IMPORTANT NOTICE to End Users Utilizing SmartCRM in TAM

What is TAM SmartCRM?

A new feature introduced in Version 11.6.x that allows digital marketing based on sales activity at the POS and Ecommerce. This feature allows you to set up a digital marketing email or email campaign based on a customer availing themselves of a particular product or service (SKU) in your organization.

Once a patron purchases a SKU, a predetermined email or campaign of emails have been set up in TAM to be sent on a specific schedule defined by you.  The email is also user definable and will contain placeholders for key system data to be inserted.  This placeholder data could be customer, merchandise, ticket, event, membership, or donation related.

Examples of typical uses of SmartCRM:

  1. A patron purchases a particular SKU and you would like them to receive a coupon for a related or future purchase.
  2. A patron returns a particular SKU and you would like them to fill out a survey for why the item was returned.
  3. A patron purchases a membership and you would like the following campaign to be sent:
    1. Promptly send a “Welcome New Member” email.
    2. Remind them of the pending expiration of their membership 60 days before expiration and provide a link to their e-membership portal (on eTAM) for electronic renewal.
    3. Remind them of the pending expiration of their membership 30 days before expiration and provide a link to their e-membership portal (on eTAM) for electronic renewal.
    4. Notify them that their membership has expired on the date of expiration and provide a link to their e-membership portal (on eTAM) for electronic renewal.
  4. A patron gives a donation and you want to send the following campaign:
    1. Immediately send a thank you email.
    2. Email a donation receipt for tax purposes (7 days after the donation is made).
    3. Solicitation email of another donation for the same fund 180 days after the initial giving.
  5. A patron purchases an event ticket(s) in advance online and you would like the following campaign to be sent:
    1. Immediately send a confirmation of their participation in the event purchased.
    2. Send a reminder email of the event 3 days before the event start date.
    3. Send a reminder email of the event 1 hour before the event start time.
    4. Send a survey link of participation 1 hour after the close of the event.
  6. Though not technically SmartCRM, loyalty customers often receive their reward certificates by email. This also creates a very large volume of digital marketing messages.

TAM’s SmartCRM™ automatically accomplishes all of these tasks and the milestones and emails sent are designed by you.

In implementing this exciting capability, you can imagine the number of emails that are generated on an hourly, daily, weekly, and monthly basis.  As a result, our Help Desk has come across a number of sites that have had issues where getting the emails that TAM has sent are never delivered to the recipients.

In these cases, patrons have reported not receiving the emails and the organization had not received any bounce back notification from their email service provider (ESP).

After some research, we have found that many ESPs set hidden limits on the number of emails that can be sent per minute, hour, day, week, etc.  Once these limits are met, all following emails are ignored by the ESP and not sent.   In some cases, those emails ignored do not bounce back nor are you informed of the failure to send, let alone that they are not delivered.

If your organization manages its own email server/website (i.e. for us, tamretail.com), it is less likely you will have these restrictions, as these restrictions are settings enforced by an ESP or created when the Email Server is set up.  If your organization is paying for an outside service such as Comcast, or using a free email service like Yahoo, you likely will or are experiencing this problem.

WE STRONGLY RECOMMEND THAT ALL SMARTCRM USERS RESEARCH WITH THEIR ESP ANY EMAIL SENDING LIMITATIONS THAT EXIST.  ALSO, ENSURE THAT YOUR SMTP SERVER REPORTS ANY UNDELIVERED EMAILS.

As this problem is outside of TAM, we cannot be held responsible for any undelivered digital marketing sent by SmartCRM.

This problem is not widespread but we thought it well worth bringing it to our valued community’s attention.

If you’re not using TAM’s SmartCRM and would like to learn more about it, contact your account representative or email us at sales@tamretail.com.

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Warm Wishes and Holiday Hours

A new article has been posted on the TAM Retail blog by Bruce Lode:

From all of us, warm wishes to you and yours for a happy holiday season and a healthy and prosperous 2018!

Our organization’s holiday hours of operation will be as follows:

  • Friday, December 22nd – Closing early at 12:00 PM CT
  • Monday, December 25th – Closed, Christmas Day
  • Friday, December 29th – Closing early at 12:00 PM CT
  • Monday, January 1st – Closed, New Year’s Day

Important! As always, the Help Desk is available for emergency support 24/7/365 at 866-435-7826.

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Physical Inventory Training Webinar

A new article has been posted on the TAM Retail blog by Stephanie Lode:

Low Cost Webinar Training for Physical Inventory

Do you have new staff members that did not have the opportunity to go through formal Physical Inventory training? If so, TAM Retail is now offering low cost training for all TAM users.

Just register for the session through our website and you can have as many of your staff members view the session for one low price of $10.

Worried you can’t make the session? We’ll record it for you!

If, for any reason, you or your staff members cannot attend the session, we will record it and provide a link once the session is complete. The link will be emailed to all attendees within 24 hours for later viewing.

Learn more and register…

We have published details for the training webinar to our eStore. To learn about the session, the date and time it is offered, along with what will be covered in the session, click the link below. If you want to register, just click “Add to Cart” and check out! It’s as simple as that!

To register for December 27th, 2017 at 12PM CT, click here.

To register for January 10th, 2018 at 12PM CT, click here.

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Holiday Hours and Happy Thanksgiving


A new article has been posted to the TAM Retail blog by Bruce Lode:

We are thankful for your business and continued trust.

We wish you all the best, and a happy and safe Thanksgiving!

TAM Retail’s Help Desk Thanksgiving hours of operation will be as follows:

Thursday, November 23rd – Closed, Thanksgiving Day.

Friday, November 24th – Help Desk Closing Early at 12:00 PM CT.

Important! As always, the Help Desk is available for emergency support 24/7/365 at 866-435-7826.  Our administrative offices will be closed on Thursday, November 23rd and reopen for normal hours on Monday, November 27th.

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Happy Halloween from TAM Retail!

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TAM Retail Showcases Powerful Benefits of The Assistant Manager™ to Organizations at IAAPA Attractions Expo 2017

A new article has been posted to the blog by Stephanie Lode:

Leading ERP/POS software application, The Assistant Manager™ (TAM) will be showcased.

The TAM Retail team is set to showcase its latest powerful application options at this year’s International Association of Amusement Parks and Attractions.

This year’s event is being held in Orlando, Florida at the Orange County Convention Center. Visit us at Booth #3003.

The team will be on hand to demonstrate a whole host of TAM’s options including Ticketing, Fundraising, Membership Management, Group Sales, Ecommerce, POS, and Inventory Management.

Attendees can also check out the exciting application elements such as Smart CRM™, Business Intelligence, and a range of mobility options. As a proven and industry leading-solution, TAM is Built to Converge Commerce™ of all business units within your organization and provide a 360-degree view of guests, members, and constituents.

Visit the TAM Retail Booth #3003 at the IAAPA Annual Conference 2017 on Tuesday, 11/14 from 10:00 AM – 6:00 PM, Wednesday, 11/15 from 10:00 AM – 6:00 PM, Thursday, 11/16 from 10:00 AM – 6:00 PM, and Friday, 11/17 from 10:00 AM – 4:00 PM.

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TAM Retail Showcases Powerful Benefits of The Assistant Manager™ to Organizations at ASTC Annual Conference 2017

A new article has been posted to the blog by Stephanie Lode:

Leading ERP/POS software application, The Assistant Manager™ (TAM) will be showcased.

The TAM Retail team is set to showcase its latest powerful application options at this year’s Association of Science and Technology Centers Annual Conference.

This year’s event is being held in San Jose, California at the San Jose McEnery Convention Center. Visit us at Booth #928.

The team will be on hand to demonstrate a whole host of TAM’s options including Ticketing, Fundraising, Membership Management, Group Sales, Ecommerce, POS, and Inventory Management.

Attendees can also check out the exciting application elements such as Smart CRM™, Business Intelligence, and a range of mobility options. As a proven and industry leading-solution, TAM is Built to Converge Commerce™ of all business units within your organization and provide a 360-degree view of guests, members, and constituents.

Visit the TAM Retail Booth #928 at the ASTC Annual Conference 2017 on Saturday, 10/21 from 10:45 AM – 6:15 PM and Sunday, 10/22 from 9:00 AM – 6:00 PM.

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