Mailing Lists

One of the most useful features of Sales Management Plus is that you can create marketing/mailing list from any of the modules that allow you to filter customers by certain criteria. Marketing/Mailing lists can be created directly from Market Analysis, Parts Analysis and Business Comparison.

Create a new marketing/mailing list:
Filter By:
Using Check List:
Saving, modifying and restoring Marketing Lists:

Create a new marketing/mailing list:

You must filter your customers in one of the following modules based on your criteria

    Market Analysis
    Parts Analysis
    Business Comparison

Once you have your customer list click "Mailer" in the menu bar. Your customers are imported into the Mailer Module as shown below

Filter By:

You can filter your list even further by setting criteria in the "Filter By"  

• Title - You can refine your list to certain customers who have certain titles. This list pulls from "title" in the contact module and many variations of the same title may occur. You can use the wildcard % to make filtering easier. For example, if you want to limit your list to all engineers you can search by %engine% and you will get customers whose title might be "electrical engineer", Engineer, "Engineering Manager"  and even the often misspelled "Enginer"!
  
• >Last Mailer (Days) - In order to not overwhelm or over market customers, you have the option of filtering out customers who may have received a marketing piece from you already within the last 1 - 60 days
  
• Market Via -  By choosing the format of your marketing piece SMP will automatically filter out any customers who fall within certain set criteria
  • Standard Mail - Prerequisite- address and "OK to receive Mail"
  • Fax: Prerequisite - Fax number and "Ok to receive Fax"
  • E-mail: Prerequisite - E-mail address and "Ok to receive email"
  • Phone: Prerequisite - Phone Number and "Ok to receive phone call"
    
• Select -  By default, the check box next to the customers name in the Mailer list is "Selected" and this field is set on "Both"
  • You can hand filter the customer list by selecting and deselecting. As in the case of Mary Lenn and Merle Russell above, they have both been deselected. By changing this option to "Selected Only" and clicking "Run" the list will be regenerated showing only the "selected customers. Mary and Merle would not be in this list.

    HINT: When saving or using a list, only the visible customers are used. In the above example, if  I was to change "Select" to "Deselected Only"  only Mary and Merle would now be on my list. If I saved or used the list only they would appear.

    HINT: When changing between Selected  Only, Deselected Only and Both, be sure to hit "Run" to refresh the screen. For selecting and deselecting customers from the list always have "Select" set to "Both". 

    HINT: When using Mailing lists it is a good idea to save your work often. 
    

• Programmable Fields- The next two filterable fields in the example above are customizable programmable fields and may not appear or may be different on your screen. For more information see "Programmable Fields"

Placing Customers on Marketing Lists: Your Marketing or Sales Manager may have set up additional marketing lists for you to place your customer on called  Marketing Lists as well as set up specific information your customer may be interested in receiving info on with  Marketing Check List.