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 Some of the great new version 3.3 features!
1. Emailing of invoices as attached PDF Files
Previously the only option for emailing invoices directly from Camelot was a text representation of the invoice information, and if you wanted to email a PDF, you had to print the invoice to a PDF yourself, and then manually attach that to an email and send it using your normal email program.
Now in Version 3.3, there is simply a right-click option for emailing the invoice directly from Camelot as an attached PDF, so your invoice will look to the client exactly like it looks when you print it out yourself and give it to them.
A free PDFCreator program is needed to use this feature, and Camelot will direct you to the download site for that program when you first use the feature, or you can download it now from:
http://sourceforge.net/projects/pdfcreator/
2. All new main menu Vital Stats layout
The Vital Stats on the main menu have been updated. Not only are there more fields to choose from, it is also now very easy to choose only the fields you want to see, with clear explanations of what the fields mean.
Just right-click on the vital stats area of the main menu navigator screen, and you will see the option "Choose fields to show", which will bring you to this screen:
Simply double-click on the possible field you want in the list on the left to move it to the selected fields list on the right, or use the single arrow buttons between the lists to move from one list to the other, or the double arrows to move all fields. As with any double list screen, you can click and drag within the Selected Fields list to put them in the order you want to see them.
In addition, right from your main menu navigator screen, you can click on a vital stat value, and it will open a report that shows you a list of the orders that value is based on, so you can quickly see the details.
Because of the choices now available to you here, you can now with one click get daily, month to date, week to date, and year to date reports on your most commonly needed data without having to access the report's criteria screen at all - ONE CLICK REPORTS!
3. Now you can email from your mail server if it requires SSL
Previously, if your SMTP email server required an SSL connection (as Gmail does), you couldn't email using that server directly from Camelot. But now in version 3.3, you can use an SMTP server that requires an SSL connection. There is simply a checkbox on the email tab of the company setup screen that allows you to choose the SSL option and type (the type is usually TLS).
new version features new features 3.2 3.3 edition marketing funnel email emailing emails reports reporting main menu vital stats summary marketing
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