Important Heritage 2023 Dates

Databases and Invitations

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Databases/Invitation List

Excel File Due 2/28/2023

Your respective agents will need to provide you with a list of their clients' names and addresses. This list should be emailed to DebiPollard@CharterOneRealty.com no later than February 28th. Based on your list, Jeffrey will give you the counts for printing. It's really important to have a complete/accurate database upon submission. Last-minute revisions to the databases affect the counts and tend to slow the process.

Database Reminders

Please Read

Databases should be in an excel file and titled with the Agent's name.

The file should include this information:

Title
First Name*
Last Name
Company
Address 1
Address 2 ( Apt #, Etc.)
City
State
Zip

*any "full name" databases will need the full name record in the first name column.

For the bulk mail discount, the database needs to have over 200 deliverable addresses. Otherwise, they will be mailed First Class.

All databases should be in the format listed above.

If the agent wants their database in alphabetical order, the database must be sent to Debi in alphabetical order. That information needs to be included in the notes.

Databases under 100 records will not be “scrubbed”/validated. Expect some returns as some will not be deliverable.

Any databases 100+ will be “scrubbed”/validated unless directed otherwise. This will generate an Undeliverable List of records that will be sent to the Marketing Specialist or agent directly.

All databases are to be sent to Debi for review. Please do not send personal databases to the Bulk Mail Center directly.

Invitations

PRINT READY FILE DUE 3/10/2023

Invitations and Mailing Deadline:

As in years past, please add the agent's name and headshot or logo to the front of the card. How you customize the back of the card will be up to you and your agents. However, you must include a return address (if mailed as a postcard) and the wording "This is not a Tournament Ticket" on the back of the card. Please leave the back right side blank for mailing, no bar across the top or bottom. Postcards can be printed and cut at bulk mail. Please send the print and mail center the high-quality PDF just as you do with your other print/mailing jobs. Invitations are .15/each and are best printed in multiples of 6.

Print ready invitations should be sent to the Print and Mail Center no later than March 10th