Shortcuts Marketing Plus: How to Use Targeted Marketing

Access Marketing Tools: Open Shortcuts Fusion, navigate to the Tools menu, and select Marketing.
Define Search Criteria: Enter specific search parameters (e.g., clients who have never purchased a certain product). Click Compute to generate the list.
Refine the List:
- Exclude clients who lack essential contact details (e.g., no email address).
- Press Generate to finalize the list.
Select Campaign Type: Choose SMS or Email for your campaign.
Save the Campaign Identifier: Note the unique campaign number displayed. You’ll need it later.

Create a New Campaign:
- Log in to Marketing plus
- Select Create a New Campaign and choose an email or SMS campaign.
Select a Template:
- Use an existing template (e.g., from the newsletter category).
- Edit the content as needed (changes won’t save to the template library).
Customize Campaign Details:
- Add a subject line.
- Make necessary adjustments to the design and content.
Set Demographics:
- Tick the Demographic Criteria box.
- Navigate to the Demographics tab and select Shortcut Software Administration Demographics.
- Choose Bulk Marketing Campaign Tag and enter the campaign identifier from Shortcuts Fusion.
Check Recipients: Verify the recipient count (adjustments may occur due to opt-outs or invalid contact details).

Proofread and Test:
- Send a test campaign to yourself.
- Proofread the content, check the subject line, verify spelling, and ensure all links are functional.
Confirm Quality Checks:
- Tick confirmation boxes for each test step.
- Press Check Now to validate the recipient count again if needed.
Activate the Campaign: Once satisfied, activate the campaign and confirm by pressing OK.

Targeted marketing is a powerful tool for creating personalized marketing campaigns using the features available in Marketing Plus. This guide walks you through the process of creating a one-time campaign, from generating a recipient list to activating the campaign.