dexpro quick start guide

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© Single Click Solutions Ltd – 2005- 2011 www.singleclicksolutions.net Quick Start Guide

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Recommended Prior Viewing: Database Marketing: An Introduction © Single Click Solutions Ltd – 2005- 2011

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What is DexPro ? DexPro is a windows application that facilitates instant mailing list production for Database Marketing by non-technical users © Single Click Solutions Ltd – 2005- 2011

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The Main Features of DexPro are: Facility to select records by segment category, by segment value, by drilldown, by cold list import and de-duplication and combinations of these; Facility to drag and drop or post to inclusion or exclusion of selected segments and suppressions; Facility to prioritise segments and provide instant counts in priority order; Facility to attach personal and transactional details for inclusion in a mailing ; © Single Click Solutions Ltd – 2005- 2011

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Facility to retrieve previous mailings and their structure and re-produce them with fresh data. Facility to maintain a history of communications with the principals Facility to compare cold lists against existing or previously imported records © Single Click Solutions Ltd – 2005- 2011

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Types of User DexPro is designed for use by: System Administrators e.g. DB Admins and Data Analysts (See Configuration Guide) Expert users e.g. and Data Analysts and Campaign Managers (See User Guide) Ordinary users who rely on selections saved by the other users to re-produced them e.g. Campaign Managers and others involves in Database Marketing (Addressed by this Guide) © Single Click Solutions Ltd – 2005- 2011

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© Single Click Solutions Ltd – 2005- 2011 Use for Evaluation or Training If using DexPro for Evaluation or Training ensure that your System Administrator has loaded the ‘Sample Data’ available and that DexPro is linked to the DexPro_Trial database which is already configured and contains samples of previous selections (See Configuration Guide)

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This Guide assumes that you are either linked to DexPro_Trial or that DexPro has been configured and that mailing lists have been created and saved for later retrieval

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This Quick Start Guide does not cover all the powerful features of DexPro . It is intended for the periodic user or users who want to get a flavour of its capabilities

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The quickest way to do this is to begin with a previous mailing and work backwards to see how it was structured. In contrast to this brief guide, the User Guide covers building a mailing list from scratch and covers the functionality in detail.

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Although DexPro accesses external data sources all data manipulation is done within the DexPro database. There is no danger, therefore, of overwriting or in any other way changing live data in external sources

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© Single Click Solutions Ltd – 2005- 2011 How to RETRIEVE A SAVED EXTRACTION

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Step 1 – Open DexPro and select ‘Retrieve Saved Extraction’ © Single Click Solutions Ltd – 2005- 2011 Click ‘Next’

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Step 2 – Select a saved extraction from the drop-down © Single Click Solutions Ltd – 2005- 2011

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Step 3 – Click ‘Next’ to view in MS Access © Single Click Solutions Ltd – 2005- 2011 Note: You will be asked whether you wish to save this as a new communication before MS Access opens

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Step 4 – Use ‘Report’, ‘Export ’, ‘Mail Merge’ and other MS Access facilities as required © Single Click Solutions Ltd – 2005- 2011 DONE

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© Single Click Solutions Ltd – 2005- 2011 How to RETRIEVE & REFRESH A PREVIOUS EXTRACTION

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Follow steps 1 & 2 as previously. Then click the ‘Refresh’ button. This will re-populate the extraction with fresh data. Continue on from step 3 as previously © Single Click Solutions Ltd – 2005- 2011 DONE

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© Single Click Solutions Ltd – 2005- 2011 How to RETRIEVE, REFRESH & MODIFY A PREVIOUS EXTRACTION

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Follow Steps 1 & 2 in the ‘Retrieve Saved Extraction’ procedure above and click the ‘Back’ button © Single Click Solutions Ltd – 2005- 2011

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Click the ‘Back’ button again to view the selection criteria used © Single Click Solutions Ltd – 2005- 2011

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The Selection Screen consists of 5 sections © Single Click Solutions Ltd – 2005- 2011 Selection Type Record Selection Pool Include in Selection Exclude from Selection Command Buttons Section (Hover over for Tool-Tips) See User Guide for a more detailed explanation

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To add a selection first choose a ‘Selection Type’ and then drag & drop or post your selection from the ‘Record Selection Pool’ to ‘Include’ or ‘Exclude’ To change priority use the Up and Down arrows in the ‘Include’ pane To Delete select a row in ‘Include’ or ‘Exclude’ and press del on your keyboard © Single Click Solutions Ltd – 2005- 2011 See User Guide for more detailed explanations about record selection

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Before any modification is made, DexPro will refresh the data. Click the ‘Calculator’ icon to re-count. The ‘Next’ button will be enabled after the new counts are displayed. © Single Click Solutions Ltd – 2005- 2011 Click ‘Next’ to view Attach Details See User Guide for a more detailed explanation

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The Attach Details consists of various sections and has a number of features © Single Click Solutions Ltd – 2005- 2011 Detail Selection Pool See User Guide for a more detailed explanation Details to be Attached Grid Sample Display Summary Info Save Extraction Section

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The Add and Delete functionality is the same as in the previous screen. You can also aggregate and filter the details to be attached in the selected details grid . © Single Click Solutions Ltd – 2005- 2011 See User Guide for a more detailed Click the ‘View’ button to display a sample of the results and a summary

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Once you have completed your selections you can save before exporting to MS Access © Single Click Solutions Ltd – 2005- 2011 See User Guide for more detailed explanation Save under a different name or over-write and click ‘Next’ to open MS Access DONE