You can create your saved cards by choosing a consultant ecard, and then creating it and rather than clicking next, there is a button to let you save it without sending it. Many of my cards come from the Create-A-Card tab, so that I can even put in my own subject line. Other cards don’t have to have a subject line, so I use the generic ones. I noticed that many of my pictures for cards are from their old selection and many aren’t even available right now, but they have very nice ones in the create a card category to use.
Then I schedule the END of the month cards about a week before the end of the month. I send the “End of the month is fast approaching” card immediately. I also send the A3 END cards immediately. To find that info, I go to production and click the A3s who HAVE placed an order this month and then go to those who have NOT ordered this month and send an A3 card to each of them to remind them once again of their A3 status. The reason I have two different cards is that if an A3 placed an order earlier in the month, she may be only a few dollars away from a $200, and if she places another order to reach $200, she would be A1 status again.
You can schedule the cards to go out when you want them to, by clicking the little calendar above the date when it is to be sent. You can reschedule it to go on the 2nd to last day or whenever you want a card to go out. The birthday and anniversary cards go out automatically on their birthday, so I always schedule the next month so I don’t miss a birthday that is at the beginning of the new month.
I used to have the cards worded so that I had to change something each month. Now I have them worded so that they work each month without me having to change any wording. I can have them send in a matter of minutes. My consultants have told me numerous times how much they appreciate both the e-mail reminders and the post card reminders. I try to make it sound like I’m doing them a favor (courtesy reminder) and not just hunting for production. It has to be “what’s in it for them.”
Sometimes I get a consultant who gets the A3 reminder and she isn’t sure why she got it (she doesn’t understand earned discount privilege), so I explain it once agin and tell her the cards are auto-generated and just ignore it. I don’t want to panic anyone and sometimes it does when they are extremely part-time.
I don’t worry about changing up the cards because if someone gets a T1 card, she can only get it at the most twice a year. (6 months before she becomes T1). By then, she’ll forget!! The A3 people appreciate the reminder and don’t mind getting the same postcard every three months or so.
I send an A2 postcard, thanking them for their order last month and reminding them that they have the Earned Discount Privilege for the rest of this month and the following month. That way, I don’t have to worry about sending a postcard each time someone orders. I do all A2’s (they placed a $200 or more last month) at one time once production is updated. You get that info from the consultant list (the list that has all your consultants by alphabet…you click on b to get all the b’s, etc) and up in the filter area near the top, you can sort by A2s.
Basically, my wording for my postcards is about the same as the e-cards. Again, generic, so I don’t have to recreate each month.
I’ve posted some of the pictures of the cards to show you the subject line I’ve chosen to use. But then I also copied and pasted the wording in case you want to use some of the words.
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