Thank You Follow Up Reports

[ricmorin]

I like to send a thank you note to each and every customer. It's very easy to get a list of customers by Last In date and you can customize the letter to your liking. Now CRM can send a thank you email. More cost effective albeit a little less personal.

I do not want to send thank you letters to customers that already received a thank you email. It would be nice if there was an easier way to omit these from my mailing. Right now I create the list, go to the CRM site and check each customer as to whether they have received a thank you email. Then manually remove each customer that got an email. It's very time consuming.

The search criteria window in Manager has been around long before CRM. Any plans on updating it so we can omit those customers on CRM?

[Johnny5]

Hi Ric

I think the problem might be fixed by including the followup preference in the result data, no? That way you could easily eliminate those marked or no marked for CRM?

Yes?

JD

[ricmorin]

Yes, sort of.

The follow up preference is checked by default. Users don't always get email addresses and M1 harvests them also, which do not backfeed to Manager, so relying solely on this checkbox would leave some large gaps.

It would seem to me that a trigger by the presence of an email address would catch most duplicates, not just the checkbox.

What would be ideal is two way communication between CRM and Manager, omitting (optionally by user) anyone on CRM from mailings. This would cover those that have an email on file but have opted out of email reminders.