When you open the Inform Marketing Manager, the Customer Selection Criteria window will pop up. This window allows you to select the types of customers that your email will target. For example, you can select customers in a specific state, customers assigned to a specific salesman, or only customers who are in good credit standing. The more criteria options you select, the more focused your mailing will be, as a customer must meet all selected criteria in order to be included.
Only customer contacts with an email address will be included in the selection.
For more details regarding the options available in the Selection Criteria window, see the Customer Selection Criteria page. Once you have selected your criteria, click the OK button. This will open the Inform Marketing Manager screen. You can always return to the Selection Criteria window to make changes by clicking on the Customer Selection Criteria button. The window below the button will display the criteria that you are currently using, as well as how your customer list will be sorted. An example is shown below.
Below this Customer area, you will see a History option. Checking this box will allow you to select customers based on products that they have purchased, product lines, vendors, and stock or non-stock products, in addition to the Customer Selection Criteria information that you have already entered. For more information about using sales history to select customers, see the Selecting By Sales History page.
If you do not need to use the Sales History option, you can continue on to the Verifying Customer Information page.