Mass Email And Export Processor

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Mass Email And Export Processor

• Edward M. Kwang
• President

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Emails in Elliott V7.1

• Send from Report Printing as An Attachment
• Automatic Emails
• Order Acknowledgement
• Shipping Acknowledgement
• Send from eContact Screen
• Send from eContact Manager
• Mass Emails

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Attribute

• Attribute Expand Elliott Database
• You can View and Update Attribute information in
  Elliott.
• How do you report or analyze Attribute data?
• Report Writer Require More Technical Knowledge
  from Users
• Mass Email / Export Processor Easy to use

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Mass Email eContact

• To use Elliott Mass Email, you must use eContact
  first.
• Send Mass Email to eContacts
• Based on Selection Criteria
• Will Drop the Following eContacts by Default
• eContact Does Not Have Email Address
• eContact Does Not Wish to Receive Email
• eContact Blocked From Web Access

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Mass Emails Highlights

• Compose Your Emails
• Mail Merge Functions
• Choose Selection Criteria
• Get Records and Massage Your List
• Send Emails
• Test Send
• Individual or Interact With Email Client
• Template

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Elliott Email Review / Demo

• Printing Emails
• eContacts Emails
• Contact Managers Emails

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eContact Review / Demo

• Web Tab
• Attribute Tab
• Contact Attribute
• Customer Attribute

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Mass Email Demo

• Compose Email
• Mail Merge Capability
• Selection Criteria
• Pre-Linked Tables (Ease of Use)
• Massage Your List
• Test Send
• Interact with Email Client Beautify the Email

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Attribute in Mass Email

• Attribute Field in Customer
• For Selecting Customer With An Attribute
• Customer Attribute Folder
• For Selecting by Field of an Customer Attribute
• Same Principle Apply to Other Files

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Mass Email Template Demo

• Reuse The Following
• Content
• Selection Criteria

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Export to Outlook Address Book

• Its Nice to Maintain Central Email Address
  Database With eContact. But
• How do you handle the scenario for Email
  forwarding when address not in Outlook?
• Synchronize Elliott eContact to Outlook
• Many Applications Synchronize With Outlook

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Mass Email Export Demo

• General Export Capability
• Drag Drop
• Attribute Fields
• Outlook Address Book Export
• Review Export Data in Spread Sheet

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Export Processor

• Sibling of Mass Email
• Design for Exporting to CSV File Purpose
• Easier to Use Than a Report Writer
• Great Support for Selection by Attribute

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Export Processor Demo

• Use Attribute For Selection Criteria
• Drill Down Capability
• This Feature Apply to Mass Email as well
• Export Attribute Data
• Launch Spread Sheet
• Use Template

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Template for Export Processor Demo

• Reuse the followings
• Selection Criteria
• Exported Fields
• Exported Path
• A Quick Report Writer

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Why Export Processor?

• Since Mass Email can perform Export, why do we
  need Export Processor?
• Mass Email Is Based on eContacts
• One Record Per eContact
• What If Customer Does Not Have eContacts?
• Customer Will Not Be Selected
• Export Processor Is Based on Customers, Vendors,
  Ordersetc.
• One Record Per Customer
• Does Not Depend on eContact Exist to Be Selected

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Conclusions

• Mass Emails
• Mail Merge
• Selection Criteria Flexible Easy to Use
• Text or HTML version
• Export to Outlook Address Book
• Use Elliott eContact as The Central Address Book
• Export Processor
• Make Attribute Feature Valuable
• A Quick Report Writer

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Questions Answers