Tip # 268 – How to Generate Marketing Post Cards


Tip #268
How to Generate Marketing Post Cards

Yesterday, I received an email from a customer wanting to print post cards for customers who had made purchases over $30.00 during the past 24 months.

He said TFloral suggested it as a good way to selling to existing customers. I think a much better way is to send occasion reminders because it is much more personalized.

However, if that is what you want to do, here is how to generate your own post cards. You will also learn how to use the “Expert User” option…

Use the same field numbers as shown above.
Under the “Rel” column, “ge” means select records with greater or equal to the “Value” column.
“ne” means not equal to the “Value” column.

So the above is telling flowerSoft to:

  1. Select client records with a purchase greater or equal to “09/01/2013”
  2. To select only the client records with a “Last Purchase Amount” of $30.00 or more.
  3. Not to select the record is the zip code field is blank.

Also, make sure you save your selection by hitting “S” to save and give it a name you will remember.
If you need to run this process again, you can hit “L” to load an existing selection set.
If you want to learn more about the relationship codes, hit the F6 key while on the “Rel” column

There are many other things that you will need to learn about the expert selection option but for what we need to do here, this is sufficient for now.

This will generate post cards to all your customers who have made purchases of $30.00 or more during the past 24 months.

One problem with this method is that it only looks at the last purchase amount to see if it was over $30.00.
A customer could have made a purchase over $30.00 a month ago and then a few days later he or she could have made another purchase under $30.00.  Since the last purchase amount is under $30.00, they will not be selected.

If you need to select all the customers who have made purchases of $30.00 or more during the past 24 months even if the qualifying purchase was not their last one, you have to do this instead…

Steps 1 thought 7 remain the same, then starting with step #8…

image8

Is you have any questions, please feel free to ask.

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