Add a new client to the long term follow up system

Use this form to add new leads to the "anti-charge-back" system. This will start an automation process to send direct mail as well as emails to your client over the next 12 months.

First Name *

Last Name *

Phone *

Email automations will not occur if you don't add an email address for the client. Email is NOT an required field.

Birthday automations will not occur without adding the date of birth for the client. This is NOT a required field.

Date of birth

This is the address where all direct mail will be sent

Address

Street Address *

City

State

Country

Postal code

Information about this lead

Should we send the "Thank You" letter right away for this lead? (If this is a new sale, you probably want to send the thank you letter. If this is an older client your adding, the thank you letter will not be needed)

Send thank you letter right away? *

What marketing should this client receive? *

Please define when the lead will be added to the automation. If this is a new sale you probably want to wait 30 days. DO NOT select 'now' if you also selected 'yes' for send thank you card, this will cause 2 pieces of mail to be sent at the same time.

When should the first automation start? *

Authorization Code: *

Please enter your authorization code to add this customer to outbound email and direct mail automations.