Tracking Marketing Newsletters

This feature allows you to track any newsletter through Mortgage Quest just like a regular marketing campaign. Although Mortgage Quest will not print newsletters, it reminds you to send each newsletter, prints labels for mailing, and keeps track of each newsletter sent by noting this in the individual’s record.

To track newsletters with Mortgage Quest:

1.  Create blank letters using Word for each newsletter you want to send. Give each letter a name that describes the newsletter being sent, such as Realtor Newsletter 1, Realtor Newsletter 2, etc. When you create the letter, don't type any text because you never actually print this letter. It is used mainly to help keep track of which newsletter to send. For instructions on creating new letters, see Managing Mortgage Quest Letters.

2.  Create a new campaign using the Campaign Manager and label it according to the purpose of the newsletter (e.g., Realtor Newsletters).

3.  Select people you want to send the newsletters to for the Target List.

4.  For the Letter List, move each empty letter you created (e.g., Realtor Newsletter 1) to the right side of the list and set the number of days between each newsletter.

5.  Follow the remaining steps to complete the campaign so that it is Ready.

6.  Close the Campaign Manger and click the Print Monitor  icon.

7.  Highlight the campaign and click the Labels Only button.

8.  Mortgage Quests will ask if you want to print labels for the campaign and whether or not you want to track the newsletter sent. Tracking newsletters allows you to view which newsletters a borrower or contact received. The Letters  icon displays tracked newsletters and other letters sent to each person. The tracked newsletters will also be used in the Market Production Report so you can track your results.