nav-pos
blockHeaderEditIcon
You are here:  

Combined selection

(CRM - Selection - a central contact management tool)
 
Printer Friendly Page

Topics in overview:

Contact management
Group management
Address import and export
Selection - a central contact management tool
Customer loyalty by means of communication
Letter and email templates
Lead manager
Appointment and task management 
WebConnector: website connectivity
arrow

Related topics:

Selection strategy
Basic group selection 
Create search (advanced selection)

Selection according to groups 
Selection according to affiliate networks
Selection according to newsletter subscriptions

Selection according to data content
Combined selection
Selection filters

To understand this topic, it is vital to have an understanding of selection strategy. Please familiarize yourself with selection strategy before continuing.

Combined selection

(Advanced search)

(Search and selection)

In the advanced search, you can search by any criteria, and also combine search criteria. Please note that, here too, a general preset exists if all criteria types are required. This can be selected by choosing the 'AND' setting.

In practice, different selection types are combined for the purpose of further narrowing down the result set. One practical example would be a search for all newsletter subscribers with a migration background residing within a certain postal code area who have expressed interest in learning a new language - to whom you would now like to offer a language course. Thus, each contact you want to find must meet the following criteria: 

- they must subscribe to a particular newsletter (selection according to newsletter subscription)

- they must be from a certain country of origin (selection according to country)
- they must reside within a certain postal code area (selection according to data content)
- they must have been allocated to the Prospects group (selection according to groups)

These are four selection types, which can be combined via the 'AND' setting.


 

 

Footer-03
blockHeaderEditIcon
Backtotop
blockHeaderEditIcon
Footer-06
blockHeaderEditIcon

Languages

coypright
blockHeaderEditIcon
2017 Copyright by Worldsoft AG, All Rights Reserved
social-media
blockHeaderEditIcon
Facebook   Twitter   Wordpress  Worldsoft
Username:
User Login
Your Email
*