Tips for managing promotional mailings (physical mailings)
One of the things our business does is send out postcards or other physical advertising material to our customers. The thing is you may not want to send the promotional material to everyone in your contact list. To get by this, we created a custom field titled "Mailing List", which has a drop-down menu with two options:
- Mail marketing materials
- Do not mail
This way, after the contact data is exported to a spreadsheet, I can simply delete all of the "Do not mails". Then my mailing list is one-step closer to being ready!
If you decide to use this tip, remember the power of Insightly's "Bulk Edit". This could expedite your implementation.