Mailshots in MagManager allow you to search across all of your clients and create customised mailshots to send to them. You can search for:
- Clients who are booked in to certain issues
- Clients who need to supply their artwork
- Clients with overdue invoices
- Clients in specific sections
- Clients with specific flags
- Clients on previously created client list
TIP: If you have a large database, keep your mailshot batches to around 3000 at a time
NOTE: Only users who have permission to 'View Reports' can send mailshots from MagManager.
Providing your client replies to your email using an email address that you have in recorded on their client record in MagManager, any replies from them to emails sent via mailshots will appear in your notifications. You can view all notifications by clicking on the grey bell containing a number (the number of new notifications) which appears at the top-right of your screen.
Setting up a client search for the mailshot
Step 1 - Select Reports on the top navigation bar.
Step 2 - Select Create Mailshots, and click the mail icon.
Step 3 - Click the green button New Mailshot.
Step 4 - Select the communication type from the drop-down menu. The search choices will be different depending on which communication type you select. For general marketing choose General Communication if the other categories don't fit. You can change your criteria later on if needed.
Selecting Search Options
The search options available for selecting the clients you wish to contact depend on the Communication Type that you selected. When you have selected your search options, click on the blue Search button. Here's a list of the different types of email you can generate, along with a brief description of the search options available.
NOTE: Any clients who have “Do Not Contact” in their consent settings on MagManager WILL NOT be included when you select “General Communication or Bookings” (the options you would use for marketing), but they WILL be included if choose one of the other options.
1. General Communication
To filter your clients, Click the option(s) and choose from the drop-down box and click search. You can select from publications, issues, sections, categories, flags, who the client is assigned to and your own bespoke client lists. You can choose more than one item in each case. If you leave all the fields here blank, all your clients will be selected.
2. Artwork
As well as the search options in General Communication above, if you choose Artwork as your email type, you can select one or more artwork status, and whether you want Advert or Content bookings.
3. Invoices
As well as the options in General Communication, you can search for clients with invoices that are due or overdue (or both).
4. Bookings
If your email type is "bookings", you will be able to look for clients who have booked in, last booked in, or "not booked since" issues you select.
5. Statements
The search settings for statement emails allow you to identify clients with overdue invoices, or all activity between chosen dates.
If you select Activity, you will be prompted to select the start and end dates you are interested in. When you click Search, MagManager will return a list of clients with invoices raised in this period. If you select Outstanding, you will have options to exclude Direct Debit or Standing Order customers. Clicking Search will bring up a list of clients with outstanding invoices.
