Best Practices for Customer Postcards

It’s important to note that effective use of the Auto Postcard function hinges on good customer list maintenance.  If customer birthdays are wrong or if a customer has changed his address, you could offend someone or at least, waste the cost of the card and postage.  We recommend the following best practices:

 

1.  When adding anything to the schedule, please remember that these cards go out WEEKLY, not monthly.  Therefore, anything you want to add to the schedule should be scheduled according to what timeframe you want it to hit mailboxes.

2.  You can preview the cards that are scheduled to go out that week, any day from a Monday to a Thursday before 11:00 p.m. by going to Customer Find Load Settings and choose which postcard you want to preview and highlight it.  Select OK and then OK once more.

3.  When you close up for the day, DO NOT TURN OFF YOUR PC, SERVER, OR ANY COMPUTER THAT WE SET UP THE TASK ON, usually on Thursday evenings. You can put it to sleep but do not turn it off. If you do the cards will not run and will not be ordered.

4.  If you change an admin password on your server PC and the password is not changed in the task, your cards will not go out.

5.  Periodically, at least twice a year, review your customer database to ensure the accuracy of your information.

6.  Occasionally do a manual filter of customers using the same filters of your postcard presets and view the results to ensure the list matches your desired results.

7.  Train your staff to take a moment with customers to review their information whenever they come into the store.

 

If you need any assistance with setting up your Automatic Postcard Scheduler or presets for postcards, please call us at 1-866-580-3343 x 9903 or email us at service@ajsllc.com.