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From Lee
Introduction from Lee Rosen
Years of Experience
Four things I have learned since Tres was born
Tres Acquires Trams
Message From Lee
Announcement
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Why Tres Is Better
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Knowledge Base and Chat
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Documentation/Training
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ClientBase Marketing Services
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Home
From Lee
Introduction from Lee Rosen
Years of Experience
Four things I have learned since Tres was born
Tres Acquires Trams
Message From Lee
Announcement
FAQ’s
Why Tres Is Better
Trams and ClientBase
Products
Knowledge Base and Chat
Support
Documentation/Training
Trams Back Office
ClientBase Online
ClientBase Windows
Live Connect
ClientBase Marketing Services
IC/Host Utility
Trams Crystal Reports
Software Updates/Downloads
Known Release Issues
Changes to my Account
Announcements
Contact us
ClientBase Marketing Services Documentation
ClientBase Marketing Services Documentation
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Frequent Support Topics
Basic Query
Learn a Basic ClientBase Query
CBMS FAQ
CBMS Frequently Asked Questions
CBMS Tips on Marketing Codes
Email Deliverability
FAQ’s on Email Deliverability
Global Modify for Marketing Codes
Query for Marketable Profiles
Learn how to query for profiles that can be used for marketing
Query for Promo Clicks
Query for Promo Clicks in the Last 14 Days
Shore Excursions in TouchBase and In Touch
How to use triggered emails for Shore Excursions in TouchBase and In Touch
Uncheck Marketing Permission for Clients that Opt Out of Promotions
How to Uncheck Marketing Permission for Clients that Opt Out of Promotions