Summer is finally here! And while summertime is lovely for all things outdoors and vacation related, it can also be a slower time for business. Completing projects that help improve how your business runs is a great way to make productive use of any summer slow down.
Organizing your database to track client anniversaries is a small but effective project for Act! users. Why do this? Sending anniversary cards is a nice way to say, “I recognize how long you have been using our services and I appreciate your business.” In fact, that’s almost exactly what you can say in your anniversary cards. So how do you use your Act! database to track client anniversaries?
1. Create a custom field in Contact view and name it “contract start,” “client start date,” or “anniversary.” When you create the field, you can set it as an annual event to make running your anniversary tracking query quick and simple.
2. Make it a habit to fill out your new custom field whenever you gain a new client.
3. Ready to send out anniversary cards? If you set your custom field type as an annual event, you can easily go to Lookup>Annual Event, select your custom field from the dropdown menu, select the current month, and then click Find Now. The list that pops up is all of your contacts with anniversaries in the current month. From the search window you can print the list, schedule a to-do, or even pull up the contacts as a lookup for further refinement.
What you want your cards to say is up to you and can reflect your company’s values. We recommend scheduling a recurring activity for someone on your team to send out anniversary cards on a monthly basis. You can send cards through the mail or use Act! Emarketing to create an anniversary e-card template.
Need help setting up custom fields, sorting the contacts you already have or using Act! Emarketing? Contact Us
