Customizing your marketing funnel - Example 1
Each of the mailouts in the Basic Funnel have similar criteria, the only difference being the date range for their Last Order Date. Let's say you wanted to make a change. Let's say you only want to send your mailouts to clients whose job average is higher than 75 dollars. Here is how you would m ...
- Customizing your marketing funnel - Example 2
Sometimes you may want to do follow-up reminders to certain types of clients more often than other types. For example, in a carpet cleaning company, you may want to service a client with allergies or pets every 3 months instead of just every 6 months. Let's add a new funnel entry to the Basic Ma ...
- Marketing - Funnel Details
Each Marketing Funnel that is setup should contain one or more Funnel Detail entries. A Funnel Detail contains the specific Mailout/Correspondence definition and the criteria used to determine who is to receive that mailout. On the Marketing Funnels screen, as you select a different funnel in th ...
- Running your Marketing Funnel - Creating Mailouts using the Marketing Funnel
Whenever you are ready to do the mailouts for people who are in your funnel (meet the criteria you have setup), click the Calls & Mailouts button on the Navigator. Then on the Mailouts tab of the Calls and Mailouts screen, click the Re-Funnel button. The program will run all of the queries with ...
- Testing Marketing Funnels
Activating/Deactivating Entire Funnels and/or Funnel Detail Entries Each funnel can be active or not, and each funnel detail entry in a funnel can be active or not. By unchecking the Funnel Currently Active checkbox for a funnel, you are making it so that when you Re-funnel on the Calls and Mail ...
- The Basic Marketing Funnel (Marketing Funnel Example)
A Basic Marketing Funnel came setup already with your Camelot Software. From the Misc/Setup pull-down menu, choose Marketing Funnels. Choose the “Basic Funnel” listed on the left. By looking at the entries on the right, we can see that we want to send a "Thank-you Letter" to first-time clients ...
- What is a Marketing Funnel?
As you enter clients and orders into your database, you are gathering very valuable pieces of information that will help you market your services to that client in the future. One of the most powerful ways to do this is through direct-mail marketing. The program will help you keep your list o ...
