Bah Humbug, you may say. It's much too early to be thinking about Christmas and all of the other upcoming holidays. I'm still sneaking those mini Reese's Cups from my kids' Halloween haul when they aren't looking.
While it's true that all the in-store holiday displays seem to show up more prematurely with each passing year, it still may be to your office's benefit to go ahead and at least begin preparing for any holiday mailings you plan to send to your clients, prospects, vendors, etc. You don't want to wait until the last minute and add more stress to what is already an incredibly busy time of the year.
How can you use Redtail CRM to assist you with making this process easier and less stressful? Let's take a look.
You may want to send physical mailings to a certain group of contacts, email to another. Redtail makes this easy. If you haven't already done so, you can go ahead and begin creating Quicklists or Tag Groups of the various contact groups that you intend to mail to this holiday season. Once you have your groups segmented in one of these manners, you'll be ready to go in terms of putting together your mailings.
If you're planning on sending actual physical mailings, you'll want to consider the below resources to determine what may best meet your needs.
You can create your own holiday message templates within Microsoft Word and upload those to merge with your contact records. Instructions for doing so are here (or for Mac users here). After uploading your template(s), you can then merge them with contacts individually or in bulk. And, you can also merge labels or envelopes from within your CRM.
If you want to include fields in your merge template that are not on Redtail's list of available mail merge fields, you would need to create a Custom Export that includes those desired fields, export your desired contacts and run the merge within Microsoft Word itself. Instructions for accomplishing this can be found here.
If you are a Marketing Library subscriber, you can easily push any of their holiday templates over to your CRM in order to merge them in bulk with your selected contacts. Instructions are here.
If you have an account with SendOutCards, Redtail makes it easy to prepare an export of contacts tailored to their system which you can then import into your SendOutCards account. Learn more here.
Finally, if you have an account with Stamps.com, you can also handle all of your official US postage needs for all those mailings you'll be sending from the desk in your office. From your Advanced Search page, you can select the Stamps.com Export from the Exports menu to prepare the contact files with which you'll be working.
If you're planning on sending emails, you'll want to consider the below resources to determine what may best meet your needs.
You can create and send holiday greetings via email to your selected contacts from within Redtail CRM, using our Broadcast Email functionality. Instructions are here.
If you have a MailChimp account, Redtail allows you to send contact data tailored for their service either individually or in bulk to whichever of your MailChimp lists you designate during the send process. Learn more here.
If you have a Constant Contact account, Redtail allows you to send contact data tailored for their service either individually or in bulk to whichever of your Constant Contact lists you designate during the send process. Note: sending in bulk creates an export which you can then import into Constant Contact. Learn more here.