What is a Master Contact List ... ?

• The Master Contact List represents the Companies, Organizations, etc. you'd like to send emails to.
• Most bulk or mass email programs only have very limited information beyond a company name and email address.
• The AccountPro Email Mailer and Contact Manager has the option to add personnel to each company in the master list.

What is a Personnel Contact List ... ?

If individuals are known within a company (not normally the case when using email campaign lists), emails may be sent to individual persons or departments.

• Most bulk or mass email programs have very limited information beyond a company name and email address.
• The AccountPro Email Mailer and Contact Manager has the option to add personnel to each company in the master list.

What is a List ID ... ?

To facilitate sending emails to certain groups of Contacts the Master List may be grouped by:

• Some examples of List IDs (All lists are totally user defined. Create as many lists as required)
  1. List ID "P" = Prospects
  2. List ID "C" = Existing Clients
  3. List ID "M" = Marketing List
  4. List ID "PSNL" = Personal List
  5. List ID "FRNDS" = Friends List
  6. List ID "FAMLY" = Family List
  7. List ID "HOBBY" = Hobby List
• Industry, Business or Organization Types (Standard Industrial Classification)
  1. Type ID "1540" = Builders
  2. TYpe ID "8021" = Offices and Clinics of Dentists
  3. Type ID "8099" = Nursing Homes & Caretaking Facilites
  4. Type ID "8721" = Accountants
  5. Type ID "8741" = Management Services
• Affiliation.
• Church Group.
• Organization.
• and so on.

What is an email campaign ... ?

An email campaign is to facilitate sending emails to certain groups of Contacts. The campaign may represent newsletters, promotional announcements, new product announcement, club events and so on.

• Some examples email campaigns:
  1. Email Newsletters are direct emails sent out on a regular basis to a list of subscribers, customers. The primary purpose of an email newsletter is to build upon the relationship of the company with their customers/subscribers.
  2. List ID "C" = Existing Clients
  3. List ID "M" = Marketing List
  4. List ID "PSNL" = Personal List
  5. List ID "FRNDS" = Friends List
  6. List ID "FAMLY" = Family List
  7. List ID "HOBBY" = Hobby List
• Industry, Business or Organization Types (Standard Industrial Classification)
  1. Type ID "1540" = Builders
  2. TYpe ID "8021" = Offices and Clinics of Dentists
  3. Type ID "8099" = Nursing Homes & Caretaking Facilites
  4. Type ID "8721" = Accountants
  5. Type ID "8741" = Management Services
• Affiliation.
• Church Group.
• Organization.
• and so on.

What is a Source ID ... ?

A Source ID lets the user know where the contact information came from. Some possible sources for example could be:

• "R" = A Referral
• "N" = Newspaper add
• "D" = Direct Contact
• "A" = Agent or Affiliate referral
• "WEB" = Contact through your website
• "M" = Marketing Campaign which could be identified by specific campaigns:
  • "MC1001" = Campaign A
  • "MC1002" = Campaign B
  • "MC1003" = Campaign C

Purchasing an Email List ... ?

When looking to purchase an email list here are some things to watch out for:

• Is the list Current? While almost all of the ones for sale claim that they are current many are not contrary to claims that they are checked annually.
• Is the list relevent to whom you are targeting? Many list have information which is publicly available and contain, for example, a 100 email addresses for a single company or government organization. Looks good until the emails start to bounce or the company or organization has placed email spam blocks as they get tired of being bombarded from purchased email lists. Remember if you bought the list it is most likely many others did too!
• Best is to built you own lists from people who've contacted you for information about your product or services.

Why Modular Software ... ?

1. Modular software allows you to purchase only the module or modules you need.
2. All-in-one software packages are often very limited in the amount of details they provide. For example, the AccountPro Invoicing Platinum module provides for seven price levels. In the Accounts Receivable module each Customer may be assigned one of these pricing levels.
   1. Customer A may get pricing level 1
   2. while Customer B gets pricing level 5.
   3. Setting the pricing level to 0 for a customer will allow a custom price to be entered at the time the invoice details are entered for this customer.
3. Any module may be purchased and run as a standalone module without the need for any other software, or additional AccountPro Software modules.
4. Many companies are already using an all-in-one accounting package but may find that one area of the package does not totally fulfill their needs. This is just one example where a standalone software module more specific and detailed may fill that gap.
5. If multiple AccountPro modules are installed, the modules will automatically interface with each other without any special setup.

What is stand alone software ... ?

Standalone as it relates to AccountPro software modules means that A) no other AccountPro modules are required, and B) no other software is required other than one of Microsoft Windows 7 / Vista, XP, 2000 or Windows Server 2003 / 2008 with current Microsoft updates is installed.

What are the System Requirements ... ?

• Windows 8, Windows 8 Pro Windows 7, Vista, XP, 2000, Windows server 2003 & 2008 (client or server).
• Memory 512mb (preferred > 1gb) ram.
• 125mb free disk space for the first module, 25mb for each additional module.
• Screen Resolution 1024 x 800 or better.
• Internet Connection for software downloads and upgrades (not required to run or install the program).

Linux or MAC operating sytems are not supported.

What are CSV files ... ?

• CSV stands for Comma Separated Values, sometimes also called Comma Delimited. A CSV file is a specially formatted plain text file which stores spreadsheet or basic database-style information in a very simple format, with one record on each line, and each field within that record separated by a comma.

What are ASCII files ... ?

• ASCII is the abbreviation for American Standard Code for Information Interchange.
• ASCII files are those composed of simple text information with no formatting.
• ASCII (pronounced askee) is an acronym for American Standard Code for Information Interchange. It is a simple text format that does not use formatting specific to any particular application. Because of this, documents saved as an ASCII (or text file) can be used across all platforms.

Does AccountPro Integrate with MYOB, Peachtree Accounting or Quick Books ... ?

• Due to the fact that the level of detail in all AccountPro modules it would not be feasable to interface with Peachtree Accounting or 3rd Party software.
• All AccountPro modules print transaction details which may be used for entry into other systems. Details may be filtered by range.
• An import module is available to import specified master files (using csv format) into AccountPro.