Whether you’re gearing up to send a special turkey day greeting, a holiday card, or an email to ring in the New Year, it’s important to use your ACT! database as a great resource to make this much easier and save you time.
First, do you have a way of identifying which contacts in your database should receive your greeting? If not, that’s the first step. A good way of doing this is with a “Greetings” field in your ACT! database that has a multi-select dropdown. Here’s a step-by-step on how to set that up:
1) Make … [Read more: Getting Your ACT! Database “Holiday Ready”]
