You go to a business meeting or networking event and come back with a bunch of business cards. Now what? Use WeMeUs Email Assistant for fast followup! Beyond the CardAutomation and technology come slow to the
the meeting business. A growing number of mobile applications enable exchange of contact information between users of that application, more about those here. That requires both users to
have the same software and compatible devices. So it's seen limited
use at this time, though that
may change n the future. Business card scanners can be a excellent investment if you attend
a lot of meetings. Scanners aren't perfect. You'll need to review the
results and re-enter or update 20-30% of the scans. There are also alternatives that let someone else do the work, more about those alternatives and scanners here.At some events the event organizer may share registration info. Or
the organizer or group may provide a member directory where you can download member VCF cards, download
the database to pick out the people at the event, or just cut and paste
member info. Use WeMeUs Email Assistant for Fast, Effective Networking Followup New Contacts
Have just a few cards to enter? Follow up in just a few steps! - Click Add Contact. Enter their
name, email address, company, tag, and any notes while they're fresh in your
mind. Click Save and add another contact to repeat.
- Go to Dashboard and the
New Contacts section. Check the box to the left of each name that you just entered. Click Email Assistant.
-
The Email form will display. If you click the To: button, you'll see all of the attendees in the address box. Select Mail Type of
Individual to send a direct email to each person. If you have just a
few more minutes, select Mail Type of Customized to write a separate personal note for each recipient.
Write a quick
followup email ("Hi =FN=, I really enjoyed talking with you at the XYZ event
earlier this evening...)". Use the Greeting and Personalize listboxes to insert mail-merge commands like =FN= that are replaced by the recipient's name, company, or other field. Click Send. If you selected Customized mail, the system will pause
between each email to let you edit the message for each person
New, Existing or List of Contacts
Have a larger list or already know a few people? Here is a complete guide. Create a unique tag for the event, such as Oct29Party. This makes the attendees easy to find later.
- If you obtained a file of attendees through scanning, from the organizers, or a group directory, import it with the event tag.
- If you know some of the attendees, search for them using a unique part of their name or email address. Click on their name in the search results to display their contact record. Edit the record to add the tag, any notes, and Save.
- If you're manually adding people from business cards, click Add Contact. Enter their
name, email address, company, tag, and any notes while they're fresh in your
mind. Click Save and add another contact to repeat.
- After you've added everyone, search for the tag to display the attendees.
- Select the attendees who want to contact by click the box to the left. To select all of them, click the first box on the left at the top of the results. Click Email Assistant.
-
The Email form will display. If you click the To: button, you'll see all of the attendees in the address box. Select Mail Type of
Individual to send a direct email to each person. If you have just a
few more minutes, select Mail Type of Customized to write a separate personal note for each recipient.
Write a quick
followup email ("Hi =FN=, I really enjoyed talking with you at the XYZ event
earlier this evening...)". Use the Greeting and Personalize listboxes to insert mail-merge commands like =FN= that are replaced by the recipient's name, company, or other field. Click Send. If you selected Customized mail, the system will pause
between each email to let you edit the message for each person
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