STAMPIN UP! Customer Manager and Mailing Selector Users Guide

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1 STAMPIN UP! Customer Manager and Mailing Selector Users Guide

2 STAMPIN UP! Customer Manager and Mailing Selector Users Guide 2006 Stampin' Up! South 3600 West Riverton, UT Stampin' Up! confidential for internal use only. This documentation may not be duplicated or distributed outside of Stampin' Up!, and is

3 Customer Manager and Mailing Selector... 2 Using Customer Manager... 2 Quicklist List... 4 Mailing Labels... 6 Spreadsheet... 9 Transfer Delete Using the Mailing Selector

4 Customer Manager and Mailing Selector Using Customer Manager To access Customer Manager, click on the Customer Manager link in the My Business page of the Demonstrator Web Site. The Customer Manager page will display. Click the Access Customer Manager link. The Customer Manager window will display. 2

5 The Customer Manager provides you with several criteria by which you can search your customer list. You can enter any criteria and click the Search button to sort your customers by that criteria. Note: You can also click the Search button without entering any criteria to display a complete list of your customers. When you click the Search button, a list containing the results of your search will display directly under the search criteria fields. You can limit your search using one or more search criteria. Click Search to view the Results list. Click this check box to select all customer records. Click on the customer name to open or edit the customer profile. The Results list displays search results that comply with entered criteria. Several actions are available that will help you use the customer records displayed in the Results list. In the results list, you can select one or multiple customer records. When customer records have been selected, you can perform several actions, including: Access the Quicklist (which provides more detailed customer information) Create lists 3

6 Create mailing labels Export customer data to a spreadsheet Transfer customers to another demonstrator Delete customer records Quicklist Quicklists provide detailed information about selected customers. To access the Quicklist complete the following steps: 1. Select the check box to the left of the customer name(s). 2. Click the Quicklist link. The Quicklist will display List Note: Click on the headings in the Quicklist to sort by Last Name, First Name, City, Last Workshop, and Next Workshop. Click the Go Back button to return to the Customer Manager. Create a customer list by completing the following steps: 4

7 1. Select the check box to the left of the customer name(s). Click the List link. The list will display. You can use the list to create an for your customers by completing the following steps: 1. Select the addresses by clicking and dragging on them. 2. Right-click on selected addresses. A drop-down list will display. 3. Select Copy from the drop-down list. 5

8 4. Go to your program and paste the list of addresses in the To: field of the e- mail. Click the Go Back button to return to the Customer Manager. Mailing Labels To create mailing labels, complete the following steps: 1. Select the check box to the left of the customer name(s). Click the Mailing Labels link. The Mailing Labels window will display. 6

9 Use the drop-down arrow to select the type of label you want to create. Click on the layout you want to use. Check the Avery code to determine the correct layout. Follow these instructions to set up your print job correctly. 2. In the Mailing Labels window, select the type of label you want to create from the Label Type drop-down list. 3. Select the desired layout by clicking on the sample window. The print preview window will display. Note: Use the Avery label codes to determine the correct layout. 7

10 4. Click the Print Labels link. The Print window will display. 5. Click the OK button to print. Click the Go Back button to return to the Customer Manager. 8

11 Spreadsheet To export customer information to a spreadsheet, complete the following steps: 1. Select the check box to the left of the customer name(s). Click the Spreadsheet link. The customer information will be exported to a spreadsheet. You can copy and paste this information into the spreadsheet program of your choice. 9

12 Transfer To transfer customer records to another demonstrator, complete the following steps: 1. Select the check box to the left of the customer name(s). Click the Transfer link. The Transfer Customers window will display. 2. Enter the ID number of the receiving demonstrator in the Destination Demonstrator ID field. 3. Click the Display Demonstrator button. Confirmation of the receiving demonstrator information will display. 10

13 4. Confirm the receiving demonstrator information and then click the Complete Transfer button to transfer the customer records. A confirmation window will display. 5. Click the OK button to complete the transfer and return to the Customer Manager. 11

14 Delete To delete customer records, complete the following steps: 1. Select the check box to the left of the customer name(s). Click the Delete link. A confirmation window will display. Click the OK button to confirm the deletion and return to the Customer Manager. 12

15 Using the Mailing Selector After a search has been performed (see page 3), the Mailing Selector displays as a box at the bottom of the Customer Manager. With the Mailing Selector, you can select customers to receive mailings. To use the Mailing Selector, complete the following steps: The red asterisk (*) indicates an invalid mailing address. Customers with invalid addresses can not be added to the mailing selector. The number of catalogs you have earned, used and purchased is displayed here. 1. Select the check box of the customer(s) you want to add to your mailing list. Note: Customers must have a valid mailing address in order to be added to the mailing list. Click the Add Selected link. The Customers Selected window will display. Note: If you use more catalogs than you have earned, a charge will be added. 13

16 Your catalog usage, including charges for catalogs you have not earned, are displayed here. To remove catalogs, select the customer check box and click the Remove Selected link. 2. Click the Finalize Order button. If you have ordered more catalogs than you have earned, a payment window will display. a. Select a payment option from the drop-down list and click the Submit Payment button. Your payment will be submitted and the confirmation window will display. 14

17 b. Click the Close Window button to return to the Customer Manager. If you have not ordered more catalogs than you have earned, a reminder window will display instructing you to select more customers or to finalize your order. 3. Click the OK button to finalize your order. A confirmation window will display. 4. Click the Submit Order button. 15

18 5. Click the Close Window button to return to the Customer Manager. 16

19 17

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