Client Welcome Letters

 



Hi Tony and Matt,

 

Thanks very much for your help with the reminders. Your reply was straightforward and we've managed to set up the reminders without any trouble so far!

 

I have another question. We would like to send out a welcome letter to all our new clients. This is what we're after:

*We'd like the letter to be a template so that we can use merge fields.

*We'd like to send it out within one week of the client's initial visit.

*We would like to send all welcome letters by post.

 

What's the best way to achieve this?

 

Cheers,

Amanda.

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Re: Client Welcome Letters

Hi Amanda,

You can use the Customer Acquisition Export Report to get a list of new customers into a suitable exported data file format (csv) and then use Word or Open Office to do the merge using this file.

Cheers

Tony

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