Overview

The Process Client Marketing module generates a detailed report designed to assist with marketing initiatives, enabling you to send targeted SMS messages and emails to specific clients. This report is similar in structure and content to the client detail report.

Note: This report was developed based on specific requirements from Sanfen (Pottie) in South Africa. Any future change requests must align with these original specifications.

MaxMoney Setup

To utilize the Process Client Marketing module, ensure the following setups are configured in MaxMoney:

Resources

Navigate to Setups > Security > Roles. Users who need access to this functionality must have the following permissions assigned:

• Processing: Client Marketing

• Client General

Client General (Marketing Consent)

Go to Setups > Client > General.

• Select the checkbox: Only select this checkbox if marketing consent is NOT required in the country where your entity is located. If selected, the system will not filter clients based on individual marketing consent.

Client (Individual Marketing Consent)

For each client, navigate to Client Administration > Search for a Client > Edit Client > Other Details.

• Select the checkbox: Only select this checkbox if the client has explicitly given permission for marketing material to be sent to them.

• Privacy - Marketing Consent: If this checkbox is not selected for a client, they will be excluded from the generated data set, unless your entity is configured to ignore marketing consent (as per the "Client General" setting above).

How to Access the Report

Follow these steps to access and utilize the Process Client Marketing report:

1. Navigate to the Module: Go to MaxMoney > Processing > Client > Process Client Marketing.

2. Collect Data: The process will collect data based on the filters you select.

3. View Process Logs: Monitor the process execution by going to MaxMoney > Processing > Logs > Client Marketing.

Using the Data Set

Once the data is collected, you can perform the following actions:

Export to Report

• The collected data can be exported to a report for further analysis or use outside of MaxMoney.

Send SMS Messages

You can use the data to send SMS messages directly to clients, provided the MaxSMS module is properly set up.

• Prerequisites:

  • The MaxSMS Module must be enabled.

  • Sufficient SMS credits must be assigned to your entity by Mycomax.

• Steps:

  1. Set up your SMS messages under "MaxSMS Custom Messages."

  2. From the dropdown, select the desired custom message.

  3. Choose the recipients from the data set.

  4. Click on "Send Message."

Send Emails

You can also use the data to send emails to clients, provided the MAXMAIL module is properly set up.

• Prerequisites:

  • The MaxMail Module must be enabled.

  • Sufficient Email credits must be assigned to your entity by Mycomax.

• Steps:

  1. Set up your email messages under "MaxMail Custom Messages."

  2. From the dropdown, select the desired custom message.

  3. Choose the recipients from the data set.

  4. Click on "Send Message."

Report Filters

The data set will only include clients that meet all the selected filter criteria.

• Branch: Filter clients by a specific branch.

• Region: Filter clients by a specific region.

• User: Filter clients created by a specific user.

• Salesperson: Filter clients assigned to a specific salesperson.

• Client number range: Specify a range to include clients within those client numbers.

• Client status: Include clients with a particular status.

• Payment frequency: Include clients with a specific payment frequency.

• Client area: Include clients from a specific geographical area.

• Bank: Include clients who use a specific bank.

• Bank account type: Choose between clients with a payout account or a payback account.

• Client creation date range: Include clients created within a specified date range.

• Receipt type: Include clients with a specific payback type.

• Overdues: Choose to include or exclude clients with overdue payments.

• Totally paid client date range: Include clients whose final receipt date falls within this range (i.e., they were fully paid up in this period).

• Months outstanding clients:

  • Choose from 1, 2, 3, or All months.

  • If not selected, only "Totally paid up Clients" will be included.

  • If selected, both "Totally paid up Clients" (if its range is also set) and "Months outstanding" clients will be included.

  • If only "Months Outstanding Clients" is selected (and "Totally Paid up Clients" is not), then only "Months Outstanding Clients" will be in the data set.

• Calculate settlement amount: Select this to include the client's settlement amount in the report.

• Only change available and non-loan debt: Select this to only show clients with outstanding change or non-loan debt.

• Employer: Filter clients by a specific employer.

• Paypoint: Filter clients by a specific paypoint.

• Employer classification: Filter clients whose employers have a specific classification.

• Employer economic sector: Filter clients whose employers belong to a specific economic sector.

Report Columns

The generated data set will contain the following columns:

• Home branch

• Client number

• Title

• Client initials

• Client full names

• Client name

• Client surname

• ID number

• ID type

• Gender

• Home telephone number

• Work telephone number

• Cell phone number

• Tax number

• Original client number

• Client status

• Salesperson

• Marketing info

• Area

• Insolvent

• Garnishee

• Salary

• Bonus month

• Payment move direction

• Payment frequency

• Day of month/week

• Credit limit - Client Detail: Available for Instalment

• % Available

• Payback type

• Email

• Bank name

• Bank account type

• Bank account number

• Bank branch code

• Employer name

• Classification

• Employee number

• Paypoint number

• Occupation

• Other employer reference

• Contract Expiry date

• Work telephone number

• Commencement of service

• Appointment type

• Last receipt

• Days since last receipt

• Last agreement date

• Last agreement product

• Days since last loan

• Outstanding

• Next date due

• Next amount due

• Change available

• Non-loan debt

• Physical address

• Postal address

• Historically disadvantaged person

• Available for instalment according to latest budget

• 30 Days: What the client owes for the next 30 days.

• 60 Days: What the client owes for the next 31 - 60 days.

• 90 Days: What the client owes for the next 61 - 90 days.

• 120 Days: What the client owes for the next 91 - 120 days.

• 120+ Days: What the client owes for 121 days and beyond.

• %OfAllCapitalPD: Percentage of capital paid (calculated as receipts / loan totals).

• Last note

• Last display note