Targeting For Success - A How To Guide
Clientcomm's series of target market newsletters have been created as a response to listening to our clients. What many of you were telling us was that you want to send your clients highly relevant messages that fit their unique interests and pain points. You want your clients to feel like you really understand what's important to them.
But just how do you go about getting these new targeted newsletters out to your clientbase?
Step-by-Step Guide to sending the target market newsletters
STEP 1
Choose the target market newsletter you want to send. Here is a list of the available newsletters as well as our suggested target market criteria:
- Under 50s
- Over 50s
- It's Your Super - SMSF newsletter (age 30-65)
- Caring - Aged Care newsletter (age 45+)
- Financially Savvy - Money Tips for Women (Females age 18-65)
- On The Ladder - Property and Mortage newsletter (age 20-55)
STEP 2
Download a spreadsheet of your contact list from your database system (ie. COIN, Xplan, Saleforce.com etc)
STEP 3
In Excel, divide your contact list into the target market groups.
Under 50s and Over 50s newsletters:
- sort your contact list by age
- create a spreadsheet for all people aged Over 50
- create a spreadsheet for all people aged Under 50
Financially Savvy - money tips for women newsletter:
- sort your contact list by gender and age
- create a spreadsheet for all female contacts aged between 18 and 65.
It's Your Super - SMSF newsletter:
- sort your contact list by age
- create a spreadsheet for contacts aged between 30 and 65
Caring - Aged Care newsletter:
- sort your contact list by age
- create a spreadsheet for contacts aged 45+
On The Ladder - property and mortgage newsletter:
- sort your contact list by age
- create a spreadsheet for contacts aged between 20 and 55.
STEP 4
Prepare each list for uploading into Clientcomm's CCP.
- delete all columns except for firstname, surname, email
STEP 5
Upload each list into a group in Clientcomm's CCP.
Click here for a instructions on how to creating mailing groups
STEP 6
Send the target market newsletter to the relevant group.
Click here for instructions on how to send a newsletter.
Click here for more information about our target market newsletters.
If you have any questions about the target market newsletters please contact us.