Enter your Email Address (Username) and Password then press Sign In to access your account. If you have
forgotten your password, select the forgot password link and follow the instructions given to reset your
This is the dashboard for Patronlink. To search for people click on Search for Leads.
Begin by selecting your geography from the left hand side. I am searching for individuals in my County.
In a county search you will select the state from the dropdown menu, then start typing in the name of the
county. Select the correct county and it will move to the left hand column.
The list now shows everyone in the geography selected. Further refine the list select other search criteria
on the left hand side. Lifestyles will allow you to narrow in to people who are book buyers or charitable
Pressing the + button will expand the selection showing more criteria you can search for.
Clicking on the square will place check marks next to your selections. If you place the mark next to the -/+
the entire category will be selected.
Selecting for home income will further narrow the selection.
Select the household incomes you wish to include in your search.
Selecting Omit Lead Status will allow you to omit your current donors or patrons.
Check mark next to the lead status you wish to have omitted.
Learn more about the individuals you are planning to speak with by selecting Overviews.
The overviews page tells you more about the people in the list you create.
If you want more information you can select the grid in the top right corner of any of the segments.
Pressing the arrow will show you more information about each InfoPersona.
Select list to go back to the list of individials.
If you want to email individuals select the email campaign button.
Start Your Campaign
Once you have built your list within Salesgenie, click on the Email Campaign button above your list. This will
bring up pricing based on the emails available per your search’s criteria and ask you to name your campaign.
Then click Get Started.
Designing Your Email (Step 1 of 6)
Choose I Want To Design My Email and click Get Started. Next you will create your Email Subject Line and make
sure your information is correct under the Sender’s Physical Address section. Once complete, click Next.
Designing Your Email (Step 2 of 6)
Next you will get a pop up asking you to choose the Industry you are in- for public libraries this would be other. Then
Select the type of email you want to send or scroll through the list of all templates and select the one you would like to
work with. If you have a predesigned template you can upload it from this page as well.
Customize Your Email (Step 3 of 6)
From here you can customize your email. You are able to change the color theme, modify the layout, and change the
content. When you are done select the next button.
Customize Your Email (Step 3 of 6)- change the color theme
To change the color theme select the change color theme button. Choose the color theme you’d like for the email then
press done. You can modify this at any time while in step 3.
Customize Your Email (Step 3 of 6)- Modifying Layout
To change the layout select the Modify Layout button. Choose the elements you’d like to add. Drag and drop them to
the area you’d like them in the email. When complete press done. You can modify the layout at any pint in step 3.
Customize Your Email (Step 3 of 6)- Customizing Content
To customize the content of your email by clicking each section of the email. A popup will open and allow you to modify the
various elements of the section. Add the text, images, and links required for your email.
Confirm Plain Text Content (Step 4 of 6)-
You have the option of cleaning up the text version of your email for anyone who is unable to receive HTML
emails. Click in the grey text box and edit as you wish. This does not make changes to the HTML version of the
email. When you are satisfied with the appearance of the text email, press next.
Test & Approve Email (Step 5 of 6)-
You now can send a test email of the campaign to yourself and other individuals. Enter the email addresses into the box and
select send test email. If you want to go back and edit your email select the back button or the edit email button. Once you are
satisfied with your email enter the initials of the account holder and select approve email.
Test & Approve Email (Step 5 of 6)-
Select the time and date your wish the emails to be sent to your list. List the email address you would like to receive a copy of the
email blast. Select whether you have an opt-out list or not. Agree to the terms and conditions. Once you have selected next,
credits for the email blast are taken from your accounts and the email is placed in the queue. If you don’t have the credits you
will be prompted for credit card information.
Select the My Account drop down menu from the top right corner. Select Email Campaigns. Select the title of the
campaign to continue working on it. You can also select the gear icon to view stats take other actions.
From the gear icon select See Stats. You can Re-Blast the email, Export Mailing List, or Copy the information. You can
view an overview, catergory, or tracking of the statistics as well.