Keep In Touch

Reaching out to customers through newsletters and offers can keep people informed of your new products and services, affording your company another level of economic success.  As we are all busy running the day to day aspects of our life, it can seem like a daunting and time consuming task. This is where PROBILL can help ease some of your stress.

email documentsSites like Facebook or Twitter can help with communication by blasting out updates to many customers all at once. Another great thing about sites like these is that they can reach a large number of people quickly and require only a very simple setup. Sites like these also help build your web presence when you can get people communicating with you it shows up on their news feeds and can also increase your links to help rank your website higher.

Other ways to keep in touch with customers is to send out newsletters or other documents to your customers via regular "snail" mail or email. Probill makes it easy to send out letters and newsletters to customers. To do this simply create a document in our Document Editor by selecting Setup from the Main Screen and then selecting Documents. From there you can either edit an existing document or create a new one. You can also import a document from Microsoft Word by selecting Create and then File > Import and finding the document you want on your computer.

The great thing about Probill's document editor is that it's easy to customize documents so that look like they are going to one customer in particular without the need to individually create them. For example, you can begin your letter with something like: 

Dear Customer, 

Probill can fill in "customer" with your exact customer's name, so that it looks like the document was created specifically for them. These fields are called "keywords". You can customize a document in this way by any of the fields you have on your customer information screen. 

The way to do this in the document editor is to choose where you want to enter a keyword, such as "customer name". In Probill's document editor select Insert Keyword from the drop down menu at the top. When the menu pops up you'll be given a list of all of the available keywords. 

In the "Dear Customer" example you would type in "Dear " and then select Insert Keyword > Billing Address Info > Billing Contact. Probill will insert the keyword [BillingContact]. You can always tell what keywords are being used in your document by the brackets.

When you have your letter made up the way that you want it and are ready to print or email your document out go to the customer information screen. You can print or email your document to an individual customer by pulling that customer up and selecting documents from the menu on the right of the screen. Then choose the document you would like to send and select either Print or Email.

If you would like to print or email the document to multiple customers you can do this by going to the Customer Information Screen selecting find and searching for something the customers you want to reach out to have in common. So for example if you wanted to print and mail documents to all of your customers you might search by the state you are in. If you want to email all of your customers then you could search the email address field by the @ symbol. This function will pull up a list of your customer with a button to "Print Multiple Documents" at the bottom. If you click that button you will be able to choose the document you'd like to send and then wither print or email it. 

All in all, keeping in touch with customers is a great way to connect with them about promotions, news about your company, and educate them about new features you'd like to promote. It also lends a hand in giving your company a face, building your image, and increasing awareness about your brand and company identity.

What other techniques do you use to reach out to your customers?

 


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 qaoqoanh
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