Adapting MarketSharp To YOUR Business! Customization Worksheets

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Shanon Ryan
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1 Adapting MarketSharp To YOUR Business! Customization Worksheets

2 Consumer List Count Request To receive your FREE consumer market analysis, simply fax the completed form to You ll be faxed a report tallying the number of targeted consumers that meet your selected demographic and geographic profile. If you need more information please call Your Company Information Fax Form To: Company Name: _ Contact Name: Address: _ City: _ State: Zip: _ _ Phone: _ Fax: _ Demographic Selects (select only those that apply) List Type: Direct Mail (all mailable records) Telemarketing (only records w/phones) Direct Mail and Phones (all available records & phones where available) Residence Size: Single Family Dwellings Multi-Family Dwellings Home Ownership: Homeowners Renters Household Income: $0-29k $80-99k $30-49k $ k $50-79k $150+ Include Uncoded Income (unknown) Adult Age Range: Home Value: $1-49k $ k $776-1M $50-99k $ k $1.1M+ $ k $ k $ k $ k Include Uncoded Home Value (unknown) Years at Residence: Valid range is 0-15 years Lower limit Upper limit Years Home Built: Valid range is From year To year Include Uncoded Year Built (unknown) Geographic Selects Include the following: Zip Codes Cities Counties States Advanced Marketing Concepts 505 King Street, Suite 200 La Crosse, WI Phone: (800) Fax: (608) web:

3 Marketsharp M Custom Field Planner Use this grid to plan your custom fields that you wish to add to Marketsharp M. Simply pencil in your plans below the then proceed to enter your new fields into the program by opening Admin and clicking Custom Fields. New Field Name Type of Custom Field (text, popup, date, currency, etc.)

4 Marketsharp M Filter Planner Use this grid to plan your customer filters that you wish to add to MarketSharp M. Simply pencil in your plans below and then proceed to add your new filters to MS by going to the List View and clicking on Add next to the Filter dropdown. New Filter Name Description Location (place an X in column) Prospects Leads Customers

5 Marketsharp M View Configuration Planner Use this grid to plan your grid configurations that you wish to add to Marketsharp M. Simply pencil in your plans below and then proceed to add these preset grid configurations MS by going to the List View and clicking on Add next to the View dropdown. New View Config Preset Name Description Location (place an X in column) Prospects Leads Customers Fields (Columns) used in the Configuration

6 Marketsharp M Print File Planner Use this grid to plan your print files that you wish to add to MarketSharp M. Simply pencil in your plans below and then proceed to add these files by going to the Print Assistant and then Print File Maintenance. Then, select the type of print file you want to create and open one of the existing files displayed by clicking edit. Finally, make the changes you desire and select Save under the file menu. New Print File Name Description Location (place an X in column) Prospects Leads Customers Type of Print File (letter, form, list, postcard, label, envelope, etc.)

7 Marketsharp M Template Planner Use this grid to plan your templates that you wish to add to Marketsharp M. Simply pencil in your plans below and then proceed to add these files by clicking on Send Template and then reviewing the How To Create, Send and Log s training video. Name Location (place an X in column) Prospects Leads Customers Description

8 Marketsharp M Report Preset Planner Use this grid to plan your report presets that you wish to add to Marketsharp M. Simply pencil in your plans below and then proceed to add these items to Marketsharp through the Report Tab by selected an existing report. Then, make your changes to the report and click on the Save as New Report link. New Report Name Description

9 Marketing Activity Process Setup Sheet Use this grid to describe your desired process. Describe your activity type, reference, who it s assigned to and its sequence below. Process Name: Section: (Prospects, Leads or Customers): Activity Type (call out, out, mailer out, etc.) Reference (follow-up call, 1 month follow-up , etc.) Assigned To (staff member) Due in X Number of Days

10 Production Process Setup Sheet Use this grid to describe your desired process. Describe your activity type, reference, who it s assigned to and its sequence below. Production Process Name: Product Production Task Type (i.e. measure, order products, schedule installation, etc.) Assigned To (production staff member) Due in X Number of Days (from contract date)

11 Web Lead Capture Planner Use this grid to describe your web form submission captures and connections to MarketSharp M. Describe the name, lead source, attached activity process and staff member(s) notifications below. Lead Capture Name (i.e. estimate request, landing page submissions, etc..) Primary Lead Source Secondary Lead Source Attached Activity Process Staff Members to Nofify

Consumers Database Instructions: 1. Under 250 Million Consumer Sales Leads, click the orange START button.

Consumers Database Instructions: 1. Under 250 Million Consumer Sales Leads, click the orange START button. Here you will begin to select your search criteria. With every search you do, you will have to