Step 1 - Generate a search

In order to generate some labels we first need to build a search in Senro. The search provides us with a list of customers who fit a particular set of criteria. To create a search follow the below instructions:

• Under Field selection (figure 3), select some appropriate fields that you wish to appear on your labels e.g. Full Address. 
  
  Figure 3 - Field Selection (personal clients search category)
  • Note: use the left and right arrows to move your selection from the left hand list box to the right hand list box. 
• Select an appropriate 'Search category' from the list that appears (figure 2 below)
  
  Figure 2 - Search Categories
• Hover over 'Marketing' menu in the menu bar and click 'Searches' in the popout menu that appears (figure 1 below)
  
  Figure 1 - Senro menu bar
• You can add a filter into the filter criteria section if applicable.
  • Note: As an example, this could be used to find all clients where the Client adviser is a particular person. (figure 4)
    
    Figure 4 - Filter Criteria
• Leave the View options as the default and click 'Generate' (figure 5)
  
  Figure 5 - View options/Generate
• In the top right under 'Save search' type an appropriate name for your search and click the 'save' button
  
  Figure 6 - Save Search

You have now created a new search, that we will use in the later steps below to generate our labels with. 

Step 2 - Generating a Marketing template

From the menu bar click on Marketing, then hover over 'Marketing Templates' and click 'New Template' (figure 6)

 
Figure 6 - Navigation bar - Marketing Templates

In the Templates options panel

• Name: type an appropriate name for your template,
• Category: Select a matching category to the search you generated in step 1
• Template Status:set this to active
• Template Format: leave this set to 'Print'

 
Figure 7 - New Marketing Template

Now click 'Create template'.

On the page that appears (figure 8), click 'Save & Exit' 

Figure 8 - Edit Marketing Template

 You have now created a marketing template, we will use this along with our search to generate a marketing campaign in the next step.

Step 3 - Generating a new campaign

From the menu bar, click hover over 'Marketing' and click 'new campaign' (figure 9)

Figure 9 - Marketing menu - New Campaign

You should now see the Create Campaign Screen (figure 10). From here there are a number of options, we need to fill in the minimum as follows:

• Campaign Name: Fill in an appropriate name for this campaign e.g. Client Christmas Labels
• Campaign Search: Click this link and select the search you created in step 1
• Campaign Format: set this to letter
• Campaign category: Personal
• Campaign Type: Existing Customer campaign
• Single or Joint: Select as appropriate

Figure 10 - Create New Campaign

Next click generate campaign, followed by 'Create Campaign' in the bottom right of the screen that follows. You should then see a screen similar to the below (figure 11). 

Figure 11 - Campaign Details

Step 4 - Printing Labels

Now that you have created your campaign using your search and template, whilst still on the screen below, click 'Print Labels' under the Printing options section.

Figure 12 - Campaign Details

Follow your printer's instructions to print out your labels.