Marketing with Queries Improves Client Retention
Organizations that keep in contact with their clients benefit greatly. Something as simple as a birthday card printed with our included mail merge can keep your clients coming back. Thank you notes emailed or mailed to new clients can also improve retention, just create a message, query for all clients with status "New" and merge.

Every day we receive coupons in the mail offering what appears to be a better deal than what we have with a different service provider. In order to insure growth and retain clients you must keep in constant contact with your clients. This can be done through a variety of ways with ClientMagic's query engine. You can take advantage of our email capabilities, print birthday cards, or mailing labels.

To create a birthday card, first design one in Microsoft Word. Microsoft has some templates in Office On line that are pretty good, or you can create your own custom card. Offer the client a congratulations and something special they can uses at your shop, like a free comb out or bottle of shampoo. After you have created and saved the card as a html file (web page) in Word, click on the lookup tab, then query at the top. Click the + and create a new query call it April Birthdays in the tip line (you are storing your clients birthdays on their profile aren't you). From the query line Choose table Client, then Operator =, then field Birthday, and enter 04 as the query and save it.

Click on the query you just created and click search to reveal a list of all clients with a April birthday. Next scroll over to your birthday card and click it. If you want to personalize it with the clients name, click the Edit button on the top to open the document click where you want the client's name, and from the list on the right double click the desired field. New all birthdays cards will carry the clients name, pretty nifty stuff !

We recommend you also create a "Thank You" for all clients marked new. After you do this you can change all the new clients to "Active" globally using an option in our utility menu. Do this on the 1st and 15th or monthly, you will be pleasantly surprised with the results.