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Matthew Garrett

Matthew Garrett

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titleGeneral Group - Click here to expand...
  • Select the Preferred Cont. Method by clicking on the popup button.

    • Select the required Preferred Contact Method and then click OK.

Note

This information can be used in Report and Smart Campaign criteria.


Select the contact Rank by clicking on the popup button.

Select the required Rank and click OK.

Note

Rank can be used as Report and Smart Campaign criteria.  You

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can create your own ranks by clicking on the New button Image Added.

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titleMarketing Participation Group - Click here to expand...

Select whether they should be included in different types of marketing campaigns. Toggle between  Yes  and  No  by using the  spacebar.

These are used as Report and Smart Campaign criteria.

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titleMarketing Format Group - Click here to expand

Select the Marketing Formats the contact will accept. Toggle between  Yes  and  No  by using the  spacebar. These are used as Report and Smart Campaign criteria.

Note

Work Flow Notifications is not currently in use