Create Trackers from a Database File

These steps explain how to create a batch of trackers from a file list of member accounts.

• Note: The file used must have the Account Base sequenced as the first field.

1. You may need to create a new cross-sales need group and create new cross-sales tasks first for these trackers.

2. Launch Tool #497 Member Connect Marketing Tools.

3. Enter the file name.

4. Select Leads for sales tracker.

5. Use Enter.

6. From the Generate Trackers from Database File screen:

   • Select the type of tracker you’d like to create.

   • Make sure to check the box labeled Append to existing tracker.

   • Select the memo type.

   • Enter the tracker key word.

     1. If you enter a Tracker key word different from the existing tracker type, you will create a new tracker.

     2. For example, for sales trackers, we recommend entering Sales Tracker; for collections trackers, we recommend entering Collections.

   • Enter the Tracker follow-up date.

   • Assign the trackers to an employee ID.

   • Too many records for one person? Assign the follow-ups to a generic employee ID that multiple people can work off.

   • In the Tracker text, enter the instructions for the assigned employees explaining the purpose of the tracker campaign.

   • Fill in the Assign cross sales need group and Assign cross sales task # fields.

   • Ensure the checkboxes to exclude members who opted-out of communication are checked.

7. Use Enter.

8. You will go to a final confirmation screen that will also print a report of the members for which a new tracker was created. Click Create Trackers. They are now ready to be worked!

Learn More

Sales Tracker Booklet