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Creating Dynamic Subscriber Groups

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Welcome to week #23 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using KnowledgeSync.

This week's question:

(This week we are answering two questions on the same topic.)

#1: I have a client who will be using KnowledgeSync to automate certain email marketing campaigns, but we want each campaign to target different geographies - such as one week doing southern California, another week northern California, and so on. How can we specify groups of subscribers like those?

#2: We're using KnowledgeSync with Sage MAS 500 ERP and we were wondering if there was a way we could avoid manually re-entering the details of all of our sales reps (email addresses, fax numbers, etc.) into KnowledgeSync. Have you got some kind of import we could use?

Answer:

Yes to both of these questions. You would use a function in KnowledgeSync called "Subscriber Linking" - and it allows KnowledgeSync to dynamically retrieve subscriber data from any table in any ODBC-compliant application. Let's go over both of these scenarios:

Scenario #1:

1. Create separate queries that retrieve prospects in each of your targeted geographies. Make sure to retrieve each prospect's name and email address.

2. Create a subscriber group for each geography - e.g., "Southern CA Prospects".

3. Highlight (single-click on) this new subscriber group, go to the top of the Event Manager window, and click on the "Properties" button. From there, click on the "Subscriber Linking" button.

4. Click on the "Select Query" button, choose the application that contains the corresponding query you created in step #1, and then choose that query.

5. Map the fields from your query (the prospect's name, email address, etc.) into the corresponding subscriber data fields.

6. When done, click on "OK" from this window and on "OK" from the properties window.

Scenario #2:

1. Create a query that retrieves all sales rep records from the MAS 500 database. Make sure to retrieve each rep's name, email address, and any other "delivery" addresses.

2. Create a subscriber group called "MAS 500 Sales reps".

3. Highlight (single-click on) this new subscriber group, go to the top of the Event Manager window, and click on the "Properties" button. From there, click on the "Subscriber Linking" button.

4. Click on the "Select Query" button, choose the application that contains the query you created in step #1, and then choose that query.

5. Map the fields from your query (the sales rep's name, email address, fax number, etc.) into the corresponding subscriber data fields.

6. When done, click on "OK" from this window and on "OK" from the properties window.

The great thing about Subscriber Linking is that the link is dynamic - so as prospects (or sales reps) are added, changed, or deleted, those changes will automatically & instantaneously be reflected in KnowledgeSync.

(And if you need to do a one-time import of subscriber records, that's possible too.)

If you need assistance with Subscriber Linking, just contact Don Farber at farber@vineyardsoft.com.

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com

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