For Attorneys & Administrative Assistants
Manage Mailings for My Contacts
Working with IntelliPad’s ContactLink feature
Attorney-efficient marketing event and mailing list management
Attorneys can click the IntelliPad ContactLink button in Outlook, choose a marketing event or mailing list, and see a list of all their contacts with a check box for each. Checking or unchecking the box indicates whether or not the contact is included in the event or mailing. The mailing address type and salutation can be changed for a contact, if needed; some mailings, such as a holiday card, may have a “Sign” check box and a personal greeting entry. As shown in the second image below, all of the same control over contact participation is provided directly within Outlook. ContactLink has the additional feature of selecting multiple events and mailing lists, then linking all or selected contacts to them at once.
In preparation for a mailing, the Marketing staff can send emails to all attorneys with a clickable link to open the check box view of their contacts for this upcoming event or mailing.
A check mark here means the contact is linked to this event or mailing list.
A “Sign” check box and personal “greeting” text are provided for some Mailing Lists such as cards; entry is optional
One click linking of all the attorney’s contacts
Used to link contacts to multiple events and mailing lists in one pass
Presentation in Outlook for a contact. The “Sign” check box and personal “greeting” text are available here also, if any.