[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-240175-105":53,"doc-detail-240175-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","alb-marketing-agenda-version-250-guide","ALB Marketing (Agenda) - Version 2.5.0 - Guide","","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.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/alb-marketing-agenda-version-250-guide/240175/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/alb-marketing-agenda-version-250-guide/240175.png","ImageObject",442,249,{"name":88,"@type":89},"Stanley","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do you add the Marketing module to a matter in ALB?","Question",{"text":108,"@type":109},"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. 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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.  \nAll 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.  \nAdvanced 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.  \n© Advanced Legal Solutions Limited, Feb 2016. All rights reserved.  \nContents  \nIntroduction ............................................................ 5  \nAdd the Marketing module to a matter ...................................6  \nOpen an existing campaign ..................................................6  \nSetting up the module .............................................8  \nAdd a marketing department ................................................9  \nAdd a marketing work type ..................................................9  \nAdd campaign types ............................................................9  \nAdd contact groups ........................................................... 10  \nAdd response types ........................................................... 12  \nAdd supplementary details ................................................. 12  \nCreate marketing templates ............................................... 13  \nOpt-out of marketing campaigns ......................................... 14  \nMarketing campaigns ............................................ 16  \nRun a campaign ................................................................ 17  \nRecord time against a campaign ......................................... 17  \nView campaign financial information .................................... 18  \nCreate a single campaign document .................................... 18  \nCreate a bulk campaign email ............................................. 18  \nCreate a bulk campaign document ...................................... 20  \nCreate a single campaign email........................................... 21  \nCreate an ad hoc letter ...................................................... 22  \nExport contacts to Excel ..................................................... 22  \nAdd campaign responses.................................................... 23  \nView campaign responses .................................................. 23  \nReport on campaigns ......................................................... 24  \nDelete a campaign ............................................................ 24  \nCampaign details .............................................................. 25  \nCampaign Details screen............................................... 26  \nContacts/Responses screen ........................................... 27  \nNew Entities/Matters screen .......................................... 28  \nLinking new clients/matters/contacts to the campaign ...... 28  \nDocuments/Agendas screen .......................................... 28  \nNotes screen ............................................................... 29  \nDiary screen ................................................................ 29  \nIndex .................................................................... 31  \nIntroduction  \nThe ALB marketing module is designed to allow ","cbCaiuzp6Tewlb2Z","https://ap.wps.com/l/cbCaiuzp6Tewlb2Z","pdf",606996,33,"English","# Introduction\n## Add the Marketing module to a matter\n## Open an existing campaign\n## Setting up the module\n## Marketing campaigns","[{\"question\":\"How do you add the Marketing module to a matter in ALB?\",\"answer\":\"Open PMS and the Firm Client, create a new matter via Actions \\u003e Add Matter for Client, then add the Marketing module via Actions \\u003e Add Module, select Marketing, and confirm. After entering campaign description and start date, set the campaign type (new or clone) and click Finish.\"},{\"question\":\"How do you search for and open an existing campaign?\",\"answer\":\"Use Tools \\u003e 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.\"},{\"question\":\"What does the ALB marketing module enable for campaign execution and tracking?\",\"answer\":\"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.\"}]","ALB Marketing (Agenda) - Version 2.5.0 - Guide | PDF",1789158120]