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 How To's > Adding Clients to a Marketing Plan
Adding Clients to a Marketing Plan

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


  1. Open a client and click the Marketing tab. This tab lists all available marketing plans in the left panel and all the plans the client belongs to in the right panel.  Note: To set up your list of marketing plans, go to Maintenance > Client > Marketing Plans. See also: Marketing Plans

  2. To add a marketing plan, simply highlight the plan on the left and click the right arrow ">" button to move it to the active list.

  3. To remove a client from a marketing plan, just highlight the plan on the right and click the left arrow "<" to move it back to the inactive side.

  4. If you've entered any birthdays or anniversary dates for the client or their family members, the software will automatically add some date-specific plans to the client's list of available plans. For example, the client pictured above has family members named "Meredeth" and "Peter" and their birthdays have been store in the software. As a result, the software automatically created marketing plans for "Meredeth's Birthday" and "Peter's Birthday." Peter's plan has been selected, while Meredeth's has not. Calls are automatically generated for these plans according to the settings in Company (Studio) Preferences > Marketing. See also: Company (Studio) Preferences - Marketing

  5. Save the client record when finished.




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