In the business world, it’s fairly common knowledge that the cost to maintain a customer is about 7 times cheaper than the cost to acquire a new customer.
So, in your quest to drum up business, what is a good way to efficiently stay in touch and keep your business in the forefront of your customer’s mind? The answer is, e-mail.
But, how do you improve your client e-mail communication with out toiling in your inbox for hours? The answer is of course, to use email templates to distribute your marketing message to an individual, filter or group, efficiently!
Learn how to setup a GoldMine filter or group. (You can do this before or after you create your email template, it’s up to you).
Step 1
Ok, so the first step is to go to “Document Templates.” The “Document Management Center” will appear.
Step 2
From the list of files and sub-files locate the “Email Templates” main folder, right click on this main folder and click “New…”. This will open a new template dialog box that allows you to compose the subject and body of the email and attach any files if necessary. Once you are finished creating the template, click the save icon in the top left corner of the dialog box.
Step 3
Now that you’ve created the template (which will show up as a sub-file of the “Email Templates” folder), right click the template and click “Merge…” to send the email to an individual, filter or group!
A dialog box titled “Mail Merge Properties” will appear, from which you can define who receives the message and send it now or queue it up for later, when you’re getting in a twilight round at your local golf course!
How have you used email templates to improve company communication or to boost your business? Comment below to share your thoughts!
