Create a Mailing List

Use this program to create customer lists you can use in mailings or other marketing ventures. You create the lists here then access them in the Print Mailing Lists routine where you can export them to Excel® or ASCII.

After you specify your search criteria in the fields below, you then generate the list. Each time you edit the list, you must re-generate the list to include the changes, although you don't have to generate the list until you actually print it. You can generate the list by

The data available to you from which to generate mailing lists is affected by the data retention settings at the Completed Orders and Customer Retention Months fields in the Point of Sale Control Settings. For example, if you want to create a list of all customers who purchased Product 1, the system searches only completed orders that have not been purged.

Customers can be excluded from mailing lists via the Do Not Solicit field in Customer Settings.

Specify the method by which you want to sort this customer list. You have the following options:

Last Name
Zip Code

Use this field to restrict your customer list based on the warranties attached to products purchased by customers. You have the following options:

All Products - no warranty restriction.
With Warranty - restricts to customers who purchased warranties along with their linked products.
Without Warranty - restricts to customers who did not purchase a warranty when one was available for a product.

Enter one or more criteria to which to restrict this customer list. If you click on the Arrow, a list of available criteria appears from which you can make a selection. Each criterion you select further restricts your search rather than expanding it.

For example, if you select several specific Products as the criterion for your list, your search returns only customers who purchased at least one of the products. If you add a range of Zip Codes as a second criterion, you now further restrict the search to customers who purchased at least one of the products AND whose zip code falls within the specified range.

The drop-down list of criteria at this field includes the user-defined demographic information fields defined in the Demographics Control Settings. (If you have not defined these fields, they appear as User1 Defined, User2 Defined, and User3 Defined.) Use these fields to collect demographic information during the sales entry process. They also appear in the Update Customer Mailing Data (Customer History Maintenance) routine. You can use them as additional criteria by selecting one or more at the Criteria Name field.

After you specify a criterion, you must use the following fields to define the values. You can use the Equal To field to list one or more specific values, or you can use the Starting With and/or Ending With fields. If you select a date-related criterion, you activate the Exact Date, Start Date, and End Date fields. After you define the criterion, click the Add button to add the criterion to the grid.

You can use the Starting With and Ending With fields together to define a broader selection criterion. For example, to find all records with a Zip Code within the range of 07080-07854, enter 07080 in the Starting With field and enter 07854 in the Ending With field.

You can use the Start Date and End Date fields together to define a broader selection criterion. For example, to find all records with a last mailing date between 01/01/09 and 03/01/09, select the criteria name Last Mail Date and enter 01/01/09 in the Start Date field and enter 03/01/09 in the End Date field.

The grid displays the selected criteria along with the data range information. To edit a grid item, select it in the grid so that the criteria name appears in the Criteria Name field. Then use the Save, Clear, or Remove buttons to save or abandon your changes to the grid item.

Actions button - Create a Mailing List routine

Select/Re-select List - generates the customer list based on the current selections criteria.
Copy/Save-As List Name

Click the Save button to save your current selection criteria. A system message appears, asking if you want to select/re-select the list now. If you answer Yes, the system generates your customer list based on the saved selection criteria. If you answer No, the system does not generate the list at this time. You can also generate the customer list via the Print Mailing Labels routine.

Create a Mailing List

(Create Customer Mail Merge List)