We are looking to starting a Snail Mail (you know - sending an actual piece of paper to people 
) campaign to some of our contacts.
I can see how to download the contacts to create the Mail Merge and send the Snail Mail. But I cannot see how to upload this ‘Activity’ back into Copper - so we can keep track of when we sent the last mailing.
Any thoughts or best practices?
Thanks in advance.
- Dave
+7
Hi
So, you’ve exported a list to use for a mail merge. Now you’ve sent out those mailers, and we need to make sure there’s an activity logged for each of those contacts who were sent a mailer.
You’re right that there isn’t a built-in way to do this in Copper. We do have a Google Sheets tool that you can use to import activities - instructions here. I’ll can seem a bit daunting at first, but essentially it helps you use our Google Sheets Add-on to:
The other option is to individually flip through each contact and log the activities manually…
If you can think of your ideal way to do it, I invite you to submit an Idea for our product team to look at!
I hope that helps :)
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