Create an E-mail Marketing Campaign List

E-mail Marketing Overview | E-mail FAQs

Basic

This topic applies to the Create an E-mail Marketing wizard, which walks you through the steps to create or manage targeted customer lists that you can use for e-mail marketing.* You can access this wizard from the Customers menu or from the Customer Center.

You create an e-mail marketing customer list based on information from your customer records or on sales data accumulated for those customers. When the list is completed you can send it directly to the e-mail marketing partner integrated with Point of Sale or save it to an Excel file and then manually upload to an e-mail marketing provider of your choice.

The wizard includes the following pages. Click Next when ready to move to the next page.

1. Contact your Customers: Informational overview.

2. Choose Campaign Type: Select one of the predefined campaigns or choose Custom to define other criteria:

- Recent PurchaseContact only customers that have made a purchase in the last x number of days (enter x).

- No ActivityContact only customers that haven't made a purchase in x number of days (enter x). Optionally, you can also elect to include only those customers that have made at least one purchase from you anytime.

- Merchandise InterestContact only customers that have made a purchase from a particular department or vendor. Click the Select Department/Vendor button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.

- CustomSpecify filter criteria to build a customer list. You can filter for any information stored in your customer records (city, ZIP Code, customer type, charge account customers, etc.) and/or for information contained in your customer sales history. This selection presents additional pages for entering specific filter criteria. How do I enter filter criteria?

3. Review Customer List: This page displays a proposed list of customers based on your selections. By default, all customers in the proposed list are selected for inclusion in the final list ( = selected). You can remove customers from the final list by clearing their checkboxes. Clear/select checkboxes by clicking on them or by using the button options on the right.

4. Review and Send: Enter a name for the customer list and specify how you want to output the list. If you have an account with the integrated e-mail marketing partner , the list can be sent directly to them. Otherwise, you can export the list as an Excel file to send to another provider.

Notes:

- You create, send, and track the content and effectiveness of your marketing campaign through the service provider you have selected.

- Customers must be marked OK to e-mail in their record to be included in marketing customer lists. This allows your customers to "opt out" of receiving marketing communications.

- *This feature requires an account with a third-party e-mail marketing provider. Terms and conditions, pricing, and service options are set by the e-mail marketing provider you choose.

Related Topics

Office Integration

Customer Center