Populate Folder Contacts

When populating the event folder, you can invite contacts to the event based on any combination of the following:

• Criteria Provided by a Sponsoring Department or Practice Area
• Marketing Criteria
• A Mailing List
• Professionals Adding Contacts

Criteria Provided by a Sponsoring Department or Practice Area

In this scenario, the department or practice area sponsoring the event typically has a specific target audience that the event will be geared towards, for example, executives from their top clients. They develop the list of criteria used to determine who will be invited and send the criteria list to the Marketing department. Marketing then performs searches in InterAction based on the criteria provided and populates the event folder with contacts who meet the criteria.

• If using criteria supplied by the sponsoring department and performing searches where necessary, link appropriate firm contacts into the folder.

  Additional Option: If the sponsoring department included specific company names that they are targeting in their criteria list, link all people contacts from those companies or people with specific functions in their job title into the event folder. Run an InterAction search to find any companies within the event folder with no people associated to it; notify the sponsoring department of companies which did not have any employees who met the supplied criteria. Have the sponsoring department identify the appropriate contact(s) from those companies who should be invited.

• Marketing notifies the sponsoring department, if involved, when the proposed invitation list is ready for their review (the sponsoring department should have appropriate access rights to read, link into, and delete contacts from this folder).

  If a hard copy list is required, Marketing opens the event folder and runs a report of the contacts.

Marketing Criteria

In this scenario, the Marketing department develops their own criteria for who should be invited to the event, for example, contacts from health care companies in the Chicago area. Based on this criteria, Marketing performs searches in InterAction and populates the event with contacts who meet the criteria.

If using marketing criteria, perform folder searches based on the marketing criteria and link firm contacts who meet the criteria into the event folder.

A Mailing List

An event may be geared towards a certain subset of your clients that you currently track via a mailing list, for example, every client who receives your newsletter. You can easily populate the event with those clients by selecting all the clients from your newsletter mailing list.

If using an existing mailing list, mark all the contacts in the existing list and link the marked contacts into the event folder.

Professionals Adding Contacts

When populating the event, you can open the invitation process to professionals and their assistants in your organization. Through the Web Client, professionals or their proxies can add their contacts to the event folder. Note, only firm contacts may be added to this list.

Inviting Web Client Users to Add Contacts to the Folder by Email

You can easily send a link to Web Client users that allows them to add their contacts to the event marketing list.

1. In the Web Client, browse to the marketing list and choose the Add Contact to List link.
2. Choose Select from My Contacts.
3. Right-click on the window in the grey area (not on the list of names) and choose Properties.

4. In the Properties dialog box, highlight the URL by clicking and dragging with your mouse. Be sure to capture all of the lines of the URL (all lines may not appear on the Properties dialog box).

   

5. Right-click on the highlighted text and choose Copy.

6. In the body of the new email message, paste the link.

   

7. Edit the link to remove your user account references. The final link should look similar to this:

   

8. Send the message to the appropriate users.