Welcome to TargetLeads Blog

Thank you for visiting our TargetLeads Blog!  We are committed to helping you make the most out of your lead lists, mailers, responses and the management of all of these.  This blog will hopefully be a part of fulfilling our commitment to you.

View our posts by Categories, Authors or just scroll through and find the topic that interests you most.  If you have any questions, please contact us through this site or through our main website: http://targetleads.com/

-TargetLeads Staff

Why Choose Direct Mail?

In today’s business world there are numerous marketing options available to get the message out about you and your product, so why choose direct mail?

Simple: Because direct mail works and every lead response is 100% exclusive!  Each mailer is targeted to your specific market audience and reaches them at their convenience, without interrupting their dinner or workday.

Internet leads can only access the 45%* of seniors that have a computer with internet service. How are you marketing to the other 55%?

Email blasts are fast and reach a large market quickly, but response rates are low and blasts can be expensive. With junk mail filters improving daily, many emails go unseen.

Newspaper ads, billboards, TV ads, radio ads… are expensive and do not allow you to target to your specific audience (i.e. by age, income, etc.…). These marketing efforts completely rely on the consumer listening to that radio station, driving a specific route or reading that section of the newspaper.

The “Do Not Call” law has limited who you can and cannot call for telemarketing leads. On average, 80% of Americans ARE on the “Do Not Call” list. How are you reaching this 80%?

On the other hand: 100% of your target market has an address. Choose direct mail when creating your next marketing effort and reach the potential prospects you may have been missing!

-TargetLeads

*Direct Marketing Association estimation

Tuesday Tips for TL LeadManager: Print Labels

December is here and so are the holidays.  Sending holiday cards to all of your clients should be quick and easy.  With TL LeadManager you can address all of your envelopes and cards in a few simple steps.  All you need is a little time, some basic mailing labels (Avery Template 5160) and our software.

Tip: Use TLLM to print clients’ and leads’ address labels for holiday cards.

Printing Labels

First click at the top left.  The search screen will open.

• Search for the leads or clients you would like to send the cards to.  An easy way to find them is to search by categories you have added or by status (ex. Sold).
• Then click the big search on the right.
• All of your leads/clients will be listed.  Click Select All under the list, then click Print.
• After you click Print your will see your print options to the left.  Click 5160.  This is a basic mailing label. 
• A new window will open with your chosen leads/clients addresses formatted and ready to print.
• Click the printer icon at the top left to print the labels.

• You may want to test the alignment by printing just one page on a blank sheet.  If the alignment is off, you can adjust the margins by changing the label positions. 
• Move the labels to the right, by changing the left position.  To move the labels down, edit the top position. 
• Click Re-Run Labels twice.  This will refresh the labels.
• Then click the printer icon.

That’s it!  You can then place the labels on the envelopes for all of your leads/clients and drop them in the mail. 

We wish everyone a very happy holiday season! If you have any questions please comment below or contact me.

~Mandy

Tuesday Tips for TL LeadManager: Lead List

We are now a month into AEP season and hopefully you have received many leads to contact.  As you are working your leads, you may want to view just their basic information to quickly contact them.  With TLLM you can view your leads in a list format and update their statuses, add notes or call back dates. 

Tip: Use the Lead List to view a list of your leads for making calls quickly.

Click Lead List from the tab options

Lead List View

• Edit fields you view by clicking the double arrows on the top left
• Selected fields are shown on the left and unselected fields are on the right.
• To make changes click on the fields you want to view (or not view) and then click the arrow in the middle to move from one column to the other.
• After you are finished making changes, click Save and Redisplay List.
• The fields you select will then be displayed for each lead on the right.

Click the double arrows on the top left to remove the field selections and view your lead list

• Quickly make your calls, update statuses, add must call dates or add general notes from the lead list.
• Click SAVE on the left if you make changes.
• Click VIEW on the left to go the lead’s detail screen for full features

At the bottom of the screen is the navigation for your lead list. 

From this navigation you can move through pages, go to the very last page or the first page, change the number of leads per page (default is 20) or view all leads. 

The lead list view can also be used after you have done a search (more info on our search screen).  From a search click select all, then view selected.  You will be taken to the lead detail screen, then click lead list and you will see only those you searched for in the list view.  By using the list view you can quickly work through your call backs, must calls or new leads.

I hope this will help you contact all of your AEP leads and help you stay organized!  Do you need more AEP leads?  Contact TargetLeads today!

If you have any questions, please leave me a comment!

~Mandy

Tuesday Tips for TL LeadManager: Search Screen (Dates)

Today we are going to conclude our Tuesday Tips on the Search Screen.  There are still areas of the search screen we have not covered, but we have included many tips and hopefully given you ideas on using this great feature.  Our last tip is to show you how to find your leads that were assigned (or re-assigned) within a specific time frame.  Often you may log in and click on your New Leads, then receive a phone call (or simply get distracted) and have to log out of the system.  After you log back in your new leads have been added to your database and may not be as easy to find.  You may have already guessed it, but yes, you can use the Search Screen to quickly locate and group these leads.

Tip: Find leads by their assigned (re-assigned) date and sort them by acquired date.

Searching by Dates

First click at the top left.  The search screen will open.

• To the left, under Lead Info, you will see Assn Date: (Assign Date)
• Re-Assn Date (Re-Assign Date) is for leads that have previously been assigned such as B Leads, Recycled Leads or Transferred Leads
• Enter the first date you want to begin your search
• To search for your New Leads assigned that day, enter today’s date
• In the “to” field enter the end date or leave it blank to search for everything past the initial date including today
• You can also sort your Search Results using the Order By:
• Here we sorted by Acquired Date, but there are many options in the drop-down and can be used for all searches, not just date searches
• Click the Search button on the right
• Your results are listed below and you can quickly view, print, export, write letters or email them.

This search allows you to view your new leads, search for leads that have been assigned within the past 3 months and try to contact them before your 90 window expires or find leads that were assigned this year to calculate your end of the year numbers.  Whatever your reason this search will save you time!

As we wrap up our series on the Search Screen we hope you’ve found these tips helpful.  Remember you can combine searches to quickly and efficiently find and contact leads.  With the holidays just around the corner you can see just how simple it is to find your leads and send them holiday cards or letters. 

If you have any questions, please let us know.

~Mandy

Tuesday Tips for TL LeadManager: Search Screen (Wildcard)

As you’ve seen in our last couple of Tuesday Tips posts the search screen is the most efficient way to find groups of leads and quickly contact them.  Today I will show you how to find a specific lead when you can’t quite remember their name, how they spell it or if you have just partial information.

Tip: Within the search screen use the wildcard (%) to find leads when you are unsure of exact information.

Using the Wildcard (%)

First click at the top Left. The search screen will then open.

• Enter the partial information you know, then place a % for the rest of the data.
• In this example I knew the last name started with a B and they were in the 939 SCF Zip Code.
• After entering the partial information, click Search.
• This will pull up all leads that match the criteria you have selected.
• Here you can see the search results gave me all leads that start with the letter B (and 939 as the zip code)
• After searching you can click on the lead you were searching for, then click View Selected to view the lead detail.

The wildcard can be used in one or multiple fields. If you are looking for a lead’s information, but are unsure of the spelling or their name, complete telephone number, zip code or any other field; Use the % to find leads with partial information.

If you have any questions, please let us know! Subscribe today or visit us next Tuesday to receive more information on using the Search Screen.

~Mandy