TrackVia Newsletter

In this Issue:

▪ Report Filter Enhancements

▪ "What's New" Messages

▪ May - Month of the Web Form

▪ Upcoming Affiliate Program

▪ Webinar Sessions

May 2008

Newsletter Archive

Did you Know?

Dear Customer-

Across all of the product improvements that we announce in our newsletters, we hope you'll notice two common themes: first, we maintain a focus on giving you core "data management" features that help you run your business faster and better; second, we focus on making our product easier to use. For example, last month we announced the addition of relational fields that allow you to link your TrackVia databases. This month, we're announcing major improvements to our report filters so that you can easily build reports that help you "find the needle in the haystack" - i.e. that contact or insight that lies deep in the thousands of records and fields in your database, and that you need to be able to easily get to. We hope you'll join one of our upcoming webinars that demonstrate our new filters, or that you'll call or email us for some one-on-one training.

Another one of our great features is our web form tool, which allows you to gather information straight into your database from a form on your website. So, to help raise awareness of our web forms, we are proclaiming May the month of the Web Form. During May, our support team will build your web form for you, and will help you ensure that it's properly implemented on your website. In most cases, we can build an exact replacement of your existing form, so that it looks exactly the same, but it sends information straight into your TrackVia account!

As always, we're ready and willing to roll up our sleeves and help you get your TrackVia account set up the way you need it!

Sincerely,

Matt Strenz
Newsletter Editor
TrackVia Support Engineer

Report Filter Enhancements

Report filter is one of those terms that sounds a bit technical, and perhaps a bit intimidating. We'd use a better phrase if we could think of one, but so far we haven't. But what we have done is to make our filters so easy and powerful that they're now perhaps the most powerful key to unlocking TrackVia's full power. So then, what is a filter? A report filter is simply a way to set criteria to help you find specific records, or types of records in your database. Our filters can help you find all of the sales leads created through your web form last month, or all of the red cars in your dealership's inventory. The possibilities are endless!

Here are some of the highlights of our new filter improvements:

Improved display filters showing only those in effect

Both "AND" and "OR" logic is now available

Combine filters in subgroups (i.e. "color is red OR blue")

Full, intuitive date filters (i.e. "This month" or "every Mon.")

Find all records that have no email address, or all records that do have an email address

Build filtered reports, and leverage them with our other features, and you'll start to understand the true power of these filters. For example, you'll be able to send highly targeted email campaigns to specific segments of your database, rather than sending the same message to everyone. Click here to learn more.

"What's New" Messages on Home Page
You may have noticed that we've added a "What's New" section to the home page for your TrackVia account. This is where we'll place informative messages either to tell you about product updates and new features, or to let you know about account-specific administrative issues. If you go to your home page now, and you don't see the What's New section, this is because it only appears when there's a current message in your account. Once you've read and dismissed all of your messages, the What's New section disappears until we post a new message.

We'll do our best to keep the What's New messages limited to important and informative information. That'll ensure that you'll continue to read these messages, rather than simply dismissing them as uninteresting. So, we would ask that you be sure to read all of the messages posted in the What's New section.

May-Month of the Web Form
Let us build a web form for you! During the month of May, all you need to do is send us a description of a web form that you'd like to have, or just send us a link to an existing web form on your website. We'll use TrackVia's web form builder to create a copy of your form, with the added benefit that submissions will go straight into your TrackVia account. Think of the time you'll save by having this information in a database, where you can start tracking, assigning, and following-up on leads immediately!

Email for more information on this May offer. We are committed to helping you realize the full benefit of TrackVia's online database solution.

Upcoming Affiliate Program
If you're a TrackVia fan, and have thought it would be great if you could make some money by telling others about TrackVia, soon it'll be easy to do. We will be launching an affiliate program soon through the LinkShare network. This is our way of thanking those who spread the word about TrackVia. We'll be paying generous commissions to our affiliate partners who refer us trial users and paying customers. LinkShare ensures that your referrals are tracked accurately and that you'll receive timely payment for your referrals.

Send an email to if you'd like us to notify you when the program launches.

Webinar Sessions

We continue to offer our Webinar sessions. Drop in online and learn some great tips in minutes! We will be reviewing report filters in the May 21st and 23rd Webinars!

10 minutes of live demonstrations presented by experts

Simply watch and listen, Feel free to ask questions

A wide range of topics

Each demo is followed by a live Q & A

Let us know if there is a topic of interest to you that is not included in our sessions

Topic Wed. Fri.

-Using calculated fields 05/14/08 05/16/08

-Report Filter Overview 05/21/08 05/23/08

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