To open this module click the Marketing tile on the dashboard.
This is an independent module allowing you to store contact data of prospective customers, target groups for promotion activities etc. It allows you to easily organize your marketing activities: general mailing campaigns as well as individual marketing contacts.
On the Dashboard click on the Marketing Contacts tile.
You will manage your marketing contacts in three screens:
To view and edit record details click on a name in the left-hand column.
There are two ways of adding contacts:
1. Manually add single contacts by clicking the New contact button.
2. Import from a file:
Assigning standard values to a list of contacts
This feature is useful for keeping a systematic order of your marketing contacts and campains. By assigning categories, sources and status notes to sets of contacts you can later on easily find them for further action.
Example: You want to store newly imported contacts under the category PromoBigComp. (You can later use this to send out a circular to all contacts under this category.) Simply enter this expression in the field above the Category column and click . At a later time, entering PromoBigComp will find that same set of contacts for further action.
Please note that right after each import only the imported records are shown.Therefore this is the ideal time for inserting generalized information: after adding this status note to a set of records it will be easy to go back the same record set later on.
After import a set of records you may, e.g., assign a status label "Promo1" to indicate that the listed records have been used in their first mailing campaign. You could then search for all records having "Promo1" and use them for "Promo2", the second mailing campaign, etc. .
Including records in Distribution lists for circulars
As in other contact tables in TOM you can also add marketing contacts to the distribution list for a current circular mail you want to send out. To do so click into the checkbox at the end of each List row.
In Detail view you can optionally define an individual salutation line, in case a contact in the company is known to you personally. For all others you can generate a general salutation line in the Circulars module.
In order to organize your telephone marketing you can keep record of contacts made and things discussed (Detail view). You can also create a date for another, follow-up appointment.
Convert Marketing Contact into Client profile
Click on New Client in the main menu bar in Detail view .
The marketing contact itself will not be automatically deleted in this process.
Detail view shows: