Maximizing Email Efficiency: Tips for Organizing Contacts in P3 as a Consultant

[Jennifer E]

I am a new consultant and was wondering something about email. It appears that P3 does not have the capablilty to interface with email so we can email from P3 ( which would be really nice)...unless I am missing something. So, I was wondering if when entering PC customers into my email address book, I should just enter everyone into one group or if I should enter them by show. What do you do?

 

[cookinforyou]

I am no expert but I do enter them in on every guest and I export to a csv file and them import to my email account. I don't think we can email directly from P3, I do use the groups but would like to see them give us more report options.
Perhaps one of the more seasoned consultants will have a better answer.

 

[NooraK]

You can't email directly from P3, but you can sync your contacts with your PWS (avoids extra typing) and send Customer Connection emails from there.

Some (like me) use a 3rd party email client service like iContact, ConstantContact etc. Paulette mentioned a new one I hadn't heard of before recently: MailChimp (have to check that one out). It does involve a cost, but I don't have to hassle with tracking unsubscribe requests, and I know my emails are more likely to get through.

Whether you use your PWS, email program or another service, I do recommend grouping or segmenting your contacts. That way, you can send emails geared to recruit leads or hosts without having to remember who is who.