Presets found throughout The Edge allow you to save filters and settings for future use. For the Auto Postcard function, they are particularly helpful because they allow you define mailing parameters for repeated use.
For example, if you want to send postcards to men with anniversaries in the next month, you can set those filters and save them. We recommend weekly female birthday, weekly male birthday, weekly anniversary, weekly “Thank You,” weekly service reminders. Therefore, when you are done setting the filter, select Presets to save the settings.
For steps on how to filter for your Automatic Postcards, see the section entitled Configuring New Postcard Automation in The Edge.
The following table outlines the settings for each of the recommended presets:
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Occasion
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Postcard Design
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Celebrant/Target
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Dates
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Customer Field to Select
|
|
Female Birthday
|
Birthday Female Postcards
|
Female
|
Rolling 3 weeks in advance
|
Birthday
|
|
Male Birthday
|
Birthday Male Postcards
|
Male
|
Rolling 3 weeks in advance
|
Birthday
|
|
Anniversary
|
Anniversary Cards
|
Couple
|
Rolling 4 weeks in advance
|
Anniversary
|
|
Thank You
|
Thank You card
|
Primary Contact
|
Rolling 2 weeks before
|
Merchandise tab: set a dollar amount spent
|
|
Service Reminder
|
Service Reminder Card
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Primary Contact
|
Rolling 26 weeks before
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Merchandise tab: set dollar amount spent
|