Sage SLX (Web) Quick Start Guide

Building the Group

1. Start in Contacts or Leads

2. Select Groups

3. Add Group

1. Name your group

2. Select Conditions Tab

(Your CRM Administrator should be able to help you identify the correct tables and fields)

1. Add your conditions using the available tables and fields.

2. Select OK

Building the Campaign and Stage

1. Selecting Marketing from the left menu

2. Right click Campaigns

3. Select New Campaign

4. Name your campaign

5. Click save (This will take you into the campaign)

1. Select the ‘Targets’ tab

2. Select add targets (The plus sign)

1. Select ‘Add from Group’ tab

2. Select your group from the relevant drop down list.

3. Click on ‘Search’

4. Once run click ‘Add Targets’ (This will return to your campaign)

1. Select the ‘Stages/Tasks’ tab

2. Click ‘Edit Stage’ on the stage 1 record

1. Set the Description (Name of your campaign)

2. Set the Stage Type (Static or Dynamic)

3. Set the status to ‘complete’

4. OK

Using Results to Build a Group

This information can be used to build a group

1. Within Contacts (or Leads) Select Groups

2. Click ‘Add Group’

3. Name your group.

1. Click on the ‘Conditions’ tab.

2. Select ‘C_Campaignmgr’ table (groups using survey responses would require using the ‘C_Campaignsurvey’ table).

3. Double click on ‘Campaignname’

4. Use the browse button to show a list of campaigns.

5. Select the campaign you would like to filter your results by, and ‘ok’ back to the Query Builder.

1. Select ‘C_Campaignmgr’ table (groups using survey responses would require using the ‘C_Campaignsurvey’ table).

2. Double click on ‘User Experience’

3. Use the browse button to show a list of experiences.

4. Select the experience you would like to filter your results by, and ‘ok’ back to the Query Builder.

5. By clicking ‘OK’ within the Query Builder you have now created a group that may be used within future campaigns, and the query will run, returning your results.

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