The Contact Marketing screen contains the marketing preferences for a selected contact. The screen also lists any SmartCampaigns that the contact has been involved in and any broker groups to which the contact belongs.
| Expand |
|---|
| title | Opening the Contact Marketing Screen - Click to view |
|---|
|
- From the Contact menu, select Marketing.
- From the sidebar, select Contact then Marketing.
|
| Expand |
|---|
| title | Ownership Group -Click here to expand |
|---|
|
If the client record has a broker assigned to it the same broker will be set as the owner of the contact. If a contact is added from an existing contact the Ownership will stay as that of the original broker whom the contact belongs to. |
| Expand |
|---|
| title | General 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 can create your own ranks by clicking on the New button  . |
|
| Expand |
|---|
| title | Marketing 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. |
| Expand |
|---|
| title | Marketing 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 |