Let’s say you're in the insurance business. You decide that when someone buys a policy from you, you will send a pre-created 4-piece campaign of cards to your new customer. You will send a Thank You Card, a Birthday Card, a Holiday card, and an Anniversary of Policy postcard. Once you've set it up, the system will automatically mail it for you on the designated date. You would probably set up the Thank You card to be mailed immediately, the Birthday card to be mailed 7 days prior to the customer's birthday (a date you've entered into the customer record), the Holiday Card to be mailed December 1, and the Anniversary postcard to be mailed on the customer's Anniversary of Policy date (another date you've entered into the customer record). Once you click SEND for this 4-piece campaign, the system handles the rest.

Creating Campaigns and Campaign Cards can take some time... and there may be a learning curve. But, it is all well worth it. Once you learn how to SAVE these cards, with your message (in choice of colors and fonts), and any inserts (DVDs, Gift Cards, etc.), and use them individually or to Groups, you see how much time and oney can be saved in the long term. So, take the time to learn all you can about the functionality and flexibility of this unparalled system.

CREATING AND SENDING CAMPAIGNS - Movie Lessons

How to Create a Campaign
5:32 minutes - opens in a new window (updated Feb. 12, 2007)

How to Send a Campaign
0:49 minutes - opens in a new window (updated February 21, 2007)

How to Create a Multiple Card or Piece Campaign
2:42 minutes - opens in a new window (updated March 27, 2006)

How to Delete a Campaign
1:03 minutes - opens in a new window (updated Nov. 13, 2006)

How to Send a Birthday Campaign
2:55 minutes - opens in a new window (updated Feb. 26, 2007)

How to Send a Campaign on a Specific Date
2:21 minutes - opens in a new window (updated Feb. 26, 2007)

For Printable PDFs about "Campaign Cards" click here.

How to Create a Group - a Movie Lesson
1:45 - opens in a new window (updated Feb. 14, 2006)

More Information about Managing Groups