Microsoft Office workflow for mass email
• Stop laughing! There is a good reason!– Targeting a small, distinguished group– Between CRMs– Many contacts to invite were not properly tracked
(had to dig for information)– A mass mail and a direct mail had already been sent,
to poor results– Emails from a person > emails from a mass mail
program
Microsoft Office workflow for mass email
Outlook – become boss
Word – write simple copy
Excel – build the list
Unplug ethernet
Merge
Personalize
Plug in and send
Excel Build the List
• The standard contact fields • I also added columns for the process:– First Email– Snail Mail– Personal Mail– Phone Call– Can’t attend– Confirmed
Word – Write simple copy• I wrote it as my boss would. Couple short sentences:
Hi «First_Name»,I wanted to personally invite you to the Neil Squire Society’s 30th Anniversary VIP event. It is a private reception for supporters on June 18th at the Vancouver Club from 5pm to 8pm. Please let me know if you are able to make this event. You can RSVP on our website (http://www.neilsquire.ca/30vip/) or email me.You’ve been an important part of our history and I hope you are able to celebrate with us.Gary
Outlook – Become the Boss
• http://technet.microsoft.com/en-us/library/bb676368(v=exchg.141).aspx
Outlook - Outbox
• Change the Send As / “From” on each one.• Can delay the send time (so you don’t look like
a spam bot to mail servers)• Spend 15 seconds to personalize. – After event did this process again, added a picture
of them to the email.