To use the Done For You Newsletter Wizard your contacts must have the "D4U - Newsletter Client" flag. The flag has been added to your myClients account already, there is no need to add a new one.
Option 1 - Individually Select Contacts and Manually Flag
This option is for you if you need to look at the full contact record for each person before deciding if you would like to send them a newsletter.
Option 1 Instructions
In myClients click Contacts.
Select a contact from the list.
Click the Flags link.
Check the "D4U - Newsletter Client" flag and save.
The contact now has the new flag.
Click contacts to view your contact list.
Complete these steps for each contact that will be part of your newsletter mailing.
Once your contacts are flagged the Done For You Newsletter Wizard will be able to identify them and you'll see the contact names in the wizard.
Option 2 - Individually Select Contacts and Add Group Flag
This option is for you if you can look at your list of contact names and quickly decide if you would like to send them a newsletter.
Option 2 Instructions
Step 1: Clear your Client Touch workgroup.
Click Client Touch and click Clear Workgroup.
For a detailed description of ClientTouch view Working With a Group of Contacts - ClientTouch Workgroup.
Step 2: Add Contacts To Workgroup
Click Contacts.
The Contact List has a column with a gray icon next to each contact record.
This tells you which contacts are in the Client Touch workgroup.
Gray - not in a workgroup. Green - in a workgroup.
If you don't see the In Client Touch button in your contact list see: Add-In Client Touch to Contact View.
Locate a contact that you would like to send the newsletter to and click the gray icon.
It will turn green, that contact is now part of the ClientTouch workgroup.
Continue clicking the in Client Touch icon next to each contact that will be part of your newsletter mailing.
As you're selecting contacts, notice the number next to Client Touch update in the toolbar.
Step 3: Apply the D4U - Newsletter Client flag to all contacts in a workgroup.
Once you've selected all your contacts, it's time to add the D4U - Newsletter Client flag to the group.
Click the Client Touch button to access your workgroup.
Click Group Edit.
Click the Add Flag section. Choose the flag from the drop-down menu. Click Apply Changes.
All your selected contacts now have the D4U - Newsletter Client flag!
You are done working with this group, click Clear Workgroup.
Once your contacts are flagged the Done For You Newsletter Wizard will be able to identify them and you'll see the contact names in the wizard.
Option 3 - Newsletter Contacts Are Already Flagged - Change Flag
This option is for you if you have your Newsletter contacts flagged with your own flag.
Option 3 Instructions
Follow the instructions below to add the D4U - Newsletter Client flag to your existing group.
Click Client Touch in the myClients toolbar.
1. Click Add Contacts
2. Click your flag to add your newsletter contacts to the workgroup.
Click the Actions tab.
Click Group Edit.
Click the Add Flag section.
- Choose the flag from the drop-down menu.
- Click Apply Changes.
- Click Yes, Confirm Group Edit.
- Click Return to Client Touch Menu.
All your newsletter contacts now have the D4U - Newsletter Client flag!
You are done working with this group, click Clear Workgroup.
Remember to add the D4U - Newsletter Client to any new contacts you want to add to your mailing.
We recommend removing your flag so you only have to manage one newsletter flag going forward.
Once your contacts are flagged the Done For You Newsletter Wizard will be able to identify them and you'll see the contact names in the wizard.
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