Overview
These inexpensive postcards use direct language that triggers your clients and contacts to give you referrals. “Referral Trigger Language” goes on the front of the card and the back of the card is used for something interesting. We usually pick a very interesting fact that people might not know, something that makes them say “Wow, I didn’t know that!” Because the questions are extremely interesting, your clients and contacts always read the questions and the “Referral Trigger Language” on the front.
How it Works
- Each month, the contacts you specify to receive your Referral Reminder postcard will be exported from your myClients and sent to the printer/mailing house.
- On the 15th of each month, you will be billed directly to the card you specify in the Postcard Wizard.
- Your postcards will be delivered between the 15th and the 20th of the following month.
How to Implement
- Flag clients in myClients with the appropriate flag, “D4U - Postcard RR”. This is the group that is approved to receive your monthly postcard.
- Use the Referral Reminder Postcard Wizard to complete and approve your first postcard.
- By Referral Only will automatically mail your Referral Reminder Postcards for you each month. There's nothing more for you to do!
Comments
1 comment
I know that I've got a million other things to learn before this, but I'd love to see what the tech team did automation wise to make these postcards send out :)
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