SI Lead Manager v7

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Create New Mailing From Leads Manager

Creating a new mailing through leads manager provides a more flexible way to select the precise leads you want to target.   You will be able to use the features of the Leads Manager form to filter the leads and then select specific leads to create the mailing around.

See Also Create New Mailing Through Campaign Manager

What’s Below

How To

Select Leads

Step #1:  Enter into Leads Manager

Under top menu item Leads, select Manager

Menu_Leads

Step #2:   Enter Tags in the Tag Filtering area *Optional*

See Tag Filtering

Step #3:  Enter In Search Criteria *Optional*

See Quick Search
See Advanced Search

Step #4:  Select Leads you want to mail too

To select All Leads in the Leads Grid you can go to the Action Menu and click on Select All or you can press Ctrl+A on your keyboard.

To select individual Leads in the Leads Grid you hold down the Control (ctrl) keyboard key and click the desired Leads with your mouse.

Selecting Leads…

LM_Create_Mailing_Selected

Step #5:  Click Mailing… under Create New menu item.

Lead_Manager_Create_New

Step #6:  View Selected Leads in the Create Mailings Dialog window LM_Create_Mailing_Leads

Step #7:  When you have finished and want to continue on, press the Setup Campaign button

Create_Mailing_Lead_Selection_SetupButton

Step #8:  Select Campaign Template

Before you create a mailing campaign you must have previously created a Campaign Template.  Once that has been done, you will then be able to setup your campaigns.

The very first thing you will do on this form is to select your Mail Campaign Template.  You do this by clicking the drop down button and picking the template you desire.

Create_Mailing_Campaign_Setup_Legend

Step #9:   Choose Campaign Start Date:   

Next is choosing when you want to begin the campaign, or simply put, send out the first letter.  If the campaign template you selected has a value of Zero (0) for DaysFromStart, then the first letter will be scheduled to be sent on the start date.  If the value is a 7 then the first letter will be sent out 7 days after the start date you selected.

Create_Mailing_Campaign_Setup_Date

Step #10:  Look at the Scheduled Mailings Preview

After setting your campaign properties,  you’ll be able to view a preview of your mailings.  The screen will show the following items…

  1. Sequence Number of the mailing
  2. The Days from the start date that the sequence will be scheduled to mailed.
  3. The scheduled mail date
  4. The Letter that will be sent out.Create_Mailing_Campaign_Setup_Preview

Step #11:  Add Mail Tags *Optional*

Mail Tags are design to allow the user to categorize a particular mailing.  I envisioned using mail tags as a way to help me keep track of different mail tests, such as using 3 stamps compared to 1 stamp or a #10 envelope compared to an invitation style envelope.  This feature would allow you to do that.  I don’t use it all the time, but it’s good to have the option.

Create_Mailing_Campaign_Setup_Tags

Mail Tags

Mail Tags are design to allow the user to categorize a particular mailing.  I envisioned using mail tags as a way to help me keep track of different mail tests, such as using 3 stamps compared to 1 stamp or a #10 envelope compared to an invitation style envelope.  This feature would allow you to do that.  I don’t use it all the time, but it’s good to have the option.

Create_Mailing_Campaign_Setup_Tags

About Mail Tags

A quick and simple explanation on what Mail Tags are and how I would use them.  Mail Tags are completely custom and you can come up with any tag you wish and add as many tags as well.   You can even use prior created tags to group the new campaign with past ones.

Add New or Existing Tags

This is where you create or select a tag to add.  Simply start typing the tag name you want and the list will filter based on what you are typing.  If you see the item you want, then select it a press Add Tag if you do not, then continue typing out your desired tag and then press Add Tag (This will add the new tag to the system as well as to your list).

Mail Tags To Be Assigned

This is the list of Mail Tags that will be attached to the mailings in this campaign.

Create Campaign

When you are satisfied with your campaign setup press the Create button to make it official and create the campaign.

Create_Mailing_Campaign_Setup_CreateButton

After you create a new mailing campaign you will be able to view the newly scheduled mailings in the Campaign Manager.

You will also notice that the Leads in the Leads manager will have a new Scheduled Icon next to them to indicate that these leads have been scheduled for a mailing, but have not yet been mailed to yet.

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