Postcards are a great tangible reminder for clients to continue caring for their pets. To make sending and personalizing post cards easy, we've partnered with PostcardMania. In this walkthrough, we go over:
Tip: If you want to send postcards in house, follow these directions to Step 2. Then, you can use Mail Merge in Excel with your exported reminders list.
Step 1: Export a Reminder List from Shepherd
From your Shepherd dashboard, click 'Reminders.' From there:
Click the filter icon next to 'Due Date' (pink)
Select the date range you want to send reminders for (green)
Click the 'Download CSV' button on the right side of the screen
Step 2: Prepare the Reminder List
Open the CSV file to review and clean up the reminder list.
Sort Patient Status column so it groups all patients by status (active, etc)
Delete the rows for all deceased and inactive patients
Note: Shepherd does NOT send email notifications to deceased or inactive patients. The data is saved, which is why you can see it on the export.
If a patient has multiple reminders, copy/paste the titles into one cell (green and pink)
Delete the rows where the other reminders (orange)
Save the document as either a .csv or a .xlsx document.
Screenshot from Google Sheets
Tip: Try to keep your reminder titles to under 75 characters so they don't get cut off.
Step 3: Create a Postcard Design
Head over to our PostcardMania page.
If it's your first time using this service, you'll need to create an account. But, if you already have an account, you can log in to use your previous designs. Once you've created your account or logged in, you'll be able to design your cards.
To design your postcard:
Select the postcard size
Choose how many you want to send
Click 'Choose a Design'
Once you've selected your design:
Choose "Veterinary Appointment Reminders"
Pick the design you want to customize
Click "Personalize Now".
Note: depending on which design you chose, specific steps and options will vary.
Regardless of which template you choose, you'll be able to personalize
Campaign options (clinic logo and/or imagery)
The front and back of your postcard
Step 4: Upload Your Reminder List
Once you've finalized your design, upload your reminder list.
Tip: Remember, PostcardMania only supports .csv and .xlsx files.
Step 5: Proof and Approve
After uploading your reminder list, you will review your proof and approve the order.
Step 6: Complete Payment
The homestretch! With everything buttoned up, all you'll need to do is put in your payment information. Then these reminders will be off post haste!