Manage Mailings for My Contacts

Attorney-efficient marketing event and mailing list management

Attorneys can click on the IntelliPad ContactLink button in Outlook, choose a marketing event or a mailing list, and see a list of their own contacts with a checkbox for each. Checking or unchecking the box indicates whether or not the contact is included in the event or mailing. In preparation for a mailing, the Marketing staff can send emails to all attorneys with a clickable link to open the checkbox view of their own contacts for the upcoming event or mailing. There is also a way to see a list of contacts and link them to multiple events and lists.

With ContactLink, a list of all shared contacts for the attorney is shown with check boxes for easy inclusion or exclusion. Also, mailing address choices by individual contact can be made for any event or mailing list. And, personalized notes from the attorney can be entered for mailings and marketing events. And as shown with the image on the right below, all of the same control over contact participation is provided directly within Outlook.

Attorneys and Assistants View

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