Records Management Tips for Small Businesses

Document Management Tips For Small Businesses | Gobeithio

For many businesses, the focus of records management is on the organisation and storage of documents. They want to be able to securely store their business documents in a way that enables quick and easy access. At this level, the goal is business efficiency.

Record keeping systems can range from paper-based systems (think: cute-coloured manila folders) to slightly more complex computer (Windows Explorer) or cloud-based ones (Dropbox, Google Drive or perhaps even Evernote). Ultimately, the type, size, and complexity of your business is what determines the best record keeping system for you. I have to say though, most of the clients I work with have embraced cloud-based storage as the way to go and it works well.

In addition to keeping good records, is the equally important piece around knowing which of your business records need to be retained and for how long. Typically, these cover records that have a taxation implication. Here the goal is compliance.

Read moreRecords Management Tips for Small Businesses

How to: Send a Mailchimp Email to Multiple Groups in Your Master List

mailchimp-email-marketing

Q: I’d like to send a blanket 50% off offer to a few groups in my master list. Can I do this as part of one campaign?

A: Sure you can! To send your offer to multiple groups while in the campaign builder, just follow these steps that I’m sharing in this blog.

Read moreHow to: Send a Mailchimp Email to Multiple Groups in Your Master List

How To: Import Contacts into Your Mailchimp Account

MailChimp

Q: I ran an online event using Eventzilla recently, and want to import the contacts from that event into MailChimp. How do I do this? A: It’s super simple to import your contacts into MailChimp and I’m excited to show you the precise steps it takes to do so. Before we dive in, if you want to take your knowledge of MailChimp to the next level consider learning how to add a countdown timer to your emails and how to paste text into MailChimp without messing up the formatting. How To Import Contacts Into Your MailChimp Account Step 1: Let’s assume you have an Excel spreadsheet with three columns of …

Read moreHow To: Import Contacts into Your Mailchimp Account

How To: Add a Countdown Timer to Your Mailchimp Campaigns

MailChimp

Q: I have designed a promotion that I’d like to send to my email list. It is going to be a limited time offer. How do I insert a countdown timer into my emails? A: Adding a dynamic countdown timer to your campaign emails introduces a sense of urgency and can be a great way to nudge your audience to act promptly. A tool that has come highly recommended for this sort of thing is called MotionMail. Their timers are delivered as an animated GIF and they display the actual time remaining on your countdown at the moment the user opens their email (not when you sent it). Adding a …

Read moreHow To: Add a Countdown Timer to Your Mailchimp Campaigns

How To: Paste Text into Mailchimp Emails Without Messing up the Formatting

Mailchimp

Q: Why does the text that I copy-paste into MailChimp cause my formatting to go haywire? How do I fix it? A: Firstly, I want to say that MailChimp is great for small businesses! Now, let’s dive into your question. When you do a straight copy-paste from an application like Microsoft Word into MailChimp (MC), you’re also bringing across HTML code that you don’t see. This messes with your formatting and can get quite frustrating to fix in MC. It’s almost always easier to strip your text of all formatting, and then to work within the MailChimp environment. Here’s what I do: Step 1: Select and copy all the text …

Read moreHow To: Paste Text into Mailchimp Emails Without Messing up the Formatting