Whenever you start LeadMiner the application's main window appears. If you selected the Work Offline option on the application startup/login box, some of the buttons will be disabled. This is because the functions associated with those buttons require an active link to the GoCampains service provider. The buttons that will appear are also dependent on your industry - the industry you selected when you registered. While a significant number of functions are industry specific, most options and features are applicable to all industries. All of the industry independent functions are covered here.


There are currently three file options available.
Import Formatted File
Allows users to import their own tab delimited data from a text file into a non specific campaign. This allows subsequent template creation and generation of letters, postcards and emails. In this scenario, LeadMiner does not allow any sort of numerical calculations, but each field heading in the tab delimited text file becomes a field name in the campaign.
Export to Tab Delimited File
Allows users to export a campaign to a tab delimited file for subsequent use by third party spreadsheet software, like Excel.
Restore Campaign from Archive
Use this option to restore a campaign previously created by LeadMiner (this does not apply to imported files).

Check for Updates on Startup
Software is continuously being updated. The box, highlighted below, is checked by default and tells LeadMiner to check for new updates whenever it starts up. This Enable Software update checking box should never be unchecked to ensure your software is always the latest version available.

Force Template Update on Startup
Normally, when checking for template updates, LeadMiner checks the last time templates were updated on the server and compares it to the last time your templates were updated. Only if the server date/time is newer does it go on to check each template for changes. Checking this option bypasses the initial date check and always examines each template to see if it could be updated.
By the same token, you can force LeadMiner to check for Sample Campaign, Image icon, Postcard Template, and Font File Updates, if you wish. The more options that are checked, the longer your startup will take.
Set Property Tax Rates
This option is only used in the Real Estate and mortgage industries. Click on it to input/update the property tax rate for the State and County your campaigns reference.

Set Points for APR
This option is only used in the Real Estate and mortgage industries. Click on it to input/update the APR rate (or Points) for the First Mortgage loan calculations your campaigns reference. The Mortgage APR is multiplied by this factor to calculate the actual APR on the First Mortgage. If this factor is zero, the APR will remain unchanged from the First Mortgage rate(s) referenced in your campaign.

Email Settings
This option is required if you are planning to send out an email campaign. Click on it to input the settings now, so that the information will be available during the email campaign creation. Before sending out an email campaign you must specify your "Outbound Mail Server" and your "From Address", either from this main client Options area, or from the CRM using the eMails button. The Main client email settings window is pictured below. If you find you do not know how to fill it in, you will need to contact your system administrator or other contact to obtain the correct settings.


About
Click on About and information about version of software and other attributes will appear.

User Guide and US Census are links to Go Campaigns and the US Census Bureau websites
Set Logging ON
This attribute initiates a logging function that is useful for troubleshooting, should Go Campaigns need further information to diagnose a problem with your campaign or application. The log that is created is called gocamp.log. On the Windows operating platform, itis created in the directory called: C:\Documents and Settings\YourUsername. You need not worry about setting this to ON, unless you have been asked to do so by a Go Campaigns representative.
To create a new campaign, click on the Get Campaign button shown in the window below.
Please note that when online and idle for 30 minutes, the connection may be terminated. If the Get Campaign button is clicked and nothing happens, you will need to reestablish connection.
You can check the status of the connection in the Go Campaigns Client Message area at the bottom of the window.

Beginner Note#1
Once you have decided that is time to create a real campaign, rather than experiment with sample campaigns, Click Create Real Campaign. Otherwise select Cancel. When you no longer wish to see this Beginner Note window it can be disabled by checking Do not show this again.

Next, select the type of campaign from the dropdown. Title your new campaign with a unique name, and click OK.

At this point in the process (with the Professional Edition) you will have a choice of data sources. You can either buy new leads through us, or import your own existing database. With either method the end result will be the same: a new campaign displayed in the CRM.
To buy new leads through us, just continue the process by clicking the OK button and proceed to the Attribute Selection section below.
To import your own data into the selected campaign, you'll need to export your database to a tab-delimited file and create a data mapping file, which is an easy process described in Importing a Campaign. When a campaign is created this way, the Attribute Selection and Paying for Your Campaign sections below do not apply.
Selection Attributes are specific to the campaign and to the type of data.
Dropdowns
offer choice when selecting attributes and should be used to select the desired value from a list.
Many of these fields can have multiple values assigned. This is done by holding down the Ctrl key while mouse clicking on each appropriate value in a box.
You can also select a group of values by clicking on the beginning and ending values while holding down the Shift key.
Once all the selection attributes have been assigned, click Create Campaign.
Note: As campaigns are industry specific, visit the appropriate industry in this guide for additional information.
Scroll bar allows you to follow the data acquisition process.

Once the campaign has been created, you must pay for it before it can be accessed. So, immediately after the campaign has been created, your browser will pop up and you will be prompted as shown below.
Note: If you don't pay at this point, you will not be able to see or use your leads, but you can log into the website anytime thereafter and pay for the campaign and it will become immediately available.Log in with your email and password

Click
to approve the payment.

Payment Verification confirms payment

Then you can log out and return to LeadMiner by closing, or minimizing your browser. Click on the button now labeled Continue to view your new campaign in the CRM
First, select a campaign of interest from the dropdown below.

CRM
Once a campaign has been selected click on the CRM. For additional information from the user guide please visit the CRM section.

Copy
Copy enables you to make an identical copy of the selected campaign. Copy is commonly used to duplicate a sample campaign which contains the fields you would like for another campaign. For example: If you are holding an Open House tomorrow and wish to collect information on prospects that come to view the open house, you may want to create a Copy of a sample campaign which closely matches the fields you wish to have in your Open House campaign. Remember, you may add or delete fields as you wish to customize your campaign

To Copy a campaign, select the campaign you wish to copy from the dropdown, then click on Copy button.

Enter a unique name for the new campaign (Note: the name cannot contain any spaces). Click on Ok. The "Copied" campaign will be listed and pre-selected in the dropdown list by default.
Delete
To delete a campaign, choose the campaign from the dropdown, click on the delete button and follow the prompts displayed in the image below

Form more about this, see Printing Your Campaign Media in the CRM User Guide.
This option allows you to use Go Campaign's print and mail fulfillment services.
To send your letters or postcards to our center for processing, select the
campaign of interest from the dropdown and click on
the Print Services
button.

Assign the letter template you wish to use for this campaign.

Assign the envelope template you wish to use for this campaign.
Select postage and if special instructions are needed please enter them in the section shown.

Review mail pieces (in this case, letter and envelope) prior to forwarding.

Click Continue in the Envelope and Letter Review window when you are done. A confirmation and cost of printing and mailing will appear. If all is acceptable, click OK and you will be directed to log into your account to approve payment for these services. Once payment is approved, your campaign will be forwarded to our print and mail fulfillment services to be processed.

This option allows you to remove telephone or address information from user records where the prospects have indicated that they do not wish to be contacted. To scrub a campaign of this data, just select the campaign of interest from the dropdown and click on the Scrub button highlighted below.

Note: If a recipient requests to be removed from the mailing list, you must submit the information into the Go Campaigns database to be in compliance with regulations. To do that, log into your account at gocampaigns.com and select the Do Not Mail Compliance option. Then enter the recipient's zip code and name as it appears in the mailing address and click on the Insert Entry button.
Once an entry has been registered in this way, any campaign scrubbing will set the recipient's address to removed by request. The record, however will remain.