Beta 5 – Tutorial #6: Creating a Mailing Campaign

Scott CostelloAll, Blog 2 Comments

Tutorial #6: Creating a Mailing Campaign Once you have your leads in the system and your letters all setup you’ll want to create a mailing campaign.  You can do this in a couple of ways and all pretty straight forward.  The way I like to do it is as follows… The Quick… Find the lead list that you want to use by using the Leadtype/List tree.  Select the list and you’ll see all the leads within that list appear to …

Direct Marketing plans

Marketing Monday: My $25 Mistake

Scott CostelloAll, Blog, Featured, Lessons Learned, Marketing 5 Comments

Today’s Marketing Monday is a Lesson Learned all at the same time.  From time to time I’ll use different styles of envelopes for either testing or because I run out of my normal ‘lopes (just made that up LOL) and steal some from my wife.  Her stash is usually full of nice invitation and thank you type stationary she gets from places other then the dollar store or Staples.  You know those stationary stores where it costs $30 for 8 greeting cards and …

Marketing Monday: Refine Refine Refine

Scott CostelloAll, Blog, Marketing 5 Comments

One of the biggest items that takes most of my time in the evenings is preparing the mailers.  I’m always keeping my eyes and mind open to ways of speeding up the process.  Actually printing the letters and the envelopes takes a decent amount of time when you have to print hundreds of them.  I usually print out all the letters first and then come back and print the envelopes.  Both the notebook paper and the envelopes I use have …

Beta 5 – Tutorial #5: Exporting Leads To Excel

Scott CostelloAll, Blog Leave a Comment

Tutorial #5: Exporting Leads to Excel On occasion you’ll need to export some of your leads.  You may need to upload mailing addresses into Click2Mail.com or send them off to the person answering your calls.  What ever the reason, Beta 5 can easily create this export for you. The Quick… Check the selection box for each lead you’d like to export.  To select them all, select ‘Select All…’ under the ‘Action’ menu Under the ‘Action’ menu, click ‘Export Selected’ and …

Beta 5 – Tutorial #4: Deleting Lists and Leads

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Tutorial #4: Deleting Lists and Leads With out a doubt, while organizing your leads, you’ll come to a situation where you want to delete one of them or even an entire list from the system.  In this video I will show you how to quickly and easily delete what you want. The Quick…. Delete Leads Check the selection box for the lead(s) you wish to delete.  If you want to delete all the leads, click the ‘Action’ menu and select …

48 days

Scott CostelloAll, Blog, Featured 8 Comments

48 days from becoming a father With January in the books already, I’ve only got 48 days till I officially become a father for the first time. It is an amazing thought and puts a warm feeling in my heart every time I add a new piece of furniture or hang some tiny, yet oh so cute baby clothes in the nursery. One of the most amazing parts about becoming a parent is how generous the people around me are being. Everyone …