SI Lead Manager v7

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Campaigns – How to Create a Campaign Template

Version of SILM 7.0 and higher About Before you can create a mailing campaign you must create a Campaign Template.  All mailing campaigns are based off of a template.  You can create as many Campaign Templates as you like from single mailings to … [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...]

Printing Letters and Envelopes

This help post will walk you through how to print letters and the matching envelopes for your mailing campaigns. The Campaign Manager contains three main lists of items... Scheduled Mailings: Mailings that are due to go out Printed Mailings: … [Read more...]

Contract Templates

Si Lead Manager comes with over 50 useful documents and contracts  (Courtesy of J.P. Moses) that you can freely use.  As always though, get any legal contract looked over by your lawyer to make sure it applies to your state laws.  As well as the … [Read more...]

Create New Envelope Template

Envelope Templates will be used in SI Lead Manager to mail merge a leads mailing address to your envelopes.  You have to create a template for each different sized envelope that you plan on printing to. Just like Letter Templates, you 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...]

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...]

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