Contact Marketing

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TFS User Guide - Table of Contents

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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.

Opening the Contact Marketing Screen - Click to view

From the Contact menu, select Marketing.
From the sidebar, select Contact then Marketing.

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.

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.

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.

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

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.

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.

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The Finance Shop KB

Contact Marketing

Analytics

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