Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to acquire data records:
- Find the Data Center in your navigation menu - it should either appear in the top navigation menu or in the MORE menu.
- Once you're in the Data Center, you can select targeted records by clicking on them from the map or from the list on the right. This will cause the card corresponding to the zip code you selected to open on the right side. Use the slider or type directly into the box to select the number of records you would like to accept.
- When you have decided on the number of records you would like to accept, click on the PURCHASE RECORDS option. This will take you to the Order Summary screen where you can specify how you would like to purchase the records.
- Next, decide on your payment method and click PURCHASE RECORDS. After doing so, these targeted records will be accessible within the CRM - you can click on the GO TO CRM button, or you can choose to go BACK TO DATA CENTER if you are interested in acquiring more records.
If you are interested in accepting targeted records in bulk, you will want to click on the SELECT button on the top right of the Targeted Record list.
Clicking on the SELECT button allows you to accept targeted records in bulk using either the map or list interface. Make sure to toggle the button to your preferred method of viewing the records. When using the LIST option, you will be able to select the zip codes you are interested in by clicking on the circle to the left of the zip code. You can select as many zip codes as you would like.
Once you have selected the zip codes of interest, you can use the slider or type into the box to decide how many records you would like to accept.
If you click on the MAP option on the top right of your screen instead of list, you will have the ability to set an aerial radius, allowing you to accept records based on geographical location.
You can refer to the top right corner of the screen to see how many targeted records you currently have selected
Once you are satisfied with your selection, you can click on the CONFIRM option on the top right corner in order to go to the purchase screen and accept the batch of targeted records you are interested in.
You can now view the Targeted Records you have accepted in the CRM section of the application.
As always, should you require assistance, you can email firstname.lastname@example.org or chat with us online.