Mailing List Mania An ACEware Webinar April 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..) Querying for names Tracking a mailing

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

Mailing List = List = Customer List =

What can the name record do for YOU?? Subject / Interest Codes Organize by geographic location Specify demographics

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.

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

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

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

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

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

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

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 CASS = Coding Accuracy Support System

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

Exporting for CASS Cert

Be certain to add a.dbf to your file name Then Send the file to Labels & Letters

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

CASS Certification Additional documentation on CASS certification is available from the United States Postal Service

Name & Address Tips & 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

Name & Address Tips & Tricks  Alt + 0 (Zero) - Manually edit the City and State on a Name record

Name & Address Tips & Tricks  Set your Preference (name Preferences) to: Warn if entering duplicate address (system admin must do this)

Name & Address Tips & Tricks  To locate a city in the zip code table  Modules / Zip Codes / Find Zip Code

Name & Address Tips & Tricks 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 Copies the Name, Address, Day Phone, and Address (in block format) from the open Name record. The block can then be pasted into a document Name Record Only Shortcuts

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

Who will we mail to?

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

Beginning at a specific label

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

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

Selecting names... it’s all about the queries

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

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)  ??

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

Questions? Exploring Student Manager ModulesApril 15 th 2 PM CST Module Tips and TricksApril 17th 2 PM CST Upcoming Webinars….