Contact Mailing Preferences Workflow

Maintaining Contact Mailing Preferences > Contact Mailing Preferences Workflow

Maintaining contact mailing preferences typically involves completing the following tasks in sequence:

1 Define your inclusion list by specifying the items to literature to send. For each item of literature, you also can specify a default quantity, frequency, and associated activity to serve as a reminder. For details, see Defining an Inclusion List.

2 For each item of literature specified, define your targets. This entails identifying the profile and contact, the number of items to send in the mailing, and validity dates. You can add your targets individually, or by building a target list using search criteria. For details, see Building a Target List Using Search Criteria.

3 For each target, send an e-mail or letter as required. For details on these activities, see Working with Activities, Tasks, and E-mails.

4 Define your exclusion list, if appropriate. For details, see Defining an Exclusion List.

5 Define the targets for your exclusion list. You can build your target list manually or by using search criteria, as for inclusion lists. For details, see Building a Target List Using Search Criteria.