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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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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.


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titleOpening the Contact Marketing Screen - Click to view
  • From the Contact menu, select Marketing.
  • From the sidebar, select Contact then Marketing.


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titleOwnership 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.


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

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

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


Select the contact Rank by clicking on the popup buttonImage Modified.

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Select the required Rank and click OK.

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Rank can be used as Report and Smart Campaign criteria.  You can create your own ranks by clicking on the New button Image Modified.



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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.


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Work Flow Notifications is not currently in use