Looking for a good way to send thank you and birthday cards

Jan 5, 2019

  1. Chazm
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    Importing what list?
     
    Chazm, Jan 8, 2019
    #21
  2. Newby
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    Every year I export a spreadsheet out of my database and import it into SOC and mail a Christmas card to around 1,000 clients. Couldn’t figure it out this year.
     
    Newby, Jan 8, 2019
    #22
  3. Chazm
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    Ahh ok. Every time I make a sale I just go to SOC and add that client manually.
     
    Chazm, Jan 8, 2019
    #23
  4. Newby
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    Yes those are still easy. Importing a huge list is what they have made more complicated.
     
    Newby, Jan 9, 2019
    #24
  5. fun2drum
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    I got signed up with the paid plan and it went pretty smoothly mailing out 81 birthday cards. I didn't have any problem with the import but I studied the tutorial for a while before trying it. Anyway it worked fast and easy so I'm happy. I think that when you figure in the 100 free group sends and 10 extras a month loyalty, plus the free cards and postage on single sends, The Enterprise package is a decent deal. I think it'll save me a lot of time on something that'll help my retention and referral numbers, so that's something. Thanks to all of you for your comments.
     
  6. fun2drum
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    Just an update: One lady came in my office today as a referral from one of the 81 January birthday cards I sent out, and she did an OEP MAPD with me. I know it's not always going to be this measurable, but I'm satisfied with the system.
     
  7. Alston
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    You don't even need to know how to write formulas.

    Just do this in Excel:
    1. Right click on the column
    2. Select "format cells"
    3. Select "date"
    4. Click on your preferred format.
    Easy peasy.
     
    Last edited: Jan 26, 2019
    Alston, Jan 26, 2019
    #27
  8. fun2drum
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    Yes you're right it was absolutely easy as pie! I actually googled it and found the process. It took less than a minute and everything was formatted right. The whole upload from excel to SOC was just that easy as well.
     
  9. Alston
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    There are benefits to every failure. When I didn't meet quota at Mutual of Omaha, I got fired and worked as a word processor in Manhattan.

    I learned Microsoft Office pretty well.

    I also learned I didn't want to be an employee. Ever. Again.

    Shortly after that (around 2004) I got back in the business as an independent agent.
     
    Alston, Feb 6, 2019
    #29
  10. SOCMAN
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    SOCMAN New Member

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    SOC changed their pricing last year and got very expensive IMO. I now using a similar service called BannerSeason. Much simpler and cost effective. No monthly minimums or auto pricing. Just pay as you go.

    Here is the link: BannerSeason

    You need an invite code to set up an account. You can use mine: TRUSTEE
     
    SOCMAN, Mar 1, 2019
    #30
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