Advanced Training – Building & maintaining relevant mailout lists!

Overview

This session is designed to help attendees utilise Client Sense to easily build and maintain relevant mailout lists. We will cover the building and maintenance of email marketing lists, how you can segment lists, easily clean old lists you might have, and even identify tangible opportunities based off your email marketing campaigns.

This session requires attendees to either have undertaken prior Client Sense basic training or to have existing hands-on experience with the Client Sense solution.

Agenda

– Extracting up-to-date email marketing lists
– Segmenting or creating segmented mailout lists
– Cleaning or assessing old lists for relevance
– Tracking contact and firm activity against campaign reads and opens

Registration

After registering, you will be sent an Outlook meeting invite within 24 hours. This will include the Zoom meeting connection details. This training is provided at no cost as a part of your Client Sense subscription.

For local training sessions outside of Australia, New Zealand and Asia, please contact us here.