The document discusses strategies for sending holiday greetings and gifts to contacts. It recommends cleaning up contact lists by removing duplicates and creating groups. It also suggests determining who receives email, physical mail, or gifts. The document provides tips for sending snail mail, such as preparing labels, and email messages, including timing of delivery and handling unsubscribes. Finally, it advertises a $25 discount on an annual software support plan.

1. With Your Hosts…
Todd Viau and Lori Feldman

2. Agenda
Determine who gets what kind of greeting or gift
Strategies for cleaning up your list
 Getting rid of duplicates
 Creating groups to help
 Creating a holiday field
 Managing bad emails and addresses
Sending Snail Mail (or hand delivery)
Sending E-mail Greetings
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3. How will you send?
“Email volume was 13% higher during
the 2013 holiday season compared to
the 2012 holiday season.”
- Experian
“82% of Black Friday
shoppers want to receive
email updates about Black
Friday sales.”
- Experian
During Q4 of 2013, emails sent on Saturdays and
Sundays boasted some of the highest open and
CTRs. Emails sent later at night tended to be
most engaging.
- Experian
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4. Clean Up Your List
Get rid of duplicates
 Manually
 With Software
 Duplicate Remover Wizard
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5. Clean Up Your List
Create Groups
 Customers without addresses
 Customers without e-mails
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6. Clean Up Your List
Create a Holiday field?
 Multiple drop-down (Card, Gift, E-mail)
 Create a group for each sales rep to review
 Update list in Contact List view in Edit Mode
Copyright 2014 The Database Diva – 314-485-4350 www.TheDatabaseDiva.com 6

7. Snail Mail/Hand Delivery
Prepare label (or envelope) template
 Select label type
 Change font face or color
Make sure envelopes will have return address
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8. Swiftpage
Seasonal
Templates
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9. Snail Mail/Hand Delivery
Time to send
 Lookup
 Final review
 Sort list (Zip Code or Sales Rep or Company name)
 Print Labels/Envelopes
Make a plan to handle returns
Copyright 2014 The Database Diva – 314-485-4350 www.TheDatabaseDiva.com 9

10. E-mail Messages
Select or prepare message in Swiftpage
 Send a test
Time to send
 Lookup
 Final review
 Send Now or Schedule Send
Make a plan to handle returns
 2% of email addresses go bad each month
 Mail Preference custom field
Copyright 2014 The Database Diva – 314-485-4350 www.TheDatabaseDiva.com 10

11. Save $25.00
on Annual Swiftpage e-Marketing Support
 Good for unlimited calls, emails, Skype chat up to 20
minutes per incident
 Help with templates, email, drip marketing, surveys, Call
lists, reports
http://www.TheDatabaseDiva.com/Catalog/Swiftpage-Support
Promo Code: SPE25
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12. Q&A