Authored By: Elizabeth Kapamas
As the holidays are approaching, your firm may want to wish your clients a personalized Merry Christmas and Happy New Year, but emailing them all individually proposes a time challenge. To show that you care about your clients and make time to do so for any holiday, newsletter, special event, or announcement, having a CRM (customer relationship management) can help by automating these emails for you to each individual client.
Platforms like iContact, MailChimp, and ConstantContact make it easy and affordable to digitally upload your list of clients through a spreadsheet and send them a customized e-mail, and automated follow-up emails, with easy-to-use templates available for your use versus creating something generic. You can even apply your law firm's branding and create your own templates to repurpose.
You can also easily create different groups for different types of contacts in case you have an email for a targeted audience. Once your emails have been sent, you can also monitor their success rate by measuring the number of clicks and responses in the CRM system’s analytics. These numbers will help you continue to build stronger content based on feedback.
Planning your emails and using automation tools to help send them can save you time while maintaining a connection with your contacts.