PTS/QBPOS-Help
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit - QBPOS Help

Browse Source
This commit is contained in:
Kristen Hercules
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

87
backups/backup_html_20260109_181155/cust_create_email_campaign.htm Normal file
View File

@@ -0,0 +1,87 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Create an E-Mail Marketing Campaign List</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
img.hcp1 { border:none; }
span.hcp2 { font-weight:bold; }
ol.hcp3 { list-style:decimal; }
ul.hcp4 { list-style:disc; }
span.hcp5 { font-style:italic; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Create an E-mail Marketing Campaign List</p>
<p class="Help-Text"><a href="cust_email_mktg.htm">E-mail Marketing Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">E-mail FAQs</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Note">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.* &#160;You can access this wizard from the Customers menu or from the <a href="cust_center.htm">Customer Center</a>.</p>
<p class="Help-Text" style="color: Transparent;">&#160;</p>
<p class="Help-Text" style="color: Transparent;">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 <a title="Popup help" href="qbpos:helppopup.5520">e-mail marketing partner integrated with Point of Sale <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> or save it to an Excel file and then manually upload to an e-mail marketing provider of your choice.</p>
<p class="Help-Text">The wizard includes the following pages. Click <span class="hcp2">Next</span> when ready to move to the next page.</p>
<ol class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Contact your Customers:</span> &#160;Informational overview.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Choose Campaign Type:</span> Select one of the predefined campaigns or choose <span class="hcp2">Custom</span> to define other criteria:</p>
</li>
</ol>
<ul class="hcp4">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Recent Purchase</span>Contact only customers that have made a purchase in the last <span class="hcp5">x</span> number of days (enter x).</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">No Activity</span>Contact only customers that haven't made a purchase in <span class="hcp5">x</span> 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.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Merchandise Interest</span>Contact only customers that have made a purchase from a particular department or vendor. Click the <span class="hcp2">Select Department/Vendor</span> button to specify which department/vendor. Optionally, you may limit the sales period to the last x number of days.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Custom</span>Specify 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. &#160;<a href="../qbpos_basic_procedures/basic306.htm">How do I enter filter criteria?</a></p>
</li>
</ul>
<ol start="3" class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Review Customer List</span>: 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 (<img src="../image/checkbox_icon.gif" alt="Checkbox indicating a selected customer" title="Checkbox indicating a selected customer" width="12" height="11" border="0" class="hcp1"> = 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.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><span class="hcp2">Review and Send:</span> Enter a name for the customer list and specify how you want to output the list. If you have an account with the integrated <a title="Popup help" href="qbpos:helppopup.5520">e-mail marketing partner <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a>, the list can be sent directly to them. Otherwise, you can export the list as an Excel file to send to another provider.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp4">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You create, send, and track the content and effectiveness of your marketing campaign through the service provider you have selected.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Customers must be marked <span class="hcp2">OK to e-mail</span> in their record to be included in marketing customer lists. This allows your customers to "opt out" of receiving marketing communications.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">*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.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_officeintegration.htm">Office Integration</a></p>
<p class="Help-Text"><a href="cust_center.htm">Customer Center</a></p>
</body>
</html>