Form Help - Contact Marketing
This Form, together with the Company Marketing Form, provides a simple means to manage your company's marketing effort. PlanChest can replace existing dedicated contact management software with a product totally integrated with your core business functions.
About the Contact Marketing Form
Although accessible from the Home Page by a separate Contact Marketing button, this Form is best considered as a variation of the Contacts List Form or as another view of the same information available as a sub-form of the Contact Form.
You cannot add or delete Contacts using this form, nor edit any of the fields displayed in grey. You must use the Office Directory for all these data changes.
The Contact Principal and Second Contact fields are described on the Office Directory Form Help page. This information may be edited here on the Contact Marketing Form, on the Contact Form, or in the Office Directory.
The Contact Marketing Form provides ten editable fields which also display on the sub-form of the Contact Form and the Contact Marketing Reports. The titles of these fields are set, from the Home Page, using the Configuration Table - Bespoke Captions.
Using the Contact Marketing Form
Contacts are added to the Form automatically when they are created in the Office Directory.
PlanChest recommends that the information in the Bespoke Captions Configuration Table is edited by your IT Department or database support staff. The captions can be re-configured at will.
You may record whatever information you wish in the columns. Existing PlanChest clients use these fields to record the distribution of marketing material, attendance at company marketing events, or inclusion on the annual Christmas card list. PlanChest recommends that, within each column, you aim for a high degree of consistency to assist with future Filtering.
Reports/Export Data
For general information on Reports, refer to the PlanChest Guidance page.
Contact Marketing List: An A4 landscape list, displaying information from all ten user-configurable fields. The Contacts are grouped by Company and the Companies are sorted in alphabetical order. Often printed as a Filtered Report.
Avery OML14 Address Labels: Prints one label per contact, with name, company, and company address. Invaluable for bulk mailings to your Contacts. You may print as a Filtered Report.
The Export Data button is unique to this Form and provides the ability to export information from PlanChest in a format suitable for a variety of non-database uses, particularly as a name and address file for mail merges. You are offered a selection of export format options. If you require more assistance in the use of this function please contact our Online Technical Support.