If sending out holiday cards to your customers is on your to do list for this year, we have some great news for you! We’ve teamed up with Direct Mail Manager to making sending cards this year a breeze!
Getting Your Cards Mailed
There are two parts to any holiday mailing. First, you need an organized list of contacts with mailing addresses. Hopefully you are already organizing your contacts in Batchbook. But even if not, you can quickly import your contacts to build yourself a useful and organized customer database. Once you have your contacts organized in Batchbook, you can build a list of customers you want to send cards to. We suggest using the Champion button to have everyone mark their favorite customers, and then to mail holiday cards to those folks.
The second thing you need to do is pick out some cards and mail them. Our friends at Direct Mail Manager have a brand new tool that makes this simple and affordable. You can choose from any of their pre-designed cards or upload your own image. They even have designs where you can upload a company photo, which is great for a personal touch. The best part is that you can send cards with a custom message for just $1.39 per card mailed!
With their Batchbook integration, it is easy to import your list of contacts from your super organized Batchbook customer database into Direct Mail Manager’s holiday card tool. Because there are no minimums, you can even send out a few different cards or write different messages to different groups of people.
Tap Your Customer Database
You don’t have to send cards to every single one of your contacts. Instead, use Batchbook to build a list of which people you want to send some holiday cheer to. Here are a few ways you can build your list:
Mail Your Champions – If you use the Champion feature, you already have a list of your favorite customers. Just do an advanced search for all Champions and then use a batch action to tag them. You can then pull just these tagged contacts into Direct Mail Manager.
Have Each Rep Send a Personal Card – One nice personal touch would be to have your reps mail cards to their customers with a personal holiday message. You can do this easily by doing an advanced search by record creator, and then using batch actions to tag all of the contacts. Of course, you might want to get more specific for your mailing, building a list of all Champions a certain rep has, for instance.
Use Your Custom Fields – If you use Custom Field Sets to store contact details, they can help you narrow down some pretty specific lists for mailing. For instance, if you keep track of each purchase in a Custom Field Set, you can create a holiday mailing list for all customers who made a purchase in the last year. Use advanced search to find contacts that match what you are looking for, then tag them all using a batch action.
Win 100 Free Cards and 3 Months of Batchbook
Since the holiday season is the time of giving, we’ve decided to team up with Direct Mail Manager for a holiday give-a-way. We will award one lucky winner with 100 free cards to send (includes mailing costs) as well as 3 months free on a new Batchbook account. The contest is taking place on Facebook. All you need to do is fill out a one-question poll and then submit your name and email (so we can notify you if you win).
Head on over to Facebook now for a chance to win. The contest winner will be chosen on December 3rd.