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Act! Pro 16 - e-newsletter campaign

New Member
Posts: 2
Country: United_Kingdom

Act! Pro 16 - e-newsletter campaign

We have one database and each customer record has a tick box to show their suitability for 4 products we offer.  How can I isolate all the companies with (for example) apples ticked and all the people with oranges ticked to send them a relevant e newletter?  is this possible at all?

 

Many thanks

Roxzanne

Copper Super Contributor
Posts: 49
Country: USA

Re: Act! Pro 16 - e-newsletter campaign

I would suggest crerating gruops (Dynamic) for those contacts so you do not have to look them up. A quick way to find contacts is to hover your mouse over the check box, right click, and select Lookup "Filedname".

Phillip R. Horn
ACTive Certified Consultants of Virginia, LLC
888-975-3111
www.accofva.com
Bronze Super Contributor
Posts: 1,544
Country: United_Kingdom

Re: Act! Pro 16 - e-newsletter campaign

Philip - I called the user and found out that they had been setup to first enter the Company details and then create a Contact.

In so doing they had created the tick boxes in the Company view and not the Contact view.

This meant they couldn't use the Dynamic Groups because they are based on Contacts not Companies!

Could anyone suggest how they could transfer their Company fields to the associated Contacts fields?

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org