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New Member
Posts: 12
Registered: ‎12-07-2011

Tracking Through SLX

We perform mass mailings by exporting our contact lists out of SLX and mailing hard copy letters to those contacts. Is there a way to go back into SLX and track through SLX who received which mailing? Any help or suggestions would be much appreciated!

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Bronze Super Contributor
Posts: 129
Registered: ‎06-09-2009

Re: Tracking Through SLX

There are several ways to do this, but you need to figure out what works best for you.

 

You could for instance add a Note to each Contact that you sent the letter to (not sure how you could track how received it vs. who you sent it to).

 

Another way to do it would be by using Campaigns. You could tie the Sending out of the letters to launching a Campaign, so you would include on that campaign all users who received the letter, and then any user who resopnded could be tracked as a Response to that Campaign.

 

Another alternative off course is to add some custom fields, it could be as simple as Checkboxes added at the Contact level to mark that a Contact has received a given letter, to a DataGrid that allows you to add multiple letters per Contact.

 

As I stated, it all depends on your exact needs for Tracking, Reporting and Executing of this data.

Raul A. Chavez
http://raul.chavez.com
http://www.crmbi.com
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New Member
Posts: 12
Registered: ‎12-07-2011

Re: Tracking Through SLX

Thank you very much for the response. We will most likely give the campaigns a try, what is the best way to set one up?