Storing contact categories, mailings & employment information and subscribing a contact to a list
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
It is also possible to store employment details for a contact, including their current employment, business interests and contact relationships
Subscribing an individual contact to mailings/events (& opting out)
1. Access contact record
For more information on contacts, click here: |
2. Categories & Mailings screen The content of this screen is dependent on your company's configuration
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3. Mailings From the Mailing Subscriptions panel:
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4. Events From the Event Subscriptions panel:
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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:
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Adding employment details
The Employment screen allows you to store information on a contact’s current employment, business interests and contact relationships Current Employment & Employment Notes panelsDisplays details of the contact’s current employment
Business InterestsIf the contact has business interests with any other company stored in your database, this can be recorded here
Contact RelationshipsIf the contact has relationships with any other contact stored in your database, this can be recorded here
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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
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2. Create list of contacts Filter options are used to get the list of contacts required
The Mailing Options menu also offers the option to Unsubscribe contacts | |
3. Select mailings / events
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4. Contacts subscribed All contacts in the list are now subscribed to the selected mailing/event
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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
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2. Export the list Use the print options to generate letters/emails for the selected contacts or to export to Excel
To export to Excel:
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