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Mailing List Mania

Mailing List Mania. An ACEware Webinar April 3, 2008 2-3 pm. Our agenda for today . . . The name record ( it’s all about the codes) Keeping your lists in Student Manager Using the name flag labels / printing marked labels CASS certifying your list Name Data Tricks ( Pimp my name..)

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Mailing List Mania

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  1. Mailing List Mania An ACEware Webinar April 3, 2008 2-3 pm

  2. Our agenda for today . . . • The name record ( it’s all about the codes) • Keeping your lists in Student Manager • Using the name flag labels / printing marked labels • CASS certifying your list • Name Data Tricks • ( Pimp my name..) • Querying for names • Tracking a mailing

  3. Shout out! Indicate in the Question/Answer box, what OTHER mailing list topics you might want to discuss today.

  4. Mailing List = Email List = Customer List =

  5. What can the name record do forYOU?? • Subject / Interest Codes • Organize by geographic location • Specify demographics

  6. It’s all in the codes! • Interest / Subject codes • Date of recent contact • Location / Geographic Cluster • Don’t Forget User Defined Fields PLEASE PLEASE ! If you’re not doing ANY coding begin with COURSE Subject Codes.

  7. Keeping all your eggs in one basket! Chuck Sez: Put Mailing List Data IN your Student Manager • Updates (one place to edit) • Track outcomes Why??????

  8. The Import Tool: ConvertW . . . Use this to Import your lists ( See your friendly HELP system for more details.)

  9. Handling Brochure Print Material Requests…The Label Flag On the name screen, print the Label Flag option

  10. Printing Marked Labels If you’d like, enter a quick reminder about what you need to send.

  11. Printing Marked Labels Instead of a query, you may click the “Print marked labels”

  12. Printing Marked Labels Only the names that were checked will be included in the report And you will be given an option to remove the Label Flag field checked on the name screen

  13. CASS = Coding Accuracy Support System CASS Certification • Corrects and standardizes addresses • Ensures that every address on your list is deliverable • Mailers who use CASS Certified mail may qualify for discounted postage rates • Labels & Letters is Integrated to SM (See the Partner Link from our website) Costs 2-3 cents per address

  14. You should . . . CASS Certify your Student Manager database periodically to ensure accurate delivery of ALL mail – including individual pieces.

  15. Exporting for CASS Cert

  16. Exporting for CASS Cert Then Send the file to Labels & Letters Be certain to add a .dbf to your file name

  17. Importing CASS files

  18. Importing CASS files • The BEAUTY of the Labels & Letters integration is that you CAN continue to work in Student Manager • Add names • Add registrations • Add Interest Codes • While you wait to get your file back

  19. CASS Certification Additional documentation on CASS certification is available from the United States Postal Service http://ribbs.usps.gov/files/cass/CASS%20Cert%20Req%20MAILERS%20Guide.pdf

  20. Name & AddressTips & Tricks • Combining Duplicate Name Records “Good” twin, “Evil” Twin Type SSN/ID of Good twin over SSN/ID of Evil twin. ( System will allow you to merge records) Beautificatious Part is: All data from Evil twin is TRANSFERRED to Good twin

  21. Name & AddressTips & Tricks • Alt + 0 (Zero) - Manually edit the City and State on a Name record

  22. Name & AddressTips & Tricks • Set your Preference (name Preferences) to: Warn if entering duplicate email address (system admin must do this)

  23. Name & AddressTips & Tricks • To locate a city in the zip code table • Modules / Zip Codes / Find Zip Code

  24. Name & AddressTips & Tricks Name Record Only Shortcuts • Alt + V - pastes data from current Name record into new Name record (Edit | Paste Name) • Alt + W - copies (clones) data from current record into clipboard (Edit | Clone Name) • Alt + 3 - Copies the Name, Address, Day Phone, and Email Address (in block format) from the open Name record.  The block can then be pasted into a document

  25. Mailing List Maintenance UtilityW Hey.. Great idea for future Webinar, huh?

  26. Who will we mail to?

  27. Excluding names Click this option to exclude names marked as “Do Not Mail” Don’t mail

  28. Beginning at a specific label

  29. Logging a mailing CRM Module Required Place a check next to Record “CRM” Entry

  30. Logging a mailing After the report prints, you see the LOG CRM Entry dialog box Don’t forget to log the reason for the mailing

  31. Selecting names . . . it’s allabout the queries

  32. Query Case Studies • Folks interested in ACEware classes who have had some contact with us in the last 18 months • Folks interested in computer classes where they had expressed interest is in the last year (interest code date) • Zip code range • Anybody who’s taken any one of five interest codes • Every body EXCEPT those who have taken a class within the last year

  33. Tracking Mailings • Add a Code to the Mail Label (if YOU print) • Have your Mail House add a code • Color Code your pieces • Use Stoning ( have your Printer put a code on the mail piece) • ??

  34. Tracking on A label Tracking Code: Code the Label with the List you used **123X**

  35. Questions? Upcoming Webinars…. Exploring Student Manager Modules April 15th 2 PM CST Email Module Tips and Tricks April 17th 2 PM CST

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