Versys Corporation

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Designed for Outlook and SQL Server

Marketing CRM for Law Firms and Other Professional Groups

415 693-1700 ext. 32

info@versys.com

 

 
 
  Events and Mailing Lists
 
IntelliPad simplifies the management of marketing events and mailing lists


With the IntelliPad Mailing Wizard marketing events and mailing lists can be produced with the following options:

  • In a single pass produce emails for contacts with email addresses, and produce a datasource for Microsoft Word labels for contacts without email addresses.

  • Choose recipients from prior events, user-defined selections, response status for the list/event, contacts for a professional, or a contact name search.

  • Modify and update contact information on-the-fly as needed.

 


The new Extended Queries feature can, among other abilities, prepare Holiday Card materials with three button clicks, as follows:

  • Labels for all Single-Signers paged by Signer

  • Labels for all Multiple Signers

  • Paged routing slips for each contact on the Multiple-Signer list showing the contact name and the names of each professional that will sign the Holiday Card.

The determination of who will sign the Holiday Card is based on a check box in the Outlook contact form.


Using the IntelliPad Mailing Wizard to create an HTML formatted email

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