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Marketing Setup

Marketing Setup is used to configure values for mailing list types and opt-out options, surveys, and default templates.

Customizing Marketing Options for Your Organization

netFORUM uses drop-down lists for easy data entry. You will need to set-up the lists with information specific to the kinds of correspondence, mailing lists, and communication campaigns you will use. (For example, you will set up types of mailing lists, surveys, opt-out categories, and other forms and objects.)

BOLD text indicates that the field is REQUIRED data.

You can add, edit, or delete data from the Marketing Setup pages just as you would from any netFORUM child form. Once a data element is used on a profile page or form, it can be disabled or hidden, but not deleted.

You can also access the Setup links from the Overview Group Item.

Adding New Values for Marketing Drop-down Menus

Navigating to Marketing Setup

Navigate to the Marketing Setup screen within Marketing can be accomplished in one of two ways:

• Click on the Marketing module from the Module Menu drop-down.

• On the Group Item Menu, click Overview. Select Marketing Setup.

No matter which option you choose, the Marketing Setup page will display.

There is one tab on the Marketing Setup page; Marketing Setup that contains several childforms, all of which are discussed below.

Mailing Type (Opt Out Categories) Child Form

The Mailing Type defines what type of mailing is being sent when you use the Send Correspondence template or the Add Call to Action template to send e-mail correspondence. The mailing type is also used for the E-mail Opt Out form. The mailing types give customers the ability to select the kind of mail they don't want to receive (the mail they want to opt out of or unsubscribe from).

1. Go to the Marketing Setup page.
2. On the mailing type child form, click the Add button.
3. In the Add - Mailing Type window, enter a mailing type and mailing type description.

Mailing List Type Child Form

The Mailing List Type is uses to categorize mailing lists and is also used in tandem with a specific template. For example, an event registrant's mailing list will likely be used with an event confirmation template while a new member mailing list will be used for a welcome new member template and so forth. The Mailing List Types/Codes are used to set-up the new lists and must be defined first before a new Mailing List can be created.

1. Go to the Marketing Setup page.
2. On the mailing list type child form, click the Add button.
3. In the Add - Mailing Type window, enter the mailing type.
4. Enter the mailing type description.
5. Click Save.

Survey Types Child Form

The Survey Type reflects the general purpose of the survey and is used as a means of categorizing.

Example: Examples of survey types include annual salary, speaker evaluation, course evaluation.

To Set Up Survey Types

1. Go to the Marketing Setup page.
2. On the survey type child form, click the Add button.
3. In the Add - Survey Type window, enter a survey type.
4. Enter a survey description.
5. Click Save.

Survey Response Status Child Form

The Survey Response Status helps you track who has responded to the surveys you create and distribute by allowing you to set survey status values.

Examples of a survey response status may include: in-progress, complete, incomplete.

1. Go to the Marketing Setup page.
2. On the survey response status child form, click the Add button.
3. In the Add - Survey Response Status window, enter a response status.
4. Click Save.

Setting a Default Correspondence Template

Default templates are sent by netFORUM when certain actions are completed such as a sale being made through COE or when someone registers for an Event. You may decide that you want a different template set as a default template other than a baseline template. Or, a previously set default template may inadvertently be deleted and need to be reset. To set default templates, you use both the Correspondence Template System Options Child Form and the Correspondence Template Keys Child Form, discussed below.

Correspondence Template System Options Child Form

When certain system actions are performed, you can decide which template is used to send a correspondence. The Correspondence Template System Options Child Form is where you designate which template is used as the default when those actions are performed. When you expand this child form, you are able to see that many baseline templates are already assigned as default templates as seen in the screenshot below.

You are also able to see if any templates are currently missing or invalid. This often occurs when a template has been inadvertently deleted, for example. In the event this occurs, or that you want to assign a new template as a default template (such as one you have created) in place as a default template, you must obtain the GUID key for the new template you want to use to do so. The GUID key is obtained on the Correspondence Template Keys child form and then copied into the current settings field of system action you want to use the template with.

1. Choose the system action that you want to update a default template for on the Correspondence Template System Options child form.
2. Obtain the GUID key from the Correspondence Template Keys child form (see section below) by highlighting the key and right-clicking COPY or pressing <CTRL>-C.
3. Click the green GoTo arrow next to the system action where you want to apply the default template on the Correspondence Template System Options child form.
4. In the current setting field, right-click PASTE or press <CTRL>-V to paste the new default template's GUID key.
5. Click Save. This is now the default template for the system action you selected.

Correspondence Template Keys

Each baseline template that is created and each time you create a template in netFORUM, it is also placed in the correspondence template keys child form. If you decide that you want to use one of these templates as a new default template for a system action, you must obtain its unique key and assign it to the system action as described in the preceding section.

1. Expand the correspondence template keys child form.
2. Highlight the key field next to the template you want to use as the default template for the system action.
3. Copy the field and paste it in the current setting field on the correspondence template system options child form as described in the preceding section.

Cost Package Setup

Cost packages allow you to track certain costs associated with eMarketing initiatives.

Setting up a cost package will allow it to be available in drop-down menus where cost packages can be chosen. There are two types of cost packages. The first allows you to specify a fixed price and have that fixed price applied each time the cost package is used.

The second type of cost package allows you to set up a cost package that has its price set manually each time it is used. For example, perhaps you have a cost package for shipping. The cost of shipping can vary based on weight and/or size of the item being shipped. You will need the flexibility of adding the actual shipping cost for that specific item each time the cost package is used. View the Cost Package topic.

Source Codes

Source Code

Where or how you initiated the relationship with that Individual.

Add a Source Code

1. On the source code child form, click the Add button.
2. The Add - Source Code window will display.
3. Select the type of source code from the type drop-down list.
4. Select a start date to indicate when the source code is valid for tracking (Optional).
5. Select an end date to indicate when the source code tracking time has expired (Optional).
6. Enter an eweb code in the eweb code text box (Optional-See Below). This code is required for the online customer to link the Source Code to the Invoice/Order.

Note: You can set up source codes for Addresses, Certifications, Customers, Event Registrations, Invoices, Memberships, and Payments, by selecting the Source Code Type from the drop-down list on the Add Source Code window. The certification source codes will only display when you are working in Certifications, the membership source codes will only display when you are working in Membership, etc.