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Created page with "= Overview = Business Express (BeX) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who a..."
= Overview =
bxp software (bxp) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who aren't 100% sure of how the system works on first use. To make life easier we have provided a very simple system of building forms using an Microsoft Excel spreadsheet.
= Sample Data =
To start the process we will need some data to load. Contacts or people you want to contact will end up in an Excel spreadsheet.
A good free sample is available from http://www.briandunning.com/sample-data/ We're going to use the free 500 UK records to demonstrate with.
# Download the zip file.
# Open it up. Inside is a CSV file.
# Open the CSV up and then in Excel use File > Save As.
# Change the Save as type to be "Excel 97-2003 Workbook (*.xls) and save the file to your desktop.
[[File:Crm_outbound_001.png]]
= Construct the form =
Now we need a form in bxp in order to manage this data. A form is the container which holds all of your campaign data.
''Log into bxp > Main Menu > Form Management > Form - Primary Management > Form - Create from Excel Spreadsheet > ''
You'll then be asked to locate the Excel contact list. Find the file and then click the "Upload File" button.
[[File:Crm_outbound_002.png]]
When the file has successfully uploaded click "Create Data From Excel File"
[[File:Crm_outbound_003.png]]
You will then be given a set of options.
[[File:Crm_outbound_004.png]]
Choose the top option "Click here to edit this new form"
[[File:Crm_outbound_005.png]]
From the left click "Review the build" and your new form will present itself.
[[File:Crm_outbound_006.png]]
You can navigate through the data using the handy "Move Next Record" bar at the top. Click "Move First" and the records will display.
[[File:Crm_outbound_007.png]]
bxp software (bxp) provides users with a blank form into which they can create any structure. This can be a little daunting for new users and people who aren't 100% sure of how the system works on first use. To make life easier we have provided a very simple system of building forms using an Microsoft Excel spreadsheet.
= Sample Data =
To start the process we will need some data to load. Contacts or people you want to contact will end up in an Excel spreadsheet.
A good free sample is available from http://www.briandunning.com/sample-data/ We're going to use the free 500 UK records to demonstrate with.
# Download the zip file.
# Open it up. Inside is a CSV file.
# Open the CSV up and then in Excel use File > Save As.
# Change the Save as type to be "Excel 97-2003 Workbook (*.xls) and save the file to your desktop.
[[File:Crm_outbound_001.png]]
= Construct the form =
Now we need a form in bxp in order to manage this data. A form is the container which holds all of your campaign data.
''Log into bxp > Main Menu > Form Management > Form - Primary Management > Form - Create from Excel Spreadsheet > ''
You'll then be asked to locate the Excel contact list. Find the file and then click the "Upload File" button.
[[File:Crm_outbound_002.png]]
When the file has successfully uploaded click "Create Data From Excel File"
[[File:Crm_outbound_003.png]]
You will then be given a set of options.
[[File:Crm_outbound_004.png]]
Choose the top option "Click here to edit this new form"
[[File:Crm_outbound_005.png]]
From the left click "Review the build" and your new form will present itself.
[[File:Crm_outbound_006.png]]
You can navigate through the data using the handy "Move Next Record" bar at the top. Click "Move First" and the records will display.
[[File:Crm_outbound_007.png]]