| <?xml version="1.0" encoding="UTF-8"?> |
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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" |
| xmlns:xl="http://www.w3.org/1999/xlink" |
| xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>Marketing overview</title> |
| <para> |
| The overall purpose of the Marketing application is the support to select |
| leads from parties obtained from a certain source or marketing |
| segment to convert to opportunities by contacting these parties via a |
| contact-list related to a marketing campaign. |
| (contact-list generation support not yet implemented) |
| </para> |
| <para> |
| The first option of the marketing application is the definition of a |
| datasource [DataSource], and connecting or loading party information |
| to it [PartyDataSource]. In the party application a data source Id can |
| be added to the party. |
| </para> |
| <para> |
| A second input to the marketing application is the Segment group and |
| classification which again can be allocated to parties in the party |
| component. |
| </para> |
| <para> |
| Now a marketing campaign can be created. A contact list can be created |
| using the parties related to a dataSource or marketing segment |
| classification and referring back to the marketing campaign |
| </para> |
| <para> |
| Contact lists are currently email mailinglists, the OFBiz system could be |
| extended to include the support of calling by telephone and entering |
| the results. On the email sent via this lists tracking codes can be |
| used to measure the response when the readers of the email mailing |
| click on a link where a trackingcode is specified. |
| For more info look at the program: |
| applications/marketing/src/org/apache/ofbiz/marketing/tracking/TrackingCodeEvents.java |
| </para> |
| <para> |
| Opportunities resulting from these actions can be entered in the SFA |
| web application referring back to the marketing campaign. |
| </para> |
| |
| <xi:include href="HELP_MARKETING_main.xml" /> |
| <xi:include href="HELP_MARKETING_ContactLists.xml" /> |
| |
| </section> |
| |