4. Set Up Your First Automation


We highly recommend you start with a campaign that re-engages the leads or contacts you already have.

Examples of some ideas we can help you execute:

  • Sending Automated Birthday or Holiday cards to your past client database.

  • Sending automated retargeting postcards to your anonymous website visitors.

  • Sending automated thank you notes and gift cards to people who send you a referral.

  • Dropping something in the mail to help generate more engagement from sales leads and purchases that occur on your website.

If you'd like to see specific examples, or would like help implementing any of the above for your business, you chat with us from the dashboard or click here to schedule a 1 on 1 concierge session.