Requirements
To use this feature, you need a SendJim account. If you don't have one, you can easily sign up as it's a powerful tool for automating your mailing tasks.
Connecting SendJim
Navigate to the Dream 100 Tab: Click into a record.
Click the Send Mail Button: You'll see a notification if your account isn't connected to SendJim.
Connect to SendJim: Follow the prompts to link your SendJim account.
Using SendJim for Employee Mailings
Once connected, a Send Mail button will appear in the employee section.
Sending Mail
Access Employee Information: Ensure all your employee details are up to date in the system.
Select Mail Type: Choose the type of mail you want to send, such as:
Birthday gifts (brownies, cookies, caramels, Starbucks gift cards)
Work anniversary letters or gifts
Verify Address: The system will confirm the employee's address before sending.
Scheduling and Recurrence
One-time Mailings: Send a mail for a specific event.
Recurring Mailings: Set up mailings to recur annually, such as on birthdays or work anniversaries.
Steps to Send a Recurring Mail:
Select the Send Mail button for an employee.
Choose the occasion (e.g., birthday).
Set it to recur annually.
Click Send.
Tracking and Settings
History of Sends: View your past mailings.
Adjust Settings: Modify your preferences as needed.
Benefits
Saves Time: Automates the process, freeing you up to focus on other tasks.
Increases Employee Engagement: Regular recognition and gifts can boost morale.
Enhances Retention: Employees feel valued, leading to higher satisfaction and retention.
Support
If you have any questions or need assistance, our team is here to help. We aim to make your life easier and enhance your employee engagement.
Tags: Direct Mail, SendJim