the new “use the customer selection from customer tab/view” checkbox that has been added to reports that have customer selection allows you to run reports using the current customer selection.
here is the process…
– visit the customer tab/view
– apply any filter(s), e.g.; by state, territory etc.
– go to the reports tab
– select a customer based reports, i.e.; reports that have a customer selection drop-down
– click to select the new “use the customer selection from customer tab/view” checkbox
the report will be generated using the customer selection from the customer tab/view
A how-to for Personalized Bulk Email users who would like to…
– Deliver responsive (Mobile Friendly) emails
– Have more control over layout with the use of custom templates
The video is 6 min 45 secs long. It covers the  use of the template,  transfer of the content to SE’s Personalized Bulk Email and  the final touches and image upload. It ends by showing the final e-blast on an iPhone’s mail and gmail apps.
How it Works
Invite your friends to join Showroom Exchange. Ask them to mention you/your company when signing-up.
- Free Month for referring SR.
- Discounted setup for the new SR.
- A $100 GiftCard, of referring SR’s preference, Barney’s GiftCard, etc.
The following ~ 2 min video demonstrates embedding a countdown in your e-blast.
The countdown can be helpful for engaging your customers to act before a deadline.
We have used a free tool hosted by http://motionmailapp.com/
The following 3.5 min video will walk you through mapping large number of customers covering the entire country/globe.