It is accessible from the Misc/Setup > Marketing Funnels pull-down menu option, or by a new Marketing Funnel Setup button on the Calls and Mailouts screen.
This new screen will basically walk you through adding new marketing pieces, whether they be letters, postcards, emails, or phone calls.
Just click the Add New Piece button, and follow the on-screen directions.
As you can see from the screen shot above, once the new piece is added, option #1 on the right allows you to easily choose common criteria for who you want to send this piece to from a drop-down list, or you can customize your criteria by starting with one of the choices, and then clicking the customize your criteria button, which will pull-up the normal criteria screen.
Then, under option #2 you can choose the particular letter or email template from the list, or you can also click the Options button there, and choose to Customize the selected template, or there is a new Browse Templates screen (shown below) that allows you to see a list of all the mail merge report templates along with a preview of what it looks like.
When the marketing piece is an email, the Options button allows you to customize that email as text only, or you can edit the email as HTML using the HTML editor of your choice. There are also sample HTML emails included that you can start out with.
Remember once your funnel is setup, all you have to do to execute it at whatever frequency you desire is go to Calls and Mailouts from the main menu navigator screen, and on the Mailouts tab, click the Refunnel button.
Also new to version 3.2 is an A/B split option (screen-shot below). From the Calls and Mailouts screen, once you have a mailout set to be sent to a group of clients, you can right-click on that mailout, and choose the Split these recipients in A/B group option, and then choose an alternate mailout from your list, and the program will automatically divide that group of recipients and mark to send half of them the alternate mailout.
These new options will make it easier than ever to stay in touch with your valuable clients and maintain your repeat business.
marketing funnel marketing funnels marketing campaign calls mailouts phone calls email emails sending emails postcards reminder letters reminder postcards reminders thank you letter thank you letters 6 month reminder 6 month reminders annual reminder annual reminders monthly reminders
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