Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System. Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects. And why not?
Setting them up is easy
Step 1: Click Utilities from the Main Screen
Step 2: Go to Agency Setup
Step 3: Select Communications
Step 4: Place a Check mark in the box next to the campaign you want to use (in this case previous customer and direct mail, email, text or any combination)
Step 5: Click the Edit box
Step 6: Create your content
Step 7: Set your Criteria
Note: Email and Text will send automatically. Direct Mail must be printed through Forms and Letters on the Main Screen.