Updated almost 9 years ago on . Most recent reply
List setup for mail merge
Finally hung my license w a broker and want to send a letter to the 700+ people on my SOI list. I plan to send a nice letter to each in the beginning and then follow up every month or so w a timely informative post card. Maybe one day I'll begin sending emails.
No idea how to format the list or what might be required to get the list in a usable form. So far I have the list in excel but the first and last name are not separated and neither is the zip code. I just did a quick and dirty download from my business billing software.
I'm sure some formatting needs to be done. Is there an easy time efficient method? Do u hire out for this?
Is the formatting consistent throughout diff mail platforms / types.
I've been doing direct mail for a decade but a list gets mailed to me and my assistant just addresses the letters. This is both expensive and inefficient. I need to update this as I begin my real estate endeavors.
Much thanks ahead of time
Jason BK
Licensed Realtor Tucson AZ



