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Updated almost 8 years ago,

User Stats

59
Posts
30
Votes
Jason K.
  • Real Estate Agent
  • Tucson, AZ
30
Votes |
59
Posts

List setup for mail merge

Jason K.
  • Real Estate Agent
  • Tucson, AZ
Posted
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

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