7 results found
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Archiving past and present general newsletters for viewing on the web
We would like to have the capability to archive our generic newsletters for patrons to access at their convenience. Our general monthly newsletters is intended for all patrons to peruse, without specific targeting to particular segments. It would be greatly appreciated if we could either export it as a PDF or have a viewable URL on Promote Web. At the very least, having an export feature to host on our own website would be valuable.
6 votes -
End-of-year Report individualized for patrons
This would enable a library to personalize an end-of-year report mailer based on a template within Promote, allowing them to reach out to patrons regarding their library usage throughout the year. This report is significantly more robust compared to generic Promote mailers, which may necessitate Clarivate assistance in creating a similar template. Some examples of variables that can be included in this report are: activity date range, amount of activity, total cost savings (min/max), material promotions, upcoming events, and more.
Currently, generating a report of this kind requires custom SQL queries, embedding CSV data into template emails, and utilizing an…
4 votes -
Allow Font Choice on Forms Fields
I believe this is a simple oversight since you can change font on nearly every other option in Promote minus "forms" fields.
2 votes -
Patron's opt-out overrules all imports or segments
In our current mass mailing system, we have the capability to ensure that a patron who has opted out of our mass mailers remains in that category. We would like to guarantee that this functionality persists when using Promote, whether we utilize our own SQL queries to identify patrons or rely on built-in segments. Regardless of the method, it should consistently prioritize excluding these specific patrons from the mailing list.
2 votes -
Leveraging Promote for Physical Mailers
Occasionally, we find the need to send physical mailers to our service population. This process typically involves exporting data from Polaris and utilizing templates and CSV files to incorporate mailing information onto postcards or manually affixing labels to the mailers. We would greatly appreciate the capability to leverage Promote's design tool and seamlessly integrate Promote Segments into an exportable, printable mailer format. For instance, being able to design a 4x6 postcard with Promote's design tool, both front and back, and then export it as a PDF (or any printable format) with the mailing address seamlessly incorporated into the printed campaign…
1 vote -
Integrating address data with Google's Looker Studio
We currently utilize Google's Looker Studio and export data from Polaris to visualize library cards within our service area. Our staff relies on this data for various tasks, including the realignment of bookmobile stops and minibranch locations, identification of non-library cardholders for mass mailers, and the integration of census data with patron information for targeted outreach. Integrating this functionality into Promote and enabling dynamic map data adjustment based on our filters would be a significant enhancement. If you're interested in seeing how we currently perform these tasks using Looker Studio and Polaris, please don't hesitate to reach out to us…
1 vote -
3 votes
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