Targeting people with emails, then faxes, then addresses

Last updated: 2/10/2012

Say you wanted to contact the people in your database. Giving preference to emails, then to faxes, then anyone missed gets a posted letter.

As the below method involves tagging and untagging, only one person using the Cadzow People Manager should do this at a time (otherwise you will trip over each other).

Step 1: First, let’s tag everyone that you want to contact.

• If you want to do everyone, skip this section and go to step 2.

• From the MAIN MENU choose ENQUIRIES, then choose PEOPLE. Search for whatever people you want to contact (eg. you might be interested in only a particular profile, or a particular membership or financial status).

• Then click on NEXT STEP and check that these are the people you are interested in.

• Click on the TAGGING button at the base of the screen.

• Choose UNTAG ALL.

• Then choose TAG ONLY THOSE IN THE RESULTS LIST.

• So now only the people you want to target will be tagged.

• Close back to the MAIN MENU.

Step 2: Find people with emails.

• From the MAIN MENU choose ENQUIRIES, then choose PEOPLE.

• If you want to limit this to only a set of people as chosen above, please tick TAGGED ENTRIES ONLY.

• Under ADVANCED SEARCH CRITERIA, for the emails section choose THOSE WITH AN ACTIVE EMAIL.

• Choose NEXT STEP.

• Click on the section SEND EMAILS/FAXES/TEXT. Generate your email string using whatever settings you usually use. Copy and paste the entire email list into the BCC of your email. Write your email. Add the newsletter as an attachment. Send.

• If you want to continue to step 3 onwards: we are now finished with these people with emails, so let’s UNTAG them. Click on the RESULTS LIST and click TAGGING. Choose UNTAG ONLY THOSE IN THE RESULTS LIST.

• Close back to the MAIN MENU.

Step 3: Find remaining people with faxes.

• From the MAIN MENU choose ENQUIRIES, then choose PEOPLE.

• Tick TAGGED ENTRIES ONLY.

• Under LIMIT TO, for the emails section choose LIMIT TO THOSE WITH AN ACTIVE FAX.

• Choose NEXT STEP.

• Click on the section SEND EMAILS/FAXES/TEXT. Generate your faxes using whatever settings you usually use.

• We are now finished with these people with faxes, so let’s UNTAG them. Click on the RESULTS LIST and click TAGGING. Choose UNTAG ONLY THOSE IN THE RESULTS LIST.

Step 4: Find remaining people with addresses.

• From the MAIN MENU choose ENQUIRIES, then choose PEOPLE.

• Tick TAGGED ENTRIES ONLY.

• Under LIMIT TO, for the emails section choose LIMIT TO THOSE WITH AN ACTIVE ADDRESS.

• Choose NEXT STEP.

• Choose LABELS (at the base of the screen). Print labels using whatever settings you usually use.

• We are now finished with these people with addresses, so let’s UNTAG them. Click on the RESULTS LIST and click TAGGING. Choose UNTAG ONLY THOSE IN THE RESULTS LIST.

Step 5: Who’s left over? (ie. who does not have an email, fax or address?)

• From the MAIN MENU choose ENQUIRIES, then choose PEOPLE.

• Tick TAGGED ENTRIES ONLY.

• Choose NEXT STEP.

• Decide what to do with these people. Collect more information on them? Ignore them for this promotion? etc