Holiday Cards

Methods for Managing the Holiday Card Process

There are three common methods that firms use to manage the holiday card process. Click the links below to learn more about how to use each method.

• Assignments: When multiple professionals sign a single card, we recommend using Assignments to manage the process. If you're using assignments, be sure to check out our free Holiday Card Mailer Tool!
• Fields: This method is often used when each contact has a single signer for a card. Information can be added to a field which can then be exported or merged into an email campaign or a document (labels, envelopes).
• Categories: Using Categories is another great way to indicate which contacts should receive a holiday card from your firm. A single category or multiple categories can be utilized to manage the process.