Direct Marketing: Configuration - Seeds

Direct Marketing: Configuration - Seeds

1. This tutorial will cover how to create seed groups and contacts for use with the direct marketing module.
2. Seed groups and contacts are contacts that are added to the recipient list of a direct mailing campaign; they are used to enable the oversight and auditing of the receipt and outcome of marketing materials, and they may include staff and board members.
3. To configure seed groups and contacts, click on the Main Menu (3 bars) button in the upper right of the screen, and in the Active Modules section, click on Configurations.
4. In the resulting Configurations screen, under Appeals, click on Seeds (Groups & Contacts) to be taken to a list of all currently configured seed groups and contacts.
5. To create a new contact to act as a seed for direct marketing campaigns, click on the New Contact button in the lower right corner of the screen.
6. In the resulting pop-up dialog box, supply all available information for the contact including name, email and physical address.
7. When you have entered all the contact’s information, click on the Save button.
8. To create a new group, click on the New Group button in the lower right corner of the screen.
9. In the resulting pop-up dialog box, provide a name for the group and a unique code, in the Name and Code fields, respectively, and hit the Save button.
10. To assign contacts to a seed group, mark the check-box next to all the contacts you wish to be in the same group; then, from the Group drop-down menu, select all groups to which these contacts are to be added and click the Apply button.
11. To remove a contact from a group, find the name of the group in the contact entry, go to the Group column, and click on the X button for that group name.
12. To edit an existing contact, click on the Edit button for the appropriate contact entry.