Contact Type

Circulation has the ability to track all outbound subscriber and non-subscriber contacts, with an option to send an e-mail (for e-mail contacts) and display any source documents associated with the contact. Examples of source documents include direct mail flyers, campaign scripts, upsell letters and welcome letters.

Contacts can be created with Targeted Marketing processing and the Subscriber Activity Export, and entered manually in Customer Service (see the User Manual). Contacts are associated with occupant records when possible. When an occupant cannot be located, they are associated with the address record instead.

Note: In order to send a confirmation e-mail as part of a contact transaction in Customer Service, you must define a contact type called “Email”.

To define the types of customer contacts:

• Select Setup | Subscription | Codes | Contact Type to display the Contact Type screen.

• Click the Add icon and complete the following fields.

Field	Type	What to enter
CONTACT TYPE	open (8)	Enter a contact type, such as “Followup” or “Upsell”.
DESCRIPTION	open (30)	Enter a description of this contact type.

• Click OK to save the contact type in the database or Add Another to save the existing record and add another contact type.