Using mailing groups to send contact mails

In a Nav forum there was the question “How to use Mailing groups to send mails only to Contacts using a specific mailing group”.

I researched a bit, but did not find anything. At the end i found out by try and error, that this can be handled within the Nav Marketing module using Segments.

So let’s start: Create a new mailing group, here i use “Christmas”. Add it to the contacts, which you want to send a christmas card. I set the new mailing group to the first 3 contacts. Check, that each contact has a valid email address. For testing purposes use test mail addresses.

Create a new segment, set a description and a salesperson code.

Additional set needed values in tab Interaction. In interaction template code field click on dropdown, select E-MAIL, click Advanced, edit list “Interaction Templates”.

Correspondence Type should be E-Mail. Click on Attachment (Yes or No)…