SendOutCards - Setting Up My Annual Client Birthday Program
Real Estate Sales Training

SendOutCards Pricing – Which Plan is Right For You?

As a realtor, it’s important to create long-lasting relationships with your clients. So how can you put meaningful effort into your relationships, without totally draining your time and money? The answer is SendOutCards, a web-based system that will automatically send cards and gifts to your clients on important dates. Below, we’ll go over SendOutCards pricing and how the system works, so you can figure out which plan is best for you.

What We’ll Cover

  • Why Use SendOutCards?
  • SendOutCards Pricing Plans
  • Which SendOutCars Pricing Plan is Right For You?
  • Importing Your Database to SendOutCards
  • How to Create Campaigns for Automated Sends
  • Getting Ready to Send

SendOutCards Realtors – Automate Your Client Gifting Program

Why Use SendOutCards?

In the real estate industry, an agent’s business often relies heavily on referrals and sphere of influence. That’s why it’s important to keep in touch with all of your clients, including past clients. SendOutCards is a great tool for your real estate business that can help you stay connected and top of mind with your audience.

And the best part is, once you input your data and customize your settings the system will automatically handle the rest for you

Over the past few years, I have personally used SendOutCards to mail birthday and anniversary cards to over 400 clients and counting.

SendOutCards Pricing Plans

There are a number of different membership options available through the SendOutCards platform. The number of contacts you can upload to the database, as well as the cost of cards and gifts, all depends on the individual plan you choose.

First, it is important to note that SendOutCards has two different categories for cards: Automated Send and Heartfelt cards. 

Automated Send cards have a future send date and more than one recipient. I use Automated Sends as a drip-campaign for birthdays, anniversaries, and holidays throughout the year. 

Because SendOutCards pricing is structured in a tier system, the more Automated Send cards you mail out, the more cost savings you get on each card. 

Heartfelt cards, on the other hand, have an immediate send date and only one recipient. You can think of these as one-off cards which take a little more involvement on your end, but are worth it if you have the time. You might send a Heartfelt card when someone has a baby or when you want to thank them for meeting with you over lunch.

Before we dive into the plans, keep in mind that postage is not included in the cost of the cards. Postage is typically about $0.55 per card. 

Basic Plan: $0.00 per month

With this plan, you can send Heartfelt cards for $2.75 per card. Automated Send cards follow a tiered pricing schedule, also starting at $2.75 per card and decreasing by $0.25 for every 25 cards you send. There is no discount for gifts sent and you can only manage a few contacts in the database.

Card A Day Plan: $37.00 per month

This is a great plan for giving you a taste of all that SendOutCards has to offer. You’ll get an allotted 30 Heartfelt cards per month, after which Heartfelt cards are $2.00 per card. Automated Send cards also start at $2.00 per card, decreasing by $0.15 with every 25 cards you send. You’ll get a 20% discount on gifts and access to SendOutCards’ Relationship Manager System.

Unlimited Plan: $97.00 per month

While this plan offers a bigger discount on cards and gifts, it isn’t necessarily worth the cost in my opinion, unless you are planning to use a lot of Heartfelt cards. Under this plan, you’ll get unlimited Heartfelt cards with postage included. Automated Send cards start at $1.75 per card and decrease by $0.15 for every 25 cards you send. You’ll also get a 30% discount on gifts and full access to the Relationship Manager System.

Unlimited + 100: $147.00 per month

With this option, you get everything that is included in the Unlimited plan, plus 100 Automated Send cards at no additional cost. Once you’ve used the Automated Send allotment, the cost of Automated Sends drop to $1.25 per card.

Unlimited + 250: $247.00 per month

This plan gives you everything from the Unlimited and Unlimited + 100 plans, along with 250 Automated Send cards at no additional cost. If you use your 250 Automated Sends, each additional Automated Send card is $1.00. 

Which SendOutCards Pricing Plan is Best For You?

Now that we have gone over the SendOutCards pricing plans, finding the right plan for you will depend on how many contacts you have in your database. 

Less Than 200 Contacts

If you have less than 200 contacts, I recommend the Card a Day plan. This will get you all the benefits that you miss out on with the free plan, at the cheapest price point.

Additionally, the Card A Day plan gives you 30 Heartfelt cards per month. While I don’t personally use the Heartfelt cards, you might find them useful for your business so this gives you a chance to try them out. 

200 to 500 Contacts

With this amount of contacts, I recommend the Unlimited + 100 plan. This gets you 100 Automated Send cards per month, or 1200 per year. So if you have at least 200 contacts and send mail to them quarterly (as I recommend doing), you will be at 800 cards per year. 

Over 500 Contacts

With this amount of contacts, you should go with the Unlimited + 250 plan. This gives you an allotted 250 Automated Send cards per month, or 3,000 per year. This means if you have 500 people in your database to whom you send four pieces of mail per year, that’s 2,000 pieces of mail you’ll be sending.

Importing your Database to SendOutCards

Set Up Your Database

Organizing your database is the most time consuming part of using SendOutCards. The amount of work you have depends on how thorough your database is at the start. This involves calling and messaging people to find out their birthdays, and pulling up your transaction history to find out the anniversary of their home purchase date. 

In order to build your client’s profile in the SendOutCards database, you’ll want to first organize their contact information in a spreadsheet. Include fields for:

  • First and last name
  • Address 
  • Birthday
  • Anniversary of home purchase

For couples, only pick one person to send the anniversary card to, but address it to both of them.

  • Group

Creating groups allows you to organize the contacts in your database and keep track of who gets what type of card. For example, someone might receive only a birthday or anniversary card, and some may get both. If you want to make a separate group for your top clients, you can do that here as well.

  • Spouse

This data field is only important if you are sending a card addressed to both of them.

  • Spouse birthday 

This is not necessarily important if you already have them listed separately in your database.

Import Your Database

To get started click on “Import Contacts”.

SendOutCards contacts dashboard

On the next page, simply click and drag the appropriate file to the uploader.

Uploading a file to SendOutCards

Then, verify that the information is correct and the dates are entered in the proper format. When you are done, click “Next”. On this page, correct any errors SendOutCards may have found, and hit “Import” in the bottom right corner.

When it’s finished uploading, click on “Go to Catalog”.

Successfully imported contacts to SendOutCards

Then, click on the “Relationships” tab on the left-hand menu.

The Relationships tab in SendOutCards

You should see all of your information here, along with the Groups you created. Don’t worry if it says you have more contacts than you really do. The system duplicates the contacts that have a spouse relationship attached to it.

List of contacts in SendOutCards

How To Create Campaigns for Automated Sends

Once your database is set up, you are ready to start your first campaign! You have two options: you can either purchase pre-packaged campaigns or build your own custom campaign.

With a pre-packaged campaign, you will get a number of templates for different occasions, along with a pre-written message inside. Pre-packaged campaigns range from $85 for three template designs, to $135 for five template designs. 

Opting for pre-packaged campaigns can really increase your SendOutCards pricing quickly, which is why building your own campaign and creating your own custom cards is a better deal. 

To create a custom campaign, go to the “My Campaigns” tab and click on the + button.

Adding a new campaign in SendOutCards

Choose a name for your campaign, such as “Birthday” or “Anniversary.”

Naming your SendOutCards campaign

On the next page, add a card to get started. You can purchase one created by SendOutCards, or upload your own photos to create custom cards.

Add a new card to a campaign

Once you select a card you like, you can begin to customize it.

Customize a card in SendOutCards

SendOutCards makes it easy to build and customize cards with their drag and drop card builder.

Custom card builder in SendOutCards

Once you’re done adjusting all the details of your card, hit “Add to Campaign” in the bottom right corner.

On the next page, adjust the send date and add any gifts you want to include.

Campaign dashboard where you can customize or add gifts

Once you’re done, simply click on “Send Order” to prepare your campaign to be sent.

Sending your order in SendOutCards

Getting Ready to Send

After you finish setting up your campaign, you only have to take a few more steps before you can set it and forget it.

To prepare your cards for mail out, go back to the “Relationships” tab and select the group you want to send cards to. Then click “Campaigns” in the upper right corner.

List of SendOutCards campaign

On the next page, select the Campaign you wish to use and click “Submit”.

Choosing a campaign to send

SendOutCards will then create your order, and show you the full amount you will be charged throughout the entire campaign lifecycle.

SendOutCards confirmation page before sending

It’s important to note that you will be billed individually as each card is sent, rather than paying for the whole campaign upfront. You will receive an email receipt each time a card is sent.

Make sure to double check that your return address is accurate, since any cards that can’t be delivered will be returned to you. If you do receive returned mail, update your database immediately to avoid future mail outs to a bad address. 

Then, click “Ready to Send.”

Now you are all set! SendOutCards will keep sending out cards and gifts to your contacts, and you won’t need to log in to the system again until you’re ready to start a new campaign.

Final Thoughts on SendOutCards Pricing

SendOutCards pricing varies depending on which plan you select, so you can find a plan that is right for you. In my opinion, this system is an invaluable tool to add to your business, and it is certainly worth the cost when it comes to maintaining meaningful relationships with your clients.

Note: Since the date of the video below, SendOutCards has updated its pricing plans. While this post covers the new pricing plans, the video does not reflect this change.

Kyle Handy

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