Working from the coffee shop this morning I gaze down a quaint southern street filled with a combination of pumpkins, mums, hay bales and, already, Christmas lights. This small town is often celebrated for their holiday Lights Festival but I’m guessing you’re seeing hints of the holidays on your street corners as well. Each year as we’re deciding how we’ll share holiday cheer as a company I start prepping my family & friends list too. While I love plastering my loved ones with pics of my adorable brood, I run into the same stumbling block every year — old addresses! My friends move around a bit and I’ve been quite lax about keeping their addresses current. This means each year I’m met with…
Fall is in the air, friends! If the newly crisp mornings and cool evenings weren’t enough to convince you, then surely the advertisements for all things pumpkin spice should do the trick. And while I’m spending most of my free time plotting fantastic costumes and upcoming feasts, I’m all too aware that holiday gift time is right around the corner, which means it’s time to have my holiday mailing list ready.
Every year I struggle to get my cards & gifts out on time. But this year I’m getting ahead of the game. While my card design is in progress, my holiday mailing list is ready for me in Batchbook. Whether you’re planning small gifts, cards or singing telegrams as your holiday gift to customers & clients, I can share with you how to build your lists & print your labels quickly using Batchbook.
Tracking Contact Details
You’ve been making your list and checking it twice all year long. In addition to tracking your contacts basic contact details like name and address, you’re also using tags or Custom Fieldsets to refine who your contacts are and what they like. Because the whole team has been able to help in updating information, your data is ready to go at any time.
Define Lists by Gift Type
First, decide what gifts or cards you’re sending and to whom they are being sent. Are you sending cards to your entire contact list? Or maybe you are sending special gifts to small groups? Or are you feeling generous and planning a special gift for your favorite board members? Whatever your gift giving plans, you’ll want to create a list to define that specific group.
Tip: Not sure who to gift? Ask your team to take 10 minutes to flip through Batchbook while tagging their favorite, most important, most helpful contacts with a ‘Holiday 2016’ tag. Now you have an easy and personal holiday mailing list ready to go!
The holidays are right around the corner. Many businesses use this time of year to show their thanks to loyal customers by sending out holiday cards or gifts. This is a wonderful idea! But maybe you struggle actually getting it done every year.
Sending out holiday cards is probably not a normal part of your business. It’s easy to procrastinate this task. Sometimes it’s hard to justify writing a few hundred cards by hand when your team has a bunch of other things to do. After all, the holidays is the busiest time of the year for many businesses.
Technology is Santa’s Helper
There’s good news! You don’t have to run out to the store, buy a stack of holiday cards and then spend your weekend filling them all out. There are plenty of apps that will help you send your cards this year. You can even find apps that will use your own handwriting, for that extra personal touch.
Here are a few that you might want to try out this year:
Felt is an iPhone and iPad app that helps you design beautiful cards. Add the personal touch of your own handwriting and your own photos. One unique thing about these cards is that they are square.
Felt has an easy to use interface that makes it easy to write your note with your finger or a stylus, right on your device.
Felt prints your personalized cards on high-quality paper and sends them out first class in custom kraft paper envelopes within 24 hours. These square cards are sure to stand out amongst a pile of rectangular holiday cards.
With the launch of our new Holiday Gift Guide, we’ve been thinking about what to give to our own customers this season. We’ve traditionally sent out chocolates or Batchbook notebooks, but this year we’re trying something different. We were inspired by a customer who wrote in recently to cancel an account when their Batchbook administrator went on maternity leave. We’re passionate about work/life balance and did not sit well with the idea that an important life event would cause disruption in that business’ ability to track their customer information. We’ll Pay You To Take Time Off Starting in January 2016 we’re offering our small business CRM customers one month payment-free vacation time so you can step away from the computer without losing your…
Over at CMS Wire they have a really cute infographic about customer service during the holidays, but the stats aren’t cute at all.
74% of the respondents in the survey believe that contacting customer service is more of a hassle during the year-end holidays than at any other time of the year. 37% percent said they’d rather eat last year’s stale fruitcake than contact customer service during the holidays.
Sure, it’s kind of a funny statistic, but what it’s really saying is that there is some room for improvement for the holiday customer experience. So here are some tips to help your business shine during this busy season.
Empower Your Team
If you haven’t already seen this video from Canadian airline WestJet, take 5 minutes and give it a look. As much as the customers enjoyed this holiday surprise, the WestJet employees really seem to be the winners here. Imagine how much fun they had pulling this off.Read More
Wow, time is flying and the holiday season is in full swing! If you’ve been following along with our blog series and our Procrastinator’s Guide to Holiday Promotions, then I’m sure you have things under control. Since you want to keep the momentum going, now’s a great time to put together a social promotion or two and we’ve got 5 ideas for you. 1. Deck the Halls You’re likely to have more visitors than usual, so spruce up your social profile pages for the holidays. Whether the images are holiday themed or have a promo code that customers can use (or both) , this is a great way to get some attention post-Cybermonday. Social Media Examiner has 5 Ways to…
Thanksgiving is nearly here and that means holiday greeting cards should be arriving soon. If you don’t have a plan for your cards yet, it’s not too late! Here are 5 ideas you can use to make some memorable holiday greetings. 1. Let The Dog In Do you have an office pet? Now’s your chance to dress him up like Santa, or Rudolph, or Frosty, or… all of them? Luckily, holiday pet costumes seem to be plentiful in the stores this year, so here’s your excuse to finally buy one. Can pet costumes be written off as a business expense? Hmmm… 2. Dress Up We’ve said it before and we’ll say it again. Bust out those ugly holiday sweaters and…
As part of our holiday blog series, we’ve just launched a Facebook contest where you can win 100 free holiday cards for your business! Our friends from Direct Mail Manager will provide 100 free, customized cards which they will mail for you AND they pay the postage. All you need to do is select one of their lovely holiday designs, choose your greeting and upload your logo. You can even send your mailing list over from your Batchbook account using their handy integration. They do the rest! Sounds great, right? Don’t Procrastinate! To enter, you just head over to our Facebook page and tell us something that’s really great about your business. Don’t be shy, we really want to know.…
I don’t know about you, by I am in Big Time Denial that Thanksgiving is next week. Which can only mean one thing: Small Business Saturday is next weekend. Yep, I know, it snuck up on me, too. If you’ve been too busy to plan your Shop Small strategy, take heart. It’s never too late. (Actually, it would be too late next Sunday, but you know what I mean.) Here are some tips to quickly get ready for the big day. 1. Get Started Just put one foot in front of the other and head over to the Marketing section of the Shop Small site. It’s pretty much one stop shopping over there. You can create a personalized marketing campaign…
Following along with our series about holiday promotions? Today we’ll help you decide when to schedule the holiday emails we talked about last time. Timing is Everything We shared some statistics in our guide for the best days to send holiday offers. Think about when your customers will be reviewing their shopping lists and looking for offers or sales. Be sure your emails arrive before they’ve planned where to go and where to spend. When to send? While the perfect time to send will depend on the type of business you have, consider these suggestions: Thanksgiving Day – US customers who shop on Black Friday finalize their lists on Thanksgiving. If you have a Black Friday offer, get it in…