Mass And Export Processor Edward M. Kwang President

s in Elliott V7.1 Send from Report Printing – as An Attachment Automatic s –Order Acknowledgement –Shipping Acknowledgement Send from eContact Screen Send from eContact Manager Mass s

Attribute Attribute Expand Elliott Database –You can View and Update Attribute information in Elliott. How do you report or analyze Attribute data? –Report Writer – Require More Technical Knowledge from Users –Mass / Export Processor – Easy to use

Mass & eContact To use Elliott Mass , you must use eContact first. Send Mass to eContacts –Based on Selection Criteria –Will Drop the Following eContacts by Default eContact Does Not Have Address eContact Does Not Wish to Receive eContact Blocked From Web Access

Mass s Highlights Compose Your s –Mail Merge Functions Choose Selection Criteria Get Records and Massage Your List Send s –Test Send –Individual or Interact With Client Template

Elliott Review / Demo Printing & s eContacts & s Contact Managers & s

eContact Review / Demo Web Tab Attribute Tab –Contact Attribute –Customer Attribute

Mass Demo Compose –Mail Merge Capability Selection Criteria –Pre-Linked Tables (Ease of Use) Massage Your List Test Send Interact with Client – Beautify the

Attribute in Mass Attribute Field in Customer –For Selecting Customer With An Attribute Customer Attribute Folder –For Selecting by Field of an Customer Attribute Same Principle Apply to Other Files

Mass Template Demo Reuse The Following –Content –Selection Criteria

Export to Outlook Address Book It’s Nice to Maintain Central Address Database With eContact. But… How do you handle the scenario for forwarding when address not in Outlook? –Synchronize Elliott eContact to Outlook –Many Applications Synchronize With Outlook

Mass Export Demo General Export Capability –Drag & Drop –Attribute Fields Outlook Address Book Export Review Export Data in Spread Sheet

Export Processor Sibling of Mass Design for Exporting to CSV File Purpose Easier to Use Than a Report Writer Great Support for Selection by Attribute

Export Processor Demo Use Attribute For Selection Criteria Drill Down Capability –This Feature Apply to Mass as well Export Attribute Data Launch Spread Sheet Use Template

Template for Export Processor Demo Reuse the followings: –Selection Criteria –Exported Fields –Exported Path A Quick Report Writer

Why Export Processor? Since Mass can perform Export, why do we need Export Processor? –Mass Is Based on eContacts One Record Per eContact What If Customer Does Not Have eContacts? –Customer Will Not Be Selected –Export Processor Is Based on Customers, Vendors, Orders…etc. One Record Per Customer Does Not Depend on eContact Exist to Be Selected

Conclusions Mass s –Mail Merge –Selection Criteria: Flexible & Easy to Use –Text or HTML version –Export to Outlook Address Book Use Elliott eContact as The Central Address Book Export Processor –Make Attribute Feature Valuable –A Quick Report Writer

Questions & Answers