ALB Marketing (Agenda) - Version 2.5.0 - Guide

Sep 11, 2026

Uploaded by Stanley

ALB marketing module guide for creating and running targeted marketing campaigns in a firm’s case management system. It explains how to attach the Marketing module to a matter, set up campaign details, and search and open existing campaigns. The guide also covers building campaign templates, managing marketing work types and departments, defining contact and response types, configuring supplementary details, generating campaign documents and emails, tracking time and financial information, recording responses, reporting on performance, and deleting campaigns.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages33

Reading Time12 min

AccessFree to download

Introduction

Add the Marketing module to a matter

Open an existing campaign

Setting up the module

Marketing campaigns

ALB Marketing (Agenda) Version 2.5.0 A guide to creating and running campaigns to market your firm. REV1 100216JS Disclaimer Advanced Legal is satisfied that the information contained in this document is correct at the time of production. Advanced Legal does not accept responsibility for any loss of profit, loss of data or any indirect, special or consequential damages resulting from its use. As the software changes continuously, it is important that you always check the current position with Advanced Legal. All information, text, images and layout are the exclusive property of Advanced Legal and you are only permitted to print, copy, download or temporarily store extracts from this document with prior permission. Any attempt to damage this document or act in contravention of these Terms and Conditions may lead to legal redress. Advanced Legal is a trading name of Advanced Legal Solutions Limited which is part of Advanced Computer Software Group Limited. Registered in England under number 01738381 at Ditton Park, Riding Court Road, Datchet, Berkshire, SL3 9LL. © Advanced Legal Solutions Limited, Feb 2016. All rights reserved. Contents Introduction ............................................................ 5 Add the Marketing module to a matter ...................................6 Open an existing campaign ..................................................6 Setting up the module .............................................8 Add a marketing department ................................................9 Add a marketing work type ..................................................9 Add campaign types ............................................................9 Add contact groups ........................................................... 10 Add response types ........................................................... 12 Add supplementary details ................................................. 12 Create marketing templates ............................................... 13 Opt-out of marketing campaigns ......................................... 14 Marketing campaigns ............................................ 16 Run a campaign ................................................................ 17 Record time against a campaign ......................................... 17 View campaign financial information .................................... 18 Create a single campaign document .................................... 18 Create a bulk campaign email ............................................. 18 Create a bulk campaign document ...................................... 20 Create a single campaign email........................................... 21 Create an ad hoc letter ...................................................... 22 Export contacts to Excel ..................................................... 22 Add campaign responses.................................................... 23 View campaign responses .................................................. 23 Report on campaigns ......................................................... 24 Delete a campaign ............................................................ 24 Campaign details .............................................................. 25 Campaign Details screen............................................... 26 Contacts/Responses screen ........................................... 27 New Entities/Matters screen .......................................... 28 Linking new clients/matters/contacts to the campaign ...... 28 Documents/Agendas screen .......................................... 28 Notes screen ............................................................... 29 Diary screen ................................................................ 29 Index .................................................................... 31 Introduction The ALB marketing module is designed to allow

FAQs

How do you add the Marketing module to a matter in ALB?

Open PMS and the Firm Client, create a new matter via Actions > Add Matter for Client, then add the Marketing module via Actions > Add Module, select Marketing, and confirm. After entering campaign description and start date, set the campaign type (new or clone) and click Finish.

How do you search for and open an existing campaign?

Use Tools > Search for Campaign, specify the campaign name and/or a date range, run Search, and then double-click the desired campaign from the Search Results pane.

What does the ALB marketing module enable for campaign execution and tracking?

It supports highly targeted campaigns from simple mail merges to advanced multimedia campaigns, measures effectiveness, and presents results in reports and dashboards while keeping all client and billing-related data in a shared database.

Sep 11, 2026

Uploaded by Stanley