While you are at the youth hockey org site employing #1 or #2 above, remember that we are trying to log every youth hockey org we can into our d-base, regardless of whether we can email them. Also, we are learning how to be more efficient every day. I wanted to pass along these refinements to our recommended approach when you hit these speed-bumps:
- for situation #1) you should get whatever data you can into the system and type noemail@noemail.com. That way we have the org logged in and can try to triangulate getting emails by other means down the road.
- for situation #2) get whatever data you can into the system and type internal@email.com and then copy/paste from a new template I have added for each of you in the public email folder (will be part of drop down no matter where you are emailing from.) This template is text-based and reworded to minimize customization. All you need to do additionally is copy/paste the header and key in the person's last name. Then send via the internal system. Be sure to convert lead to contact/account after sending email and I strongly recommend you make a note in the contacts notes section to record the fact that you sent an email.
No comments:
Post a Comment