PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client Maintenance > Marketing Plans
Marketing Plans

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

Marketing plans are a great way to inform your clients about promotional events and to keep track of their interests.  Use the Communication Wizard to generate phone calls, emails, text messages, or even a mail merge for a specific marketing plan.

Setting up Marketing Plans

Follow these steps to set up your list of marketing plans:
  1. Go to Maintenance > Client > Marketing Plans to open your marketing plan list.

  2. Enter the name of a marketing plan and press Enter to save.

  3. To make a marketing plan inactive, check the Inactive box.

Tools that use Marketing Plans

Filters

Use the Clients with Marketing Plans data type to create filters for sorting and reporting. See also: Filters

Client Lists and Labels

Print a client list or set of labels based on a marketing plan. See also: Client Lists and Labels

Communication Wizard

The Communication Wizard can easily send an email or text message to all the clients in a marketing plan. You can also use it to create phone calls or a mail merge. See also: Communication Wizard



See also
Client Groups
Client Statuses
Client Status Reasons
Family Member Relationships
Lead Sources
Organizations
Phone Number Labels
Zip Codes


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