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Greetings!
When mailing out of Lodgical, there are a few things you will need to know before you begin. In this newsletter, we outline the necessary information for you to fully customize your email or mailing list. |
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Under Mailings, Emailing List, you are able to perform the following:
- Add/Edit/Remove Email Addresses
- View or Send emails to selected guests
- View or Send emails to all guests
The viewing and sending emails options have the same basic look and feel. In this window, you will have a few options you must fill out. First, choose which dates you wish to include. Lodgical will choose everyone whose arrival date falls on or between these dates.
By selecting only certain units or unit types, you can narrow your email list. Following the select units button are four options which you can include any, all or none of them. They include:
- Exclude guests with advanced reservations
- Include only guests with company names
- Past guests
- Current & future guests
For the Delivery Option, you can choose from the following options:
- Send as Emails Only
- Write Export file Only
- Send emails and write export file
By choosing writ to export file, you will be creating a text file that contains information such as name, email, arrival, departure, unit, unit type, etc. This file can then be used in future emails or as a way to email out of Outlook. |
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Mailing List
You will need to create a mailing list to send your guests promotions, coupons, birthday cards, etc. There are two different ways to create a mailing list: by profile and by reservation. These will create two different mailing lists.
Create Mailing List From Reservations
The following is the window you will see when creating mailing lists from reservations. Using this utility, you will be able to:
- Specify date range
- Include or Exclude specific guests or owners
- Select specific advertisement, interests, etc from the corresponding tabs
When you are finished, click Create List. By default, Lodgical asks if you would like to create a list with today's date in the following format: MailMMDD. When it is finished creating the list, it tells you how many names were imported.
Create Mailing List From Profiles
When creating a list from profiles, you get a few different options. After choosing your start and end dates, you have to option to include guests who have stayed at least X number of nights, and include guests who have stayed at least X number of times.
After clicking OK, Lodgical will tell you how many names have been imported as well as ask if you would like Lodgical to process the files right away. By clicking Yes, you will be brought to the mailing list window:
From this window, you will be able to add or edit names, remove duplicate names, or print labels, letters or envelopes.
It is personal preference weather you want to use profiles or reservations to create your mailing list. Both lists will contain similar (but not the same) information.
Combining Mailing Lists & Removing Duplicate Names
In order to combine lists to make one big mailer, you must first click the Mail button. Under File, you will see an option to Merge Two Mailing Lists. After selecting the mailing lists to merge, it is very important to remove duplicate names. Under File,  Remove Names, you will notice multiple ways to rid your list of duplicate names. If you choose Duplicates, Lodgical will scan your list for matches for Last Name, Postal Code and City.
Another way you can remove names is by looking at an alphabetic list. Below is an example of what the list will look like:
By double clicking a name in the list, Lodgical will warn you that this name will be deleted from the list. Click OK. After removing your duplicate names, your merged mailing list is ready to be printed. |
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We know that using these features will allow you to keep in contact with your clients. Staying in contact with them will keep them coming back year after year. |
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Sincerely,
Lodgical Support Team
Bay Lakes Information Systems
920.746.0606 |
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