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| Add, Import (or have us import!) your contacts directly into
e-Relationship. |
| Once your contacts are added, you can view the ones without email addresses and make a
quick phone call to the prospects and clients whose addresses you need. Organize your database by creating
group specific categories such as: A-Clients, Clients, Prospects, Over 55, Church/Synagogue or Local
Organization Members.
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| The first time a new contact is entered into your database, e-Relationship will instantly
send out a "welcome" email loaded with informative and professionally written content. |
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Set it and Forget it
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The Auto-Emailer tab enables you to customize your touch-point strategy by turning on and off the mailers
and selecting which groups to receive them. Set it up and just wait for the requests for contact!
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- 7 e-Brief Storyboards
- 5 e-Checklists
- 4 Holiday e-cards
- 3 Birthday e-Cards, Spouses Birthday e-Card & Wedding Anniversary e-Card
- Up to 15 Monthly or Quarterly Liberty e-Newsletters (optional)
- 4 to 12 Auto emails with url/link, which YOU define.
Maybe a link to pertinent
online article or your business website?
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| In addition to the Auto-Emailer feature, you can send any of these
mailers out yourself at any time, or set one up to be sent on a later date. You can also
use the "Individual Mailer" feature for those last-minute birthday cards, thank
you cards or appointment reminders.
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e-Relationship will send you an instant email alert when a client or prospect has requested
contact or sent a thank you message for your thoughtful gesture! Make sure to call them with
your phone appointment script in hand!
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| For in-depth reporting on your mailings, view the History tab. Here you will find
complete lists of all of your mailers broken down by month and item. Find out who's opening them, when they
were opened, and how many times they were viewed! We've even created a "Hot List" that you can print
off, making it easy to call everyone who requested more information.
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