Happy New Year!
I wanted to get some thoughts from everyone regarding how you do or would handle this situation.
Being in the Contracting business, our primary Client base is residential but we do have a handful of Property Managers/Owners with multiple locations.
How would you go about putting this information in IS?
Right now - I’m a bit embarrassed to say that when we first started using InfusionSoft, we just added a new Contract Record for each address - For example:
Glover - 123 Main Street
Glover - 657 East Street
So, this just became our Policy and I know it’s not the right way to do it. Surely there is a way?
This could turn into an expensive issue if I don’t handle it now - When we send Direct Mail for example, we’d only want the ONE Property Owner to get it (And obviously the name to not show the address). Right now, I make a mental note to Tag them to suppress the mailing.
Same with any campaign emails…
As I get more comfortable with the system - My first thought is to update the address information within the Order???
And yes, it’s true - I am not using Name Merge Fields because of a handful of property owners…SMH
Thanks in advance!