Chapter 12 - Marketing Module
Contents
1. Print Loao rin Shared Table Link Clin gt Anm gt Bil Special Filters Use Following Tables Clients Reminders Supplier Referral Client Address Bills Orders Referral Staff Client Contact Bill Items Cin Acct Details Products Payments C Animals History One Entry per Client Client Group Normal Clients Referral Clinic pe rma Referral Address Referral Contact Use Client Marketing Tab Template to Use Document lf Address Entered seniors RTF F6 Edit SF6 New Email Dont Send Emails Txt Sms Dont Send Smss COCCO eon Te e E Le Save Post Record Fig 12 1 HAIRLINKS User Manual v4 5 Updated 01 05 2012 MARKETING MODULE Ke ET am P Printing and Sending Mailmerged Documents 10 11 Click on the Reports button from the tool bar Double click the Bulk Mailers button or the Reminders Recalls button if you are sending reminders From the Bulk Mailers window chose the category of the bulk mailer you wish to send Double click on the bulk mailer you wish to send and the filter page will open Choose the filters that you want to limit the search by and click the F12 Next button to start the search A list will be created with all the results matching the specified filters You can now finalise which clients are to receive the mail2. In the Table Link field select the table link that information should be retrieved from For simple client exports choose Cln gt Bil In the Use Following Tables field select what tables you wish to search for data in For simple client exports just tick the first four client fields In the One Entry per field select if you require one entry per item Aly iN per client set this field to Client If you have only ticked the client fields leave this set as None 2 VA NOTE If you have ticked the billing tables and only want one record 10 Save the new report by clicking on the tick in the bottom right hand corner of the page and then clicking OK to the prompt r WE Client Export Report 0 1014 Name Client Export z Profile KIERAN Category Client Preview Printer Re ports 1 Reserved Shared Table Link Cln gt Bil gt Anm Special Filters Use Following Tables One Entry per None x M Clients Reminders ClientAddress Bills e ta j M M Client Contact Bill tems Inw Goods Referral Clinic Bill Type Normal Bills _ M Cin Acct Details Products ts eterra ess plex item Use Components fa Animals stor eferral Contac SSS Client Group Normal Clients Cna gt Aon ferner Pa fo fe P a fee Fig 12 3 HAIRLINKS User Manual v4 5 7 Updated 01 05 2012 HETAC MARKETING MODULE Expo
3. If Email Entered If Mailers chkbox Ticked in By Email If Reminders chkbox Ticked in By Email Txt SMS Don t Send Smss If Mobile Entered If Mailers chkbox Ticked in By SMS lf Reminders chkbox Ticked in By SMS Letters will not be generated for clients In the client record under the General tab if an address is entered a letter will be created for that client In the client record under the Marketing tab if the Mailers check box is ticked in the Send By Mail section a letter will be created for that client In the client record under the Marketing tab if the Reminders check box is ticked in the Send By Mail section a letter will be created for that client Emails will not be generated for clients In the client record under the general tab if an email address is entered an email will be created for that client In the client record under the Marketing tab if the Mailers check box is ticked in the Send By Email section an email will be created for that client In the client record under the Marketing tab if the Reminders check box is ticked in the Send By Email section an email will be created for that client SMS s will not be generated for clients In the client record under the General tab if a mobile number is entered an SMS will be created for that client In the client record
4. under the Marketing tab if the Mailers check box is ticked in the Send By SMS section an sms will be created for that client In the client record under the Marketing tab if the Reminders check box is ticked in the Send By Mail section an sms will be created for that client 13 Click on the SF6 New button to create a new letter You may do this for each type of communication you wish to use e g a letter email or SMS NOTE In the Template to Use section you can also choose an existing template and you can then edit this template by clicking on the button on the same line HAIRLINKS User Manual v4 5 Updated 01 05 2012 HETAC MARKETING MODULE 14 You will be prompted to enter a file name for your mailer document usually the same as the name for the bulk mailer report you are creating then click OK 15 The word processor will open enter the text for your mail merge document 16 When you have finished click the save button in the top left hand corner to save the document then click the cross in the top right hand corner to close the window 17 Now select the Exit button from the bottom right hand corner of the bulk mailers dialog box 18 You have now completed setting up your bulk mailers fH Seniors Report 0 1590 Name Seniors Mailers DEFAULT Category Client Preview Printer Reports 1 Reserved
5. MARKETING MODULE Ke ET am P MARKETING MODULE CONTENTS BULK MAILERS sisikira aaiae AAE ENAERE ESA 2 How to Set Up a Bulk Mailer aaanaunnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnan 2 Printing and Sending Mailmerged Documents s eseeeeeeeeees 5 EXPORTING DATA sesiciceseviessisstcnaeecssnescantdecsscexsmscnssedasdvacetbassnstentdonees 6 Exporting From an Existing HairlinkS Document 0s seee 6 Exporting Data from Hairlink to ExCell sscsessssssssessesssseeerseeeeers 7 Creating an Export Template ssiisasnsicnncrtitiwaiatnninaamdantaeiaiamntanannaamaaiany 7 Exporting Data Using the Export Template ccccccssssesseeeeeeeeeeeeeeeees 8 HAIRLINKS User Manual v4 5 Updated 01 05 2012 ETE PA MARKETING MODULE BULK MAILERS The marketing module is used to maintain contact with your clients in the form of letters email or SMS text messaging For example you can send appointment reminders specials and enticements to visit via a communication method that can be individually selected by each client How to Set Up a Bulk Mailer 1 2 10 11 Click on the Reports button Double click on the Bulk Mailers button or the Reminders button if you are creating a reminder letter The report properties window will open Next click on the Add New button Click Yes to the Design New Report prompt In the Name field enter the nam
6. e for the letter email or SMS e g Thank You Letter From the Category drop down list select what category the bulk mailer will appear usually Client From the Printer drop down list choose the printer to which this document will print if it is a letter usually Reports1 From the table link drop down menu choose which table link you wish to use for this document For simple client lists select Cln gt Bil If you are doing a reminder or recall this will be automatically selected Depending on the link you select you can then choose the tables to get information from in the Use Following Tables section If you are doing a reminder or recall these will be automatically selected Choose any special filters that you may wish to use For example if you have ticked the billing boxes in Use following tables and you only want to send one bulk mailer per client select One per client from the drop down list HAIRLINKS User Manual v4 5 Updated 01 05 2012 MARKETING MODULE Ke ET am P 12 Under the Use Client Marketing Tab section select which clients to send documents emails or SMS messages to by clicking on the drop down list in each field This section uses the information set up in the client record Document Don t Send lf Address Entered If Mailers chkbox Ticked in By Post lf Reminders chkbox Ticked in By Post Email Don t Send Emails
7. ers and what form of communication is to be used Use the Inc Post Em and SMS boxes to do this Inc Include When unchecked the client will not be sent any type of mailer even if the post email or Sms boxes are ticked When unchecked the client s details will change to italics Post If ticked a letter will be printed out for the client Eml If ticked the client will be sent an email Sms If ticked the client will be sent an SMS text message Once you have chosen who to send mailers to and how to send them click on the Process button A copy of the unmerged document will now be shown If required you can edit the document If there are any SMS and email messages pending these will be sent first they will not be previewed Click on the Merge Preview button and the client s details will be merged into the document Click on the Print button and the letter will be printed HAIRLINKS User Manual v4 5 Updated 01 05 2012 elit ye 1am MARKETING MODULE EXPORTING DATA Exporting From an Existing HairlinkS Document SQ Hairlin allows you to export any report out of the application to another format 1 Create a report and preview it 2 Click on the export button at the top of the preview screen 3 Choose the format and the destination for the exported file Vat NOTE The formats shown in the Format menu will vary depending i on what applications you have installed on your mac
8. hine For most 4 users however Excel or CSV should be used for documents you would like in spreadsheet form For text documents you should use Word or RTF if available The Destination menu selects where you would like to export the document to You will generally choose Disk File here and select a location on your hard drive to save the document e g My Documents 4 Depending on the Format and Destination you choose in the previous step you may be prompted with some windows asking how to save the document These prompts will vary depending on what format or destination you have chosen 5 Congratulations you can now open the document to edit print or email 4 102 DL amp gi efo vv JA Toas 100 5291 of 5630 Export Format Comma separated values CSW Destination Disk file Fig 12 2 HAIRLINKS User Manual v4 5 Updated 01 05 2012 MARKETING MODULE Ked if o au P Exporting Data from Hairlin kS to Excel Creating an Export Template 1 2 gt A D N o Click on the Reports button and then on Export Spreadsheets Click on the Add New button Click the Yes button to the Design New Report prompt Choose the settings for the report In the Name field enter a suitable report name In the Category field choose the category the new report will appear under in the export lists
9. rting Data Using the Export Template 1 2 10 11 12 Click on the Reports button Click on the Export Spreadsheets button Double click on the export template you wish to use The filter page will open Choose the filters you wish to limit your search by Click Next and the Export Details page will open Ensure Field Names in File is ticked Set Surround Fields with to None Set Separate Fields with to Comma Select the Folder where you would like to save the file Choose a suitable Filename for the export file Click on the Export button Congratulations you have exported a file You can now open this file in Excel or Notepad if you wish to manipulate the data further HE Report Mail Merge Filter Choose Details for Export File FieldNames in File Surround Fields with Double Quote v Separate Fields with Comma Folder C Documents and Settings Kieran Desktop aca F11 lt Back F12 Next gt ESC Cancel Export Fig 12 4 HAIRLINKS User Manual v4 5 Updated 01 05 2012
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