Many systems over-look this as it is not exactly new technology any more, mail merge has been around in offices up and down the land for many a year. Potentially a bit of a mystery except to a select few in each office, mail merge is designed to make personalising letters or documents a doddle.
Direct mail is still an effective vehicle when used in a targeted manner, especially when it is part of a wider communications plan with web, email, text etc.
Well it’s even more of a doddle with InTouch.
- Create your Word document as normal
- Upload into InTouch and the system will personalise with contact details from your database
- InTouch will then sort all the address labels too
- Store & link the document to any contact record so accessible by anyone in the future