How To Use Act! for Mail Merging Holiday Greetings

• 1. With Your HostsTodd Viau and Lori Feldman

2. AgendaDetermine who gets what kind of greeting or giftStrategies for cleaning up your list Getting rid of duplicates Creating groups to help Creating a holiday field Managing bad emails and addressesSending Snail Mail (or hand delivery)Sending E-mail GreetingsCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 2 3. How will you send?Email volume was 13% higher duringthe 2013 holiday season compared tothe 2012 holiday season.- Experian82% of Black Fridayshoppers want to receiveemail updates about BlackFriday sales.- ExperianDuring Q4 of 2013, emails sent on Saturdays andSundays boasted some of the highest open andCTRs. Emails sent later at night tended to bemost engaging.- ExperianCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 3 4. Clean Up Your ListGet rid of duplicates Manually With Software Duplicate Remover WizardCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 4 5. Clean Up Your ListCreate Groups Customers without addresses Customers without e-mailsCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 5 6. Clean Up Your ListCreate 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 ModeCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 6 7. Snail Mail/Hand DeliveryPrepare label (or envelope) template Select label type Change font face or colorMake sure envelopes will have return addressCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 7 8. SwiftpageSeasonalTemplatesCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 8 9. Snail Mail/Hand DeliveryTime to send Lookup Final review Sort list (Zip Code or Sales Rep or Company name) Print Labels/EnvelopesMake a plan to handle returnsCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 9 10. E-mail MessagesSelect or prepare message in Swiftpage Send a testTime to send Lookup Final review Send Now or Schedule SendMake a plan to handle returns 2% of email addresses go bad each month Mail Preference custom fieldCopyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 10 11. Save $25.00on Annual Swiftpage e-Marketing Support Good for unlimited calls, emails, Skype chat up to 20minutes per incident Help with templates, email, drip marketing, surveys, Calllists, reportshttp://www.TheDatabaseDiva.com/Catalog/Swiftpage-SupportPromo Code: SPE25Copyright 2014 The Database Diva 314-485-4350 www.TheDatabaseDiva.com 11 12. Q&A