Challenge
How do I send and track complimentary or specimen copies of shipping information to relevant departments who are responsible the deliveries.
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Solution
This feature is mostly a print feature highly relevant for print advertisers but can also be used for digital, or other media if needed. The copy shipping list is a related list within your media campaignMedia Campaign, contactContact, and campaign item. You can enable it by modifying your layout(s):
Voucher Copies
Free Copies
Its records store Campaign Item.
Voucher copy records & stores all information about the recipients who requested one or more voucher vouchers or free checking copies. (German: "(Freie) Belegexemplare").
To create a new record click on NEW on “New” next on the related list and you get to select choose from the type following types of Copy Shipping:
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Make sure that you always select a media campaign when entering the information for the voucher copy e.g. shipping information, whereas free copies should always be linked to a contact record.
Examples
The advertiser CarCompany advertised in the magazine “Cars”. To send him a voucher for a copy of the relevant edition of “Cars” should be captured in ADvendio.
Voucher Copy Shipping Record
Info |
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Make sure that always a media campaign is selected when entering the information for the voucher copy shipping information whereas Free copies should be linked to a contact record. |
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Free Copy Shipping Record
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Free Copy Shipping Record
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Reporting
In order to deliver shipping copy lists to your logistic department you can create custom reports with the needed fields and export or schedule them.
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Setup
To learn how to set up the Copy Shipping feature please edit the Salesforce Layout(s) of your Media Campaign. If you need to create new Standard Reports find help here.