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 the list on the left, you will see the funnel detail entries for that funnel on the right. You can delete from these entries, edit entries, or add new entries.
Be aware that when you choose to add a new entry, the information from the current entry you have selected will be copied to the new entry. It works this way because usually once you have setup one entry, the criteria for the other entries will only have a few differences.
For example, for a mailout entry, you almost always want to have the criteria row "No Mail? is No (False)" included so that clients that you have checked "Don't Mail" for will not be set to receive the mailout. So once there is an entry there that includes that criteria, when you click to add a new entry, that criteria row will already be there.
To edit a funnel detail entry, simply double-click on its row in the grid, or click once on the row and then click the Edit button above the funnel entries here on the right.
This will bring you to the Funnel Detail editing screen.
The Source Description box is for you to choose the Mailout/Correspondence definition that you want to send to clients who meet the criteria. See the topics about Correspondence Definitions for more information on defining your mailouts.
The Active checkbox should be checked if you want this criteria to run when you click Re-funnel on the Calls and Mailouts screen, or unchecked if you don't.
The Minimum days between contact field tells how many days should pass before the client who still meets the criteria you setup for this entry would be set to receive mailout in the same category as this one again. This is important since you normally don't want to send the same type of mailout to the same client again, and since many times your criteria will be including people who had their cleaning done say between 6 and 7 months ago, then for an entire month they will continue to meet that criteria. So in that example you would want the minimum days between contact to be 30, so they won't be marked to receive the mailout again if you have already sent it to them.
The Edit Mailout/Source Definition button will allow you to see the correspondence definition you have chosen in case you need to change the mail merge document path and name for it.
When you check the Is this just a phone call? checkbox, you are telling this funnel entry to be added as a phone call to make to the client instead of a mailout to send. In this case, whatever you have entered in the Note field will be used as the comment for the phone call to make.
The Note box is for you to type in a description of what clients will receive this mailout, or if it is a phone call, the comment that will be in the note for the phone call to make. It is usually a quick summary of the criteria that you enter.
The Change Criteria button is the most important option on this screen. It is where you set the criteria of what contacts will receive this mailout. It is the same criteria screen that is used on any Client/Contact list report. See the help below on the Basic Marketing Funnel for tips on common criteria entries used in the marketing funnel.
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