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Overview of Promotions

A promotion is a planned marketing activity that you conduct to generate sales leads or promote good customer relations. You can create the following types of promotions to help with your marketing activities:

Advertisement: A marketing notice placed in a print or broadcast medium.

Blitz: An outbound fax, mail, or telephone marketing campaign directed towards a target list of suspects and contacts.

Collateral: A piece of material that you can send to a contact, ranging from a simple information leaflet to a glossy brochure or computer demo diskette.

Event: A promotional event, such as a trade show, seminar, or training session having a predetermined time, date, and location, and optionally a list of registered guests.

Letter: A letter you send independently or with a collateral fulfillment or mail blitz package. A letter can include predefined mail merge tokens representing account, contact, or event information.

Letter, in this case, is specific and disregards that generally collateral and letters do not have to be used as part of a formal marketing promotion. For example, a sales representative often sends letters and collateral to contacts during a normal work day.

Program: A series of marketing promotions that make up a larger marketing effort. For example, a product launch program might involve one or more advertisements, blitzes, and events.

You can also use this category to track indirect marketing activities, such as word of mouth, that result in lead generation.

Script: A predetermined series of questions for use during telephone calls with contacts, to mimic the questions on mail-in response cards, or to record a contact's evaluation of an event. You can predefine answers for each question. You can also assign actions for the system to automatically perform when a contact gives a specific answer.


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