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.
     
    fun2drum, Jan 18, 2019 at 4:59 PM
    #26
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