CRM Prospective Parent Form

The Prospective Parent form is a single-row form used to create a Prospective Parent mailing record.  This form is similar the the Regular Mailing Send form.  This form defines a mailing by combining  the audience with a content and with the date to be sent.  When clicking the Send Now button, the program selects the audiences' parents, and then merges partner information into one record per address.  The output of this form is an Excel Mail Merge.

 

Navigating To

The Prospective Parent form is normally opened from the Prospective Parent Mailing section of the CRM home page. 

• Mail.  Create Mailing to Prospective Parents.  Clicking on this link will open a new Prospective Parent form record.  This link is used when creating a new content.

 

Adding Information

The Prospective Parent form is used for creating a new record.  The following fields are on this form.

1. Parent Mailing Content.  Enter, using the LOV, which Content title is to be mailed.
   
   Note:  See LOV and Camera.
   
    
2. Audience.  Enter, using the LOV, which Content title is to be mailed.
   
    
3. Date To Be Sent.  Enter the date that the mailing is to be sent.  This date determines when the item will automatically display in the send menu.
   
   Note:  See LOV (Calendar).
   
    
4. Exclude Already Received.  Click Yes to Exclude those parents who have already received the Content of this mailing.
   
   Note:  See Radio Buttons.
   
    
5. Exclude Parent International Address.  Select Yes if the mailing should exclude parents who are living abroad.
   
    
6. Send Now (Excel Output).  Click the Send Now button to create the mailing.  This form will take the selected audience's parent's address and merge the partner information into one record for each address.

 

Footer Navigation

The following navigation links are located on the footer.

• Contact Management Home.  This link will return you to the CRM Home page.

 

Related Items

CRM Overview

CIS Navigation Overview