Marketing Campaigns – Point 101

BJ Bounds

Did you know that you can create vibrant and effective marketing documents directly through Point?  You Can!  Point gives you the option to design, build, and print any marketing document through Point, with the capability to merge the documents with your current Point contacts!  Market to potential buyers, past clients–whoever you want to—all from Point.

It’s all about creating custom forms.  It is really easy and you can make it as fun as you want to.  Modify colorful Word templates or design a simple welcome letter—it’s up to you.

  • The first step in creating a new custom form is to set up a Custom Form Template. In the Navigation Panel on the left of the Point screen, click the Templates tab. Select the Custom Forms/Letters/Email checkbox and then click the New button. The New Custom Form window appears. Enter a name for the form you want to create, and click OK.
  • Microsoft Word® opens, showing a blank document, along with the Point Custom Form window.
  • In Microsoft Word, you can create your form, and select Point fields from the Select Point Field dropdown list to insert Point merged fields into your document. Once you select a field, click the Insert button to put it into your document.
  • If the field you need is not in the dropdown list, select Other Point Fields Not Listed Above and click Insert.  The Insert Point Field window will appear.  Enter the Field ID and click Insert.
  • When you are finished creating your document, click Save, then click Close.

If you already have templates or documents in MS Word that you’d like to use, we’ve got you covered, too!  You can easily import those documents into Point to use with your contacts.

  • In Point’s left navigation panel, click the Templates tab. Select the Custom Forms/Letters/Email checkbox, and then click the Import button at the top of the workspace. If the Word document contains Mail Merge fields, the following message appears stating that those fields are no longer available after import. Click Yes.
  • The Select Word File(s) to Import box will appear. Highlight the Word file or files you want to import and click Open.
  • The document you selected is added to Point.

And you’re done!  If you want to see screen shots, you can follow the link here to see instructions for Custom Forms and other tips you can use!

7 Responses to Marketing Campaigns – Point 101

  1. thanks for the useful info!! I already practice it and very good result. Thanks once again

  2. Rich says:

    Will you be “Automating” your email campaigns anytime soon? Like the DRIP EMAIL MARKETING campaigning done by the CRMs?

    Big disconnect/void/HOLE in the picture. Know you are aware of it, but any ideas when you will provide, integrate true DRIP email CAMPAIGNS

    • CalyxCorner says:

      Hi Rich. Thanks for the inquiry. We do have a plan for this. Our development team does have CRM features in mind for future releases but the time-line isn’t available yet.

  3. Kurt Kessler says:

    Hi BJ,

    I couldn’t agree more with Rich. Calyx has really left originators out in cold when it comes to a integrated CRM. As it stands, to effectively market we must maintain three data bases.

    Wish List:

    A comprehensive CRM that allows for referral marketing, client marketing and social network marking. MS Outlook syncing would be icing on the cake.

    I have wasted thousands of dollars and countless hours trying to accomplish this.

    Any details you can share would be greatly appreciated.


    Kurt Kessler

    • CalyxCorner says:

      Hi Kurt. Point has the ability to import to and export from MS Outlook via the Cardex database. Within Cardex, you can categorize your contacts with categories you create and select (i.e. Prospect, Buyer, Vendor, Lead, etc). You can then export your Cardex contacts for use in MS Word to market to the various categories via mailing labels, email, or mail-merge letters. Filtering per categories may be done during the mail-merge process in Word.

      We don’t have details to share with you regarding the future CRM capabilities but I hope this information helps you with your current software usage. For more information or a demo of this functionality, please call our sales team at 800-362-2599.

  4. Rich says:

    If you are using Point Data Server, and wish to use the Cardex as described….won’t ALL LO’s in the organization see your contacts? Does Cardex have the ability to control access rights??

    • CalyxCorner says:

      Hello Rich. Good questions. All LO’s can see the Cardex in PointCentral. However, within PointCentral, you have the ability to create multiple template sets, which means multiple Cardex databases. If you don’t want everyone to see the same Cardex database – then you can create a separate template set for the users. But a user can only access one template set at a time. So you can create another template set that has a different Cardex, and then assign the new template set to a specific set of users.

      User access to Cardex for modify/add rights are controlled through the administrative site.

      1. Log into the PointCentral administration site. (ex.
      2. From the left navigation panel, go to Cardex Databases > List Cardex Databases.
      3. Click Edit next to the Cardex Database to which you are assigning access rights.
      4. From the Edit Cardex Databases page, click:
      * Add Group Access Rights
      o Click the user group you want to access the Cardex Database.
      o Click Add User Group Access Rights.
      * Add User Access Rights
      o Select the user you want to access the Cardex Database.
      o Click Add User Access Rights.

      Our support team can help you if you need it. Call 800-342-2599 or email For online chat, go to and click on the laptop on the left side of your screen.

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