You can create interactions to record all the interactions and communications you have with your segments, for example direct mail.
Before you create interactions, you must set up interaction templates.
Open the Segment window.
Find the segment for which you want to create an interaction.
In the Segment window, on the Interaction tab, fill in the fields to specify which interaction you want to assign to the segment. For Help about a specific field, click the field and press F1.
After you have assigned an interaction to the segment, you can personalize the interaction for each particular contact within the segment, for example by selecting another interaction template or modifying the attachment on the lines in the Segment window.
Click Log. The Log Segment window appears.
On the Options tab, click to insert a check mark in the Send Attachment field if you want the program to send (by e-mail of fax) or print the attachment.
Click to insert a check mark in the Create Follow-up Segment field, if you want the program to create a new segment containing the same contacts. In order for the program to create a follow-up segment, you must have specified number series for segments in the Relationship Management Setup window.
The program automatically records one interaction for each contact within the segment in the Interaction Log Entry table, and logs the segment. Logged segments can be found in the Logged Segment window.
If you have inserted a check mark in the Create Follow-up Segment field, the program automatically creates a new segment containing the same contacts as the segment you have just logged.
Interactions and Segments
Working with Microsoft Word Documents
Printing Segment Cover Sheets