Mary Wu, Virtual Assistant

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Tips and Tricks for October

Every month I will be doing a posting on timely tips and tricks. For the most part, these will be guided by the questions I run across from clients or while networking. In other words, if I have to dig out information, I’ll pass it along instead of having others need to look up the same information.

Scheduling multiple people. Okay — first I have to admit that I didn’t find this on my own. I found it on the blog at barrymoltz.com. Doodle is an easy scheduler. You create a poll, invite participants, and then confirm the date and time that the most people are available. Instead of having multiple emails flying back and forth, you can get all of the information in one place. And it’s free. The only question I have is, “Where was this when I was trying to arrange meetings for multiple professors when I worked at the University of Illinois?”

Emailing multiple people. Every now and then you’ll want to send the same email to more than one person. Some email programs allow you to do this automagically, but Google doesn’t have a “mail merge” button (like Microsoft Access does). However, if you know where to look, Google does have a way to do mail merge. This 8-minute video gives a clear step-by-step how to. (Thank you Anson Alexander).

Limit your reading time. There are quite a few blogs that I follow. I get resourceful and timely productivity tips from Evie Burke at One Insight Closer. As mentioned above, I find useful information at Barry Moltz’s blog. It would be nearly impossible to keep up with the social media industry without reading Social Media Examiner. There are others. But I do not have time to visit all the blogs I read every day. I do spend a few hours a week checking all the postings by using Feedly. It took a bit of organizing to group the information I read into different categories, but now I can take a few minutes to an hour with a cup of coffee and read all of my news or short bits of it.

Comparing email Services. There are many email service providers out there. I have used MailChimp and AWeber, but those are the only ones I have first hand experience with. I found this article from April 2013 (before the MailChimp change) that describes some of the providers.

“E-troducing” people. One way to be known as a person that is a valuable resource is to help connect people. You may often meet someone that you think would be a great client, provider, or power partner for another person (for instance, a realtor and a mortgage broker).  I spent some time struggling with the right “formula” for doing email introductions. One day I decided that I was going to write a template for doing introductions, but (as I often do when trying to figure something out) I wondered if someone had already done this. I did a search and found a great article on the Forbes site about email introductions.

Image courtesy of Ambro at FreeDigitalPhotos.net

Doodle Saves Time (barrymoltz.com)

Create a Mail Merge with Gmail and Google Drive / Docs (YouTube.com)

Comparing email services: Aweber, iContact, ConstantContact, MailChimp, and MadMimi (changetheworldmarketing.com)

How to make the perfect email introduction (forbes.com)


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