Intuit Marketing Center

There are 4 main access points within QuickBooks (Pro/Premier) to get to the Marketing Center.

• On the QuickBooks Home page under the Company section:
  
  
• From several menu items: Company, Customers, and Online Services.
• From the pop-up message in the QuickBooks receive a payment flow (after every fifth close).
  
  
• From the Learn About Services (LAS) box - Try email marketing.

There are also 2 access points within QuickBooks Simple Start to get to the Marketing Center in the Grow Your Business area.
 

Many other companies offer email marketing tools and services. However, only Intuit Email Marketing actually uses your existing QuickBooks customer data to create real-world email recommendations based on your customers' behavior.

You don't need to spend your valuable time running searches and reports to figure out who your best customers are or who hasn't purchased anything from you in the last 6 months. Let QuickBooks and the Marketing Center do that work for you. Just keep your QuickBooks data current and the Marketing Center will analyze your customers' purchases.

All you need to do is check out the recommendations, review the customer list, and edit and then send the email. Intuit makes email creation easy with professional, customizable templates.

It's this connection between your QuickBooks customer data and the Intuit Email Marketing that makes it such a valuable tool for keeping in touch with and getting more sales from your customers.
 

In this Beta release of Intuit Marketing Center, there are a few identified issues that Intuit is actively working to fix. Check this list periodically to track the progress on these issues.

Supported operating systems and browsers
Currently, Intuit Marketing Center is supported on Windows XP with the Internet Explorer browser. Intuit is actively working on adding support for other operating systems and web browsers.

Cannot save draft emails
Currently, you cannot save an email in progress and come back later to complete it. You must complete your email campaign to save your work.

Intuit Marketing Center appears to have timed out
Occasionally, if you refresh the browser after 10 minutes into a Marketing Center task, the application will stop processing and time out. If this happens, simply restart the program. To avoid this issue, do not refresh the browser in the middle of a Marketing Center task.

Internet Explorer hangs
Occasionally, Internet Explorer will stop responding when you open the Marketing Center. If this happens, simply restart the program.

Browser navigation buttons can produce unexpected behavior
Using the Internet Explorer's Back, Forward, and Home navigation buttons can cause the Marketing Center to perform unexpectedly.

Intuit recommends always using the Marketing Center's navigation buttons to move between windows.
 

Intuit Marketing Center support is available Monday to Friday, 9am-5pm PST and can be reached in any of the following ways:

• By email at support@marketingcenter.intuit.com.
• By chat from in-product Help.
• By phone at 866.418.6811.

Intuit Marketing Center displays only those customers who have email addresses associated with your QuickBooks company file. Without an email address, we can't create recommendations for you. Enter email addresses for all your customers and then return to the Marketing Center to review your customer list.
 

ntuit uses a simple formula to calculate your income for an email campaign based on the date you sent your campaign and the amount of transactions (invoices or sales receipts) from all the customers in that campaign. If, within 30 days of the original campaign date, you enter a QuickBooks transaction for a customer in the campaign, that income is included in the total amount for that campaign.

Note: If you send multiple email campaigns to the same customer within 30 days from the original campaign date, income for that customer is only allocated to the first campaign you sent them.
 

When creating an email, you should choose and customize your email template before you write the text for your email. If you change the layout after you've entered content, you will lose your work and will need to re-write your content. To choose and customize your template, pick a template from the Recommended Emails section of the Home page and then click Change Layout.
 

Intuit reviews every email you send to make sure it doesn't violate our policies or those specified in the US CAN-SPAM Act.
 

Emails are usually approved within 2 hours, although the time is not guaranteed.
 

You can pay for email credits as you go, or buy bulk email credits in advance so you'll be covered when you want to send more emails. Each credit lets you send one email. The cost per credit depends on the number of credits you purchase. Note that unused email credits expire 12 months after the purchase date.
 

Intuit scans emails for improper content, but does not change email content. Emails that break the law or violate our policies will not be sent. This is done to protect you because emails that are consistently problem-free can generate high response rates and bring more value to your business, but emails with improper content can cost you customers or even expose you to legal issues.
 

Emails can't contain false or misleading headers so make sure that your From label clearly states your company name. You can't use deceptive subject lines that do not clearly relate to the subject of the email. Each email must include a clear and conspicuous opt-out mechanism. You must also provide a valid physical postal address (either a physical address or a P.O. box).
 

1. Pick your template from the template library.
2. If you want to change the layout, click Change Layout before you start updating content. If you change the layout later, you'll lose your updated content.
3. Personalize the email by replacing the content in parentheses with your own information. You may want to use merge fields that allow you to pull the names and details out of your QuickBooks file.
4. Insert your logo by following the directions on the Edit Emails page. When uploading the logo, be sure to click on the image, not the link next to the image.
5. Review all your company information to make sure the addresses and reply to addresses are correct in the email.
6. Send your first email.
    

1. Select the image or logo you want to edit.
2. Click Insert/Edit Image in the toolbar to open the Edit Image Properties page.
3. Click the Select Image tab in the upper left corner of the Properties page.
4. Hover over the thumbnail for the image until you see a pencil icon, and then click the pencil to open the image editor.
5. Change the image size by entering a new width, and then click Resize.
6. Click Save Changes to save your image in the new size.
7. Select your image thumbnail again to add it to your email.
8. Enter any Alternative text and Alignment properties, then click Insert.

You can personalize emails by using merge fields. Merge fields let you take customer information you already have in your QuickBooks company file and use it to make your customer feel as if you are talking directly to him. For instance, when you see Dear {First_Name|Valued Customer}, the first name of your customer will be inserted, providing you have a value for that field in your QuickBooks company file. If you don’t have a value, the Valued Customer phrase will be the default. These merge fields are inserted for you in your introduction, but you can further personalize your emails by inserting your own merge fields in the Subject line.

A sample of a good Subject line is: "Special thank you for {First_Name|Valued Customer} in time for the holidays!"