Marketing List & Marketing List Generator

Kinetic ERP
1

We are actively looking at the Marketing Lists and Marketing List Generator, and we are wondering:

  • How do you use this?
  • What do you use it for?
    We want to make some improvements in how this works and behaves, but before doing this, we need to talk to some of you who use it (or would LIKE to use it).
2

Good Morning Tim,

We are looking into and trying to find more information on this ourselves. The marketing lists we have created (email, event invitation, events and so on). The personalization feature it doesn’t allow us to pull in specific email information… So if i create a BAQ to pull in specific business categories or for example industry classes and run the Marketing List Generator… (provided I have created a BAQ to bring in the information fields available to me under the tab “List Items”.

What happens when you "Generate Marketing List? What format does it create a “marketing list” in? There seems to be a lack of information surrounding this functionality as a whole… so a lot of this is just guess work on our part for the time being.

Would a Marketing List for example, an EMAIL marketing list than somehow tie in with our Email marketing strategy and allow us to mass send a marketing email to the people on this list? It doesn’t seem like it offers any sort of benefit at the moment…

If this marketing list generator and the process around it could be used by sales and marketing to attach customer emails to a marketing based email that can be sent directly through Epicor while being able to attach the actual body of the email, would be a very useful tool.

Additionally, if for example we could use the functionality to pull contact data in such a way that we can print out our customer contact info and address in a format to be used for snail mail marketing campaigns as well.

The possibilities are there, it just seems like the functionality itself in its current capacity doesnt have much to offer… However, with some modification - could offer a lot of potential with regard to CRM.

Would love to hear your thoughts and feedback. Let me know what you think!

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