Email Marketing – Point 101

February 3, 2010

As promised, today is all about email marketing materials to multiple

BJ Bounds


The first thing you must do is create a template.

  1. From the Navigation Panel, select Templates.
  2. Click Report & Marketing.
  3. Click New.
  4. In the Report Title: field, enter a name for the template.
  5. (Optional) In the Description: field, enter a description of the template.
  6. Enter a Field Name of Borrower E-mail and a Field ID of 112. (If you are e-mailing the custom form to all co-borrowers, enter a Field Name of Co-borrower E-mail and a Field ID of 162).
  7. In the Output Options section, select Use Result For Mail Merge Marketing Document.
  8. Click Add Link.
  9. In the Document Type: section, select E-mail.
  10. In the E-mail Options section, enter the Subject which will show in the Subject field of the e-mail.
  11. (Required) In the Email Address Field: select the email address field from the drop-down list. (You must enter the e-mail address field into the report template prior to completing this step. You can only use the borrowers e-mail address or the co-borrowers e-mail address)
  12. In the Email/Custom Letter Content Document section, insert a check next to the custom form document that you are going to e-mail.
    ◦Use the Create New… or Edit… button if you need to create a new custom form or edit an existing one. See article 0066 Creating and editing custom forms if you are going to create a new custom form to send in a mass e-mail.
  13. Click OK.
  14. From the report template window, click File > Save from the Menu bar.
  15. Enter a File name and click Save.

The second step is to generate the marketing report.

  1. Generating the marketing report
  2. From the Navigation Panel, select Reports & Marketing.
  3. In the Navigation Panel, select the data folders for which you want to generate the e-mail.
  4. Select Prospect, Borrower, or to Include Co-Borrower.
  5. From the Workspace, select Marketing.
  6. Select your marketing report template from the drop-down list.
  7. Optional) Use the Status and Status Between Date fields to narrow the search results.
  8. Click Generate.
  9. The report results window appears.
  10. Click Generate.
  11. The Custom letter will open. From the Marketing Tools – Email window, click Send E-mail.
  12. The custom letter will be sent to each borrower that generated with an e-mail address on the report.

If you’d like to see illustrated instructions on this topic, go to article 0559 on our Knowledge Base or call 800-342-2599 for technical support

Mail Merge Marketing – Point 101

January 29, 2010

BJ Bounds

We discussed in recent postings the different methods for marketing your business through Point. I got you though creating your customized forms and marketing flyers but we haven’t yet talked about what to do with them after that. Today I’m going to introduce you to Point’s wondrous mail merge capabilities. You can easily generate contact lists through Point, send them to MS Word, print labels, stick them on your marketing materials and drop them off at the post office! And it’s as easy as it sounds.

If you are going to print and mail your marketing material, the easiest way to generate mailing labels is to go through Cardex within Point. For complete step by step illustrated instructions for using Word 2002, you’ll want to go our Collateral page under Download Tip Sheets for Point here or Article #0108 of our Knowledge Base. And don’t worry; even though there are a lot of steps, they’re very straightforward.

But as always, if you need assistance, please call our technical support team at 800-342-2599. And have fun getting your name out there!

Next week I’ll explain how to send your marketing materials to your contacts via email…stay tuned!

Adding Logos and Pictures – Point 101

January 27, 2010

BJ Bounds

You were all excited from Monday’s post about creating your own marketing campaign, but then you thought ”Wouldn’t it be nice if my logo appears on all of my marketing materials?”  Our developers thought that would be a good idea, too, so they made it possible!  And today I’ll tell you how.

  • The first step to inserting your company logo on Marketing forms is to tell Point the folder where your Company logo is located on your computer. To import the logo, open Point, click Utilities, select Company Defaults > Marketing Letterhead.
  • Click Browse to find the company logo you want to appear at the top of your marketing documents (Point accepts .bmp, .jpg, and .gif files). To automatically adjust the graphic, click the “Auto Fit” check box. You can also adjust the location and size of the image by entering different numbers in the move right/down fields and increasing or decreasing the percentage in the zoom field.
  • The company logo you select is unique to each data folder in Point, giving you the ability to have a different logo for each data folder. Your company logo will appear on all marketing printouts from screens located in the Marketing menu in every Point file.

See how easy that is?  You are welcome to view the Tip Sheet on Company Logos on our website to see screenshots along with detailed step-by-step instructions.  Click here to see this and all available tip sheets.  More tips and ideas coming soon, so stay tuned!

Marketing Campaigns – Point 101

January 25, 2010

BJ Bounds

Did you know that you can create vibrant and effective marketing documents directly through Point?  You Can!  Point gives you the option to design, build, and print any marketing document through Point, with the capability to merge the documents with your current Point contacts!  Market to potential buyers, past clients–whoever you want to—all from Point.

It’s all about creating custom forms.  It is really easy and you can make it as fun as you want to.  Modify colorful Word templates or design a simple welcome letter—it’s up to you.

  • The first step in creating a new custom form is to set up a Custom Form Template. In the Navigation Panel on the left of the Point screen, click the Templates tab. Select the Custom Forms/Letters/Email checkbox and then click the New button. The New Custom Form window appears. Enter a name for the form you want to create, and click OK.
  • Microsoft Word® opens, showing a blank document, along with the Point Custom Form window.
  • In Microsoft Word, you can create your form, and select Point fields from the Select Point Field dropdown list to insert Point merged fields into your document. Once you select a field, click the Insert button to put it into your document.
  • If the field you need is not in the dropdown list, select Other Point Fields Not Listed Above and click Insert.  The Insert Point Field window will appear.  Enter the Field ID and click Insert.
  • When you are finished creating your document, click Save, then click Close.

If you already have templates or documents in MS Word that you’d like to use, we’ve got you covered, too!  You can easily import those documents into Point to use with your contacts.

  • In Point’s left navigation panel, click the Templates tab. Select the Custom Forms/Letters/Email checkbox, and then click the Import button at the top of the workspace. If the Word document contains Mail Merge fields, the following message appears stating that those fields are no longer available after import. Click Yes.
  • The Select Word File(s) to Import box will appear. Highlight the Word file or files you want to import and click Open.
  • The document you selected is added to Point.

And you’re done!  If you want to see screen shots, you can follow the link here to see instructions for Custom Forms and other tips you can use!


Get every new post delivered to your Inbox.

Join 58 other followers