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How to automate a follow up letter

Avid Listener
Posts: 14
Country: United States

How to automate a follow up letter

I am still a novice at using the database. For each new contact, I send an initial email with general information. 14 days after create date, I send a followup email to all those new contacts. Currently, 14 days later, I lookup the create date, and then send the followup email using a mail merge. 

 

Where or how do I automate this schedule so can make it more efficient/easier to followup with each new contact 14 days after initial contact?

 

Thank you, Judy

 

Nickel Super Contributor
Posts: 352
Country: Canada

Re: How to automate a follow up letter

Hi Judy,

 

You can do this with ACT! E-marketing by signing up for the Drip Marketing service.  It will let you set up this sort of thing to automatically send e-mails out for you. 

Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training
Nickel Elite Contributor
Posts: 508
Country: USA

Re: How to automate a follow up letter

Depending on how much automation you want, I'd also suggest taking a look at "SAM" - stands for Sales Automation Manager.  Details can be found at:

 

http://www.crmaddons.com/p-36-sales-automation-manager.aspx

 

This program will pretty much do anything in ACT! that you'd like to automate.

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: How to automate a follow up letter

If you only need Act! to notify you that it is time to send an email (or call your customer), you can set up and schedule an 'Activity Series' with steps 14 and 28 days out.  For information on setting up an Activity Series visit this link: How to set up an Activity Series.

 

Greg Martin
Sage