How To Use Act! for Mail Merging Holiday Greetings

PREPARING ACT! FOR THE HOLIDAY SEASON

With Your Hosts… Todd Viau and Lori Feldman

Copyright 2014 The Database Diva – 314-485-4350 www.TheDatabaseDiva.com 2

Agenda

Determine who gets what kind of greeting or gift

Strategies for cleaning up your list Getting rid of duplicates Creating groups to help Creating a holiday field Managing bad emails and addresses

Sending Snail Mail (or hand delivery)Sending E-mail Greetings


How will you send?

“Email volume was 13% higher during the 2013 holiday season compared to the 2012 holiday season.”

- Experian

“82% of Black Friday shoppers want to receive email updates about Black Friday sales.”

- Experian

During Q4 of 2013, emails sent on Saturdays and Sundays boasted some of the highest open and CTRs. Emails sent later at night tended to be most engaging.

- Experian


Clean Up Your List

Get rid of duplicates Manually With Software

Duplicate Remover Wizard

http://www.egenconsulting.com/dup-rem-exprt.html?ap_id=databasediva


Clean Up Your List

Create Groups Customers without addresses Customers without e-mails


Clean Up Your List

Create a Holiday field? Multiple drop-down (Card, Gift, E-mail) Create a group for each sales rep to review Update list in Contact List view in Edit Mode


Snail Mail/Hand Delivery

Prepare label (or envelope) template Select label type Change font face or color

Make sure envelopes will have return address


Swiftpage Seasonal Templates


Snail Mail/Hand Delivery

Time to send Lookup Final review Sort list (Zip Code or Sales Rep or Company

name) Print Labels/Envelopes

Make a plan to handle returns


E-mail Messages

Select or prepare message in Swiftpage Send a test

Time to send Lookup Final review Send Now or Schedule Send

Make a plan to handle returns 2% of email addresses go bad each month Mail Preference custom field


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to 20 minutes per incident Help with templates, email, drip marketing,

surveys, Call lists, reports

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How To Use Act! for Mail Merging Holiday Greetings