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This section presumes you:
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Mail Lists are a group of patrons who did something in common, such as
Externally, they provide the ability to target market to a group of patrons. To illustrate, a "musicals" mail list could be created for all patrons who like musical productions. Use this list to send personalized letters, print labels, create reports or ask for donations. Mail lists can be manipulated in many ways. For example, you could use the "musicals" mail list to create another mail list that includes everyone on the musicals mail list but excludes people who have purchased tickets to the current musical.
Internally, they may be used to create a list of donors over a specified amount, a list of ushers or actors, or donors to a specific campaign. These are lists for internal purposes to be used by the staff and may (or may not) be used for some kind of mailing.
It is important to remember that a Mail List provides "A List of Patrons Who..."
For example, if you are creating a list of donors of more than $500, the list won't provide you with the donation amounts. It only provides you with the patrons who fit the criteria. Likewise, a Mail List of patrons who attended 4 out of 6 shows will not tell you what shows they attended - only that these patrons attended that number of shows. This information is obtainable by using reports - but Mail Lists will only provide the patrons who fit the criteria.
As a rule of thumb, we like to say "If your question is about 'WHO,' such as 'I want to know who...' then your answer lies in a Mail List. If your question is about 'WHAT' or 'WHEN,' such as "I want to know what someone gave...' then your answer lies in a Report."
With that said, Mail Lists provide:
There are 5 different ways to add a patron to a Mail List
There are also some very interesting things you can do with Mail Lists such as:
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From here you can:
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The mail list tab is located on the Patron Window. When the mail list tab is clicked a patron's mail list information displays at the bottom of the patron window.
The Mail Lists for Patron window opens. A mail list that is marked with a bullet means the current patron belongs to the mail list.
Do this by single clicking the mail list that you want, it will become highlighted.
This adds the patron to the selected mail list.
Once they are added, a bullet appears beside the list.
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This section presumes you:
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Double click on one of the mail lists
The Mail List Criteria window opens.
The upper part of the Mail List Criteria window displays:
If the number of patrons in the Mail List is less than 1,000, Theatre Manager displays all the patrons in the list. If the number of patrons exceeds 1,000, you will need to click the search icon in the lower right corner to display the list. This feature is designed to avoid displaying tens of thousands of names if the criteria was amiss.
Double click on any patron in the list to open their patron record.
There are some very interesting things you can do from the Who's in tab such as:
From here you can:
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