New Monthly Postcard Process
- What: With the transition to Compass, the process for sending out your monthly postcards has changed. The Compass CRM operates differently than the PorchLight system, and while this new process does require some agent participation, we’ve built in multiple options so you can choose the level of involvement that works best for you!
How It Works: In the Compass CRM, staff cannot export your contact list on your behalf. This means agents will need to select one of our options below.
Options: We strongly recommend Option 1 as the best choice, but have two options for you:
- 1. Automatic Forwarding Setup
Schedule a quick, 5-minute meeting with our team. We’ll help you set up a Gmail filter that automatically forwards your CRM exports to us. Once that’s in place, we’ll handle pulling your list every month—no further effort required from you. You’ll just need to stop by your front desk to talk to your ESM, or reach out to us at [email protected] to get it set up. - 2. Static List on File
Send us one exported list and let us know you’d like to use it on an ongoing basis. We’ll use that list for your postcards until you tell us otherwise. If you update your CRM in the future, just send us a new list and we’ll replace it.
- 1. Automatic Forwarding Setup
- Important Details:
Order Timeline: Postcards are ordered on the 20th of each month for the following month.
Missed Lists: If we don’t have a static list on file or forward set up, your postcard will not go out.
- A Note on Data Privacy: We recognize this process is less convenient than what you’re used to. Please know we’ve already raised this concern with the Compass tech team and requested a more seamless solution for the future. For now, the system is designed this way to protect your data privacy—ensuring that only you (or those you explicitly trust) have access to your contacts.
