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!
Build your Holiday Mailing List(s)
Create a list of card/gift recipients by using Advanced Search to define which group of people you’d like to mail to. In this example, we want to send a special card to everyone who’s attended one of our 3 major events throughout the year.
Remember you can be as creative or broad as you’d like to be. It’s always nice to keep it as personal as you can even when mass mailing!
Save or Export to CSV
Once you’ve built your list you can choose to export it immediately to a CSV if you’d prefer, but we encourage you to go ahead and save it as a list so that you can print labels or reference it until the gifts/cards are sent.
Now that you’ve saved your list you can print labels by selecting ‘Labels’ in export options. This feature will allow you to print standard Avery 5160 labels. Select to ‘Format Labels’ so that you can tell us how you’d like the names formatted and sorted as well as which address to use. We’ll email you a PDF with your labels!
Export List as a CSV file
Perhaps you’re planning to send your list to a vendor who will be doing the shipping for you. No problem! Now that your list is saved you can choose CSV from the export options and create a spreadsheet with all the data you need to hand over. We’ll ask you to clarify what information you want to be included in the spreadsheet, including contact details, tags, custom fieldsets and more. Once you’ve made your choices, select to Export and we’ll email you a copy asap.
Spread Holiday Cheer!
Now that your holiday mailing list labels are printed or your CSV is off to your vendor, you can focus your energy once more connecting with your clients 1 to 1 and making the very best of this holiday season.
And, if you are looking for a helpful tool to help you send cards this year, check out our recent post: 6 Apps That Will Send Holiday Cards For You.