Client Welcome Letters
Submitted by Guest on Fri, 15/07/2011 - 17:55
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.
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