3 Ways to Wish A Happy Holiday [31:53]


A successful firm services multiple generations. Servicing multiple generations requires different communication tactics to cater to each generation’s preferred method of communication. Isolate your lists to target specific groups for your upcoming holiday campaigns and even learn about templates!

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Click the link below for more information on each of the features covered in the video:

00:59 - Advanced Search

03:04 - Quicklists

04:38 - Manage Database Lists

07:28 - Advanced Search - Bulk Actions

08:18 - Contact Overview

10:38 - Mail Merge template (at bottom of this post)

12:05 - Mail Merge Templates

12:08 - Mail Merge Fields

19:00 - Broadcast Emails

20:06 - Broadcast Email Templates

26:59 - Preferences

28:23 - Redtail Speak


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