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Mass Email And Export Processor Edward M. Kwang President.

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Presentation on theme: "Mass Email And Export Processor Edward M. Kwang President."— Presentation transcript:

1 Mass Email And Export Processor Edward M. Kwang President

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

3 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 Email / Export Processor – Easy to use

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

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

6 Elliott Email Review / Demo Printing & Emails eContacts & Emails Contact Managers & Emails

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

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

9 Attribute in Mass Email 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

10 Mass Email Template Demo Reuse The Following –Content –Selection Criteria

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

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

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

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

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

16 Why Export Processor? Since Mass Email can perform Export, why do we need Export Processor? –Mass Email 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

17 Conclusions Mass Emails –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

18 Questions & Answers


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