Navigating the Shortcuts Marketing Screen

Accessing the Marketing Screen

• Navigate to the Tools menu and select Marketing.
• Perform a search to generate a list of recipients based on specific criteria.

Key Features and Search Options

Search Criteria Sections

1. Services and Products Purchased

   • Search by individual services, service categories, companies, product lines, or individual products.
   • Use the Combination tick box:
     • Checked: Finds clients who have used/purchased all selected services/products.
     • Unchecked: Finds clients who have used/purchased any of the selections.

2. Services and Products Not Purchased

   • Identify clients who haven’t used/purchased specific services/products.
   • The Combination tick box works similarly:
     • Checked: Finds clients who haven’t used all selected items.
     • Unchecked: Finds clients who haven’t used at least one of the selections.

3. Client Information and Demographics

   • Filter by criteria such as age, amount spent, or other demographic details.

4. Date Range

   • Apply a specific date range to refine your search results.

Working with Search Results

Generating and Managing Results

• Click Compute to display matching clients.
• Results can be sorted by first or last name.
• Use the search box to locate a specific client.

Exclusions

• Exclude clients without:
  • Address, phone, mobile number, or email.
  • An existing appointment.
  • Children (if applicable).

Client Actions

• View an individual client’s card or history.
• Remove clients by selecting their name and clicking Delete.

Saving and Generating Lists

Once satisfied with the search results:

• Save the list for future use.
• Generate the list for one of the following campaigns:
  • Telemarketing
  • Direct Mail
  • Set & Forget email or SMS campaigns

Additional Tools

Preview and Adjustments

• Preview demographics and selections before computing results.
• Delete individual selections or use the Delete All button to reset criteria.