🆕 Customizable Postcard Templates: Upload custom photos and logos within the Direct Mail Settings section of your account. Your custom images can be used on select Postcard templates.

✨ In future releases you can look forward to even more templates, ability to customize text in templates, add a url, delivery status, and ability to select and send one postcard with fewer clicks, so stay tuned to see what's next! 👀

To access our new Direct Mail campaigns, features, and postcard templates, select the Direct Mail option located on the left side bar of your account.

Campaigns can be created by selecting Create New Campaign.
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On the first step of setup, you'll filter and select the properties you want to send mail to.

When adding properties, you'll see a page that looks very similar to your records page. Here you have access to all filters and filter presets saved in your account.
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Select the properties you want to send mail for, then click next.

Enter the Campaign Name. All campaigns will be created in the folder you accessed "Create Mailers" from. If you did not access from a folder, the campaign will be saved to the default folder. You can always move the campaign to a new folder later.
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Toggle to select if the campaign type: multi touch or single touch.

When setting up a multi-touch campaign, multiple postcards will be sent to the selected records. With this option, you can select multiple different templates to send, and select the time between each "touch" or send.

When selecting a single touch campaign, you can choose to send all at once or in batches.

If you select to send all at once, all postcards will be sent at the same time to all selected records on the date scheduled.

When sending in batches, you can can select the amount of batches (number of drops) and the delay between each batch (weeks or months). Please note that when sending in batches your credits will still be charged for all postcard ordered at once. The benefit of sending in batches is to help control and better manage incoming leads from the postcards.

Next, click configure mailer to select a template.

Select the Postcard template you want to send. Clicking Front and Back allows you to view each side of the mailer. Clicking the magnifying glass allows you to view a larger preview.
The name and address shown on the template is for previewing purposes only, when you send a campaign, we will use the information entered in the Return and Contact Info for the actual mailers.

​The following templates allow you to upload custom images:

All postcard mailers are 4.25in by 5.5in.
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We are working on a feature that will allow you to add custom company urls and customize the wording of the templates. This will be available in a future release.

After selecting your template, enter in the return and contact information for the mailers.
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The Return Info is what will appear as the return address on the mailer. If the mailer template you select does not include a name, the name you enter in under the Return Info will not be on the mailer at this time. We are working on a customization feature that will allow you to add this information. Customization will be available in a future release.

The Contact Info is what will appear in the body of the mailer. Similar with the Return info, if the web address is not included on the template you select, it will not be included on your mailer at the this time. We are working on a customization feature that will allow you to add this information. Customization will be available in a future release.

If you selected one of the following templates you will be able to add your own custom logos and images.

To add your custom image, click the icon next to the photo. Any photos you added under the Direct Mail Settings will appear for you to select.

​Haven't uploaded custom photos in Settings yet? Please see the section Direct Mail Settings

After you have selected a template and entered in all required information, select Save Mailer.

Select a send date from the calendar, or toggle to send ASAP. When sending ASAP the earliest date possible for sending will be shown. The send date is the date the mailers will be sent out. We do not have an exact time frame as to when the mailers will be delivered as it can vary between areas based on local carrier delays.

When you finish scheduling your campaign, and select Start Campaign, we will automatically increment the Direct Mail attempts counter within the record.

The price per mailer varies based on your plan and the amount of postcards being sent. You'll receive a discount based on the postcard amount. This amount is deducted from your credits, if you do not have enough credits to send the entire campaign, you'll see a prompt to purchase additional credits. Pricing below includes postage.

When creating multi-touch campaigns, you can add additional touches under the Create Mailers step by selecting Add Touch. From here, you'll be directed to the templates to choose a new template for the next touch.

Add as many touches as you like, and schedule the amount of time between each touch.

Once you've finished adding all touch/mailers, click Start Campaign to send.

When you select single touch, you have the option to send all at once, or in batches.

If you would like to send in batches, use the + and - signs to select the number of batches or drops. Next select the delay between batches. Here you can select to send them in X amount of weeks or X amount of months from the first batch.
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Once you've finished selecting the batch information, click Start Campaign to send.

Default return information can be set to help save time when creating future campaigns. To set the return info, click the gear icon on the main Direct Mail page.

When adding default return information, your default return mailing address and contact information will auto fill when sending each mailer. You will also have the option to update or change it when creating the campaign.

The Return Info is what will appear as the return address on the mailer. If the mailer template you select does not include a name, the name you enter in under the Return Info will not be on the mailer at this time. We are working on a customization feature that will allow you to add this information. Customization will be available in a future release.

The Contact Info is what will appear in the body of the mailer. Similar with the Return info, if the web address is not included on the template you select, it will not be included on your mailer at the this time. We are working on a customization feature that will allow you to add this information. Customization will be available in a future release.

Once your images have been formatted, upload under the Direct Mail Settings.

To delete an image, hover over the image and click the trash can icon. Select Save & Close to save your changes.

All new campaigns created will be added to the default folder. To access the default folder, click the default folder option on the main Direct Mail page.

New folders can be created to further organize your campaigns. To create a new folder, simply click Create New Folder on the main direct mail page, and name your folder.

Campaigns can be moved to the new folder by opening the default folder, clicking the three dots next to the campaign, and selecting Move to folder.

Folders you create can be renamed or deleted by clicking the 3 dots to the right of the folder. When deleting a folder, any campaigns in the folder will be moved back to the default folder.

Stay tuned for more updates, and happy mailing! 📬
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Buying Credits
​Formatting Images for Direct Mail

Filter Records Overview

Sending Ballpoint Letter Templates in REISift (Previous Direct Mail release)

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