Marketing Online Support

    3.1 Creating a new trader list

Select the New button next to the drop down box for the Trader criteria in your campaign.

This defaults you to your Primary trader selection criteria, this enables you to fill in your criteria for trader selection. This is based on:

• Users
  Account Manager set against the Trader.



• Areas
  Area set against the Trader.



• Process Types
  Process Type set against the Trader.



• Distribution Types
  Distribution Type set against the Trader.



• Classifications
  Classification set against the Trader.



• Business Types
  Business Type set against the Trader.



• title
  Branch of the Company set against the Trader
  Used if Multi-Branched



• Cost Centres
  Company Cost Centre set against the Trader.



• Catalogues
  Catalogue that the Trader is distributed against
  Catalogue has to be distributed to the Trader for this option to work.



• Post Code
  Enables you to search for all Traders in a specific Post Code Area
  Works with partial and full Post Codes.



• Rep
  Enables you to search for all Traders with a specific Rep Code.



• Trader Type
  Enables you to search for all Sales, Delivery, Lead and Purchase Trader.



• Trader Status
  Enables you to select Traders that are Normal, Queried or On Stop.



• Trader Groups
  Enables you to select from the Trader Groups you’ve setup.

You can preview the trader selection from the details you’ve entered by pressing the Preview button.

You can then define on the Contacts tab the contact selection from the traders that you’ve selected on the Trader tab. This is based on:

• Limit to Sales Contact Only
  If ticked will only show the Contact set as the Sales Contact against the trader, otherwise will show all Contacts.



• Only Contacts with Email Address
  If ticked will only show the Contacts with an email address set against them.



• Only Contacts that have allowed Emails
  If ticked will only show the Contacts with Allow Email ticked.



• Only Contacts that have allowed Mailshot
  If ticked will only show the Contacts with Allow Mailshot ticked.



• Only Contacts that are Web Enabaled
  If ticked will only show the Contacts that have Web Enabled ticked.



• Only Contacts that are not Web Enabaled
  If ticked will only show the Contacts that do not have Web Enabled ticked.

You can preview the contact selection from the details you’ve entered by pressing the Preview button.

To then save these details, place a reference into the Save As field, something relating to what the trader selection so you instantly know what the selection is so you know what it is for future use.

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