Marketing Tags

 

The following help sheet explains how to add new marketing tags to Enterprise and how to edit existing tags.
NOTE: This help sheet does NOT show you how to assign pre-made marketing tags to a record. For help on this topic, click HERE

 

STEP 1

From the main menu, click ‘Marketing’ followed by ‘Marketing Tags’

 

STEP 2

The ‘Marketing Tags’ screen will then be displayed.

Click the blue ‘+’ button to add a new marketing tag or highlight an existing one and click the blue triangle to change it.

 

STEP 3

The ‘Add Marketing Tags’ screen will then be displayed.

Tag – the Code to be used for the Marketing Tag

Description – The Description for the Marketing Tag

Last Mail Shot To Customers – Allows you to set a cut-off date for this tag when linking it to mail shots for customers.

Last Mail Shot To Prospects – Allows you to set a cut-off date for this tag when linking it to mail shots for prospects.

Last Mail Shot To Suppliers – Allows you to set a cut-off date for this tag when linking it to mail shots for suppliers.

Currently Available To – Allows you to specify which banks of contacts this tag is available to i.e. only suppliers, only customers, customers & prospects etc.