved cover letter from the OCM repository. You can also update a letter, create a new one, or update an approved letter to create a new version. Cover letters are immediately associated to your activity and can be previewed. Cover letters must be approved before the activity can be approved or activated.

• The details to be entered in the Activity Details page may differ based on the cover letter content type. The content types available depends on the channel of execution.

• Optionally, you can add an attachment from the Oracle Content Manager (OCM) repository or from your desktop.

• Send Test: Enter an address and send a test fax.