SI Lead Manager v7

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Campaigns – How to Print a Mailing

Version of SILM 7.0 and higher About A Campaign can have one to many different mailings.  These individual mailings can be printed (and reprinted) at any time.   Printing a mailing will take the assigned letter template for that campaign template … [Read more...]

Campaigns – How to Create an Envelope Template

Version of SILM 7.0 and higher About To create a Campaign Template you need to have already created at least one Letter Template and one Envelope Template.   By default SI Lead Manager will come with a template for a Standard #10 Envelope. This … [Read more...]

Reporting: Campaigns

Campaign reports are centered around campaign templates.   Below is a list of the available reports in this section as well as a description of what you can expect to see. What's Below Response Rate by Campaign Response Rate by Campaign … [Read more...]

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 … [Read more...]

Campaign Templates

Campaign Templates can be considered a framework for a new mailing campaign.  If you are like me, most of your lists will be mailed out in the same pattern with ideally the same intervals.  As an example I send out my probates like this... First … [Read more...]

Create Mailing

The create new mailing wizard is where you will setup a mailing campaign for a group of leads.  You'll select the leads you want to mail by tag and then you'll pick the details of your campaign, which will be based off custom templates. What's … [Read more...]

Campaign Manager

Campaign Manager is your Direct Mail hub.  You come here to see when all your mailings are scheduled to go out, which mailings are needed to be printed and which mailings are printed and waiting to be mailed. You can easily print letters and … [Read more...]

Main Form

The Main form is where everything starts and ends.  You'll enter into each of the SI Lead Manager functions by clicking on the appropriate menu item.  Each menu item has a top item which when click will display, in a drop down style, it's selections … [Read more...]

Tag Filtering

One of the most powerful and flexible aspects of SI Lead Manager - Beta 6 is the ability to filter what leads you see by Tags.  Tags are used as a way to describe a lead and can be assigned to a lead when importing them into the system or … [Read more...]

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