BRAIN Setup

There are some important items that need to be set up, and some processes to run so you can get the most out of BRAIN. 
  • Import Contacts into Groups - If you have a list of contacts, such as from a mailing list, this is a perfect way to manage those contact's activities and track marketing results.
  • Import Relationships
  • Update Contact Address for Customer - If you are using Customer Service or Macola Order Entry, you can associate the customer record with the contact record and all synchronize all addresses
  • Email Templates - If you email a group of contacts, you can create a template that is used in a campaign so your message is consistent and timely.
  • How is manage groups supposed to work?