TARGET Sales Management System - Application Notes
Bulk Marketing
To send a document via Bulk Fax or Bulk E-mail, please see the page on
Preparing Documents.
Sending Bulk E-mails from TARGET
You may send a MultiWrite document, inventory list, price list, available for sale list or a quote
in a bulk e-mail.
You MUST have a return e-mail address set up in User Maintenance.
To do this:
- Enter the Back Office
- #88 System Controls
- #12 User Maintenance
- Modify the appropriate user and add return e-mail address
Selecting Prospects
- Enter the BACK OFFICE, choose #32 PROSPECT LIST
- Choose one of the several ways to select prospects. (If you need help on filling out the
fields see Prospect Data.) Reminder, ANY FIELD THAT IS LEFT BLANK WILL NOT BE CONSIDERED IN
THE SEARCH.
- When done, choose #21 NAMES FOR BULK E-MAIL. Enter the contact number you want to send the
e-mail to (1, 2 or B for both).
- Then select what you will be sending, follow the menu choices and it will be sent
NOTE: It is strongly recommended that you send a test e-mail to yourself, BEFORE you
send it out in bulk. Assign yourself a selection code that no other prospect has and do a search
entering that code.
Sending Bulk Faxes from TARGET
You may send a MultiWrite document, inventory list, price list, available for sale list or a quote
in a bulk e-mail.
Selecting Prospects
- Enter the BACK OFFICE and choose #32 PROSPECT LIST
- Select one of the choices from the menu to generate a prospect list (If you need help filling
out any of the fields see Prospect Data). ANY FIELD THAT IS LEFT BLANK WILL NOT BE CONSIDERED
IN THE SEARCH.
- Next choose #18 NAMES FOR BULK FAX. Enter the contact number you want to send the fax to
(1, 2 or B for both).
- Fill in the appropriate information. If you want to use a fax letterhead, you must supply the
fax image control code, otherwise the system default letterhead will be in that field. You may
also choose the time to start the fax, the default time is the current time.
- Now you may choose one of the five choices that are given to send.
NOTE: It is strongly recommended that you send a test fax to yourself, BEFORE you
send it out in bulk. Assign yourself a selection code that no other prospect has and do a search
entering that code.
Return to topic list |
Return to TARGET page |
Return to HSI homepage