Ordering birthday card campaigns follow the same steps as those described for ordering postcards. Please refer to the section above for a description of all the features.
The following describes the process for ordering birthday card campaigns. You can order birthday cards for Borrowers and Contacts. You can also send cards to the main person as well as to their spouses. To send birthday cards, you must enter the birthday in appropriate fields in the Borrowers and Contacts database.
1. Select Services / In Touch Today / Order Postcards and Birthday Card Campaigns.
2. Select Birthday Card Campaign from the Product Type list.
3. Select the birthday card theme from the Product Category list. The Product Comment field describes each theme. Click View Product to visit In Touch Today’s web page that shows the actual birthday cards.
4. Select the Target Audience who will receive the cards, such as Contacts, Borrowers or Both.
5. The Delivery Option indicates the person who will receive the cards, such as Main Person, Spouse or Both.
6. Click Next to select the people to add. The Target Audience and Delivery Option determine the list of people shown in the Select People to Receive Cards screen. Only people who have birthdays entered in Mortgage Quest, and whose Mail Status field is set to Mail Letters, will be displayed.
7. Click Add to add people to the campaign.
8. Click Next when finished.
9. Click Add Product to Order. You can add additional products or submit the order as described in the previous section.