Tips & Tricks. Set your Preference (name Preferences) t

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Mailing List Mania

• An ACEware Webinar
• April 3, 2008 2-3 pm

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Our agenda for today . . .

• The name record ( its 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

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Shout out!

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

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Mailing List Email List Customer List

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What can the name record do forYOU??

• Subject / Interest Codes
• Organize by geographic location
• Specify demographics

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Its all in the codes!

• Interest / Subject codes
• Date of recent contact
• Location / Geographic Cluster
• Dont Forget User Defined Fields

PLEASE PLEASE ! If youre not doing ANY
coding begin with COURSE Subject Codes.
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Keeping all your eggs in one basket!
Chuck Sez Put Mailing List Data IN
your Student Manager
Why??????

• Updates
• (one place to edit)
• Track outcomes

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The Import Tool ConvertW . . .
Use this to Import your lists ( See your friendly
HELP system for more details.)
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Handling Brochure Print Material Requests The
Label Flag
On the name screen, print the Label Flag option
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Printing Marked Labels
If youd like, enter a quick reminder about what
you need to send.
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Printing Marked Labels
Instead of a query, you may click the Print
marked labels
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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
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CASS Certification
CASS Coding Accuracy Support System

• 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

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You should . . .

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

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Exporting for CASS Cert
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Exporting for CASS Cert
Then Send the file to Labels Letters
Be certain to add a .dbf to your file name
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Importing CASS files
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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

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CASS Certification

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

http//ribbs.usps.gov/files/cass/CASS20Cert20Req
20MAILERS20Guide.pdf
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Name AddressTips 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
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Name AddressTips Tricks

• Alt 0 (Zero) - Manually edit the City and State
  on a Name record

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Name AddressTips Tricks

• Set your Preference (name Preferences) to
• Warn if entering duplicate email address
• (system admin must do this)

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Name AddressTips Tricks

• To locate a city in the zip code table
• Modules / Zip Codes / Find Zip Code

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Name AddressTips Tricks
Name Record Only Shortcuts

• 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 3 - Copies the Name, Address, Day Phone,
  and Email Address (in block format) from the open
  Name record.  The block can then be pasted into a
  document

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Mailing List Maintenance

• UtilityW

Hey.. Great idea for future Webinar, huh?
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Who will we mail to?
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Excluding names
Click this option to exclude names marked as Do
Not Mail
Dont mail
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Beginning at a specific label
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Logging a mailing
CRM Module Required
Place a check next to Record CRM Entry
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Logging a mailing

• After the report prints, you see the LOG CRM
  Entry dialog box

Dont forget to log the reason for the mailing
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Selecting names . . . its allabout the queries
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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 whos taken any one of five interest
  codes
• Every body EXCEPT those who have taken a class
  within the last year

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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)
• ??

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Tracking on A label
Tracking Code Code the Label with the List you
used
123X
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Questions?
Upcoming Webinars.

Exploring Student Manager Modules April 15th 2
PM CST Email Module Tips and Tricks April 17th
2 PM CST