Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

This guide has been reviewed against our global client base and classed as relevant to all regions

A contact record provides the ability to store client details such as property interests, business sector and social/sporting interests - this can be done individually or in bulk

Once this information is stored, a list of contacts can be generated according to the category and/or events/mailings they are subscribed to - and subsequently letters/e-mails can be created for them or the list can be exported to Microsoft Excel

Subscribing an individual contact to mailings/events (& opting out)

1. Access contact record

  • Search for and open the required contact record

  • Click Categories & Mailings (top right)

    See next step

For more information on contacts, click here

2. Categories & Mailings screen

The content of this screen is dependent on your company's configuration

  • Tick the Categories the contact falls into

    For Mailing & Event Subscriptions, see steps 3 & 4

3. Mailings

From the Mailing Subscriptions panel:

  • Tick options to subscribe the contact to relevant mailings

    After selecting an option, a prompt is displayed

  • Click Yes

    Hovering over any subscription shows when/who subscribed the contact

4. Events

From the Event Subscriptions panel:

  • Tick options to subscribe the contact to relevant events

    After selecting an option, a prompt is displayed, as shown in step 3

  • Click Address to choose which of the contact addresses to send to, including E-mail

5. Opting a contact out

Opting a contact out of a mailing or event should be done as follows

Hover over the relevant mailing/event:  

  • Click Opt out

    A prompt is displayed

  • Click Yes

    The date the contact was opted out is displayed on screen, hovering over it shows when/who did this action

Subscribing contacts to mailings/events in bulk

1. Accessing Advanced Search

Subscribing contacts in bulk is done from the contact Advanced Search screen

From the main menu

  • Click Universal Search icon (top left)

  • Click Advanced Search (bottom of screen) and select Contact Search

2. Create list of contacts

Filter options are used to get the list of contacts required

  • Use the filter options at the left of the screen to generate list of contacts
    e.g. filter by Manager to get a list of contacts registered to a particular user
    OR filter by Categories to generate a list according to the contact category 

  • Click Search

  • Click Mailing Options (top left) and select Subscribe to mailings / events
    The list of mailings/events is shown - see step 3

The Mailing Options menu also offers the option to Unsubscribe contacts

3. Select mailings / events

  • Tick the required mailings or events

  • Click Accept

4. Contacts subscribed

All contacts in the list are now subscribed to the selected mailing/event

  • Click OK

Creating a mailing list

Once contacts have been categorised or subscribed to mailings/events, mailing lists can be created

1. Access Advanced Search & filter list

  • Access contact Advanced Search (as outlined in step 1 of the previous section)

  • Use the filter options at the left of the screen to filter the list for your mailing or event
    In this example, all contacts subscribed to the London Business Seminar event are displayed 

2. Export the list

Use the print options to generate letters/emails for the selected contacts or to export to Excel

  • Click Print

  • Select required option
    e.g. Letters, E-mail

  • Click Proceed

To export to Excel:

  • Select MS Excel and click Proceed

  • No labels