Mailer

The purpose of the Mailer Module of Tour de Force is to give users the ability to create direct mail or email campaigns easily and efficiently using information related and linked to the Account and Contact records set up in Tour de Force .

The Mailer Module is an optional module in Tour de Force that allows users to create bulk or personalized email messages to Contact records related to the prospects, customers, and other business relationships associated with their company. Email campaigns can be created using Personal draft email messages set up by users or Global draft email messages set up by an administrative user of Tour de Force .

The Mailer module can be used to extract information from the Account and Contact records set up in Tour de Force , as well as extract information related to the Tour de Force items that are linked to these Contact records, to create a Microsoft Excel file. This Microsoft Excel file can then be used as a data source for a Mail Merge in Microsoft Word to create a letter or memo that can be directly mailed to prospects, customers, and other business relationships.

The Mailer module gives users the ability to create a filtered list of recipients based on the Account Packages associated with Tour de Force . For example, if a company set up an Account Package for each region where products and services are sold to customers, a sales person can create an email campaign for only the contacts in the region that the sales person is responsible for managing.

Although users have the ability to select one or multiple Account Packages to associate with an email campaign, only the Account Packages that a user has rights to access can be included in an email campaign.

Users can also create a filtered list of recipients based on the Type of Export selected and associated with the email or direct mail campaign.

If the Type of Export associated when a campaign is Account, a filtered list of recipients can be created based on the fields and data associated with the Account records in Tour de Force . For example, if Account records in Tour de Force do not have a Business Code , then all Contact records associated with these Account records can be included or excluded from an email campaign recipient list.

If the Type of Export associated when a campaign is Contact, a filtered list of recipients can be created based on the fields and data associated with the Contact records in Tour de Force . For example, if Contact records in Tour de Force do not have an E-mail address, then these Contact records can be included or excluded from an email campaign recipient list.

 

You can learn more about Tour de Force by clicking on a Core Feature or an Add-On Module.
Demos & Screen Shots are Provided.

Core Features of TDF

Add-On Module
Optional & Adds extra functionality to TDF