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Setting Up and Sending Direct Mail Campaigns
Setting Up and Sending Direct Mail Campaigns

How to Customize and Send Direct Mail Campaigns

Kylie avatar
Written by Kylie
Updated this week

What's New:

πŸ†• Campaign Templates: Save time by creating and saving campaign templates. You can now save the postcard selection, campaign type & number of touches or batches to load on future campaigns. See how it's done.

Coming Soon:

✨ In future releases you can look forward to even more templates (including handwritten letters!), ability to customize text in templates, add a url, and delivery status, so stay tuned to see what's next! πŸ‘€

Getting Started

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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Note: If you would like to send mailers with custom images, upload the images under the Direct Mail Settings BEFORE starting the campaign.

Adding Properties

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.

Pro tip: filter and select the records you want to send before starting the campaign, and add a tag for the campaign name. On the adding properties step, simply filter by that tag and select all properties.
Remember to include the Params & Others filter block and select Vacant Mailing -> No so marketing $$$ aren't spent sending to a vacant mailing address.

Still not sure who to send mail to? Check out this video πŸ‘‰ The Most Important People You Should Be Sending Direct Mail

Campaign Setup

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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Campaign Type

Toggle to select if the campaign type: multi touch or single touch.

Multi Touch Campaign

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.

Note Once a record is selected for a multi touch campaign it cannot be removed from the campaign. This may be possible in a future release.

Single Touch Campaign

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.

Mailer Setup

Next, click configure mailer to select a template.

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:

  • Family Streetview

  • Picture Postcard Type

  • Picture Doodle

  • Absentee Doodle Streetview

  • Picture Postcard Streetview

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.

Return & Contact Info

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.

Note: if you set the default return info the Return & Contact Info will be pre-filled in but can be edited when setting up the campaign, if you choose to do so.

Customize Message

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

  • Family Streetview

  • Picture Postcard Type

  • Picture Doodle

  • Absentee Doodle Streetview

  • Picture Postcard Streetview

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.

Send Date

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.

Sending Schedule

Campaign Setup Day

Earliest Send Day

Friday - Sunday

Wednesday

Monday - Tuesday

Friday

Wednesday - Thursday

Monday

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

Our testers asked, and we listened! Some customers are more accustomed to using tags to track marketing attempts. While we are unable to add tags directly in the direct mail campaign setup steps, this may be possible in a future release. Our team is reviewing this request.
In the meantime, you can always filter by the tag you add to the campaign (recommended) and add the direct mail attempt tag.

Direct Mail Postcard Pricing

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.

Postcard Amount

Essentials Plan Price

Professional Plan Price

Business Plan

Price

99 or less

$1.00

$0.95

$0.90

100-499

$0.85

$0.80

$0.75

500-999

$0.76

$0.71

$0.66

1000-1999

$0.67

$0.62

$0.57

2000-4999

$0.64

$0.59

$0.54

5000-9999

$0.62

$0.57

$0.52

10,000+

$0.60

$0.55

$0.50

Please note that the direct mail pricing listed above is the pricing for our Postcard templates located under the Direct Mail tab on the left side bar of your account. This is separate from the ballpoint templates you see when selecting records and going to send to -> Direct mail from the Records page. For more information on this feature please see the article Sending Ballpoint Letter Templates in REISift.

Adding Additional Touches (Multi-Touch Only)

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.

Sending in Batches (Single Touch Only)

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.

Creating Campaign Templates

Campaign templates are available on our Business Plan. Campaign information can be saved as a template to use for future campaigns.
After setting up the campaign, click Save New to create a template.
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Name your template and select Create Template to save.


Folders can be created to further organize your campaigns. Didn't create a separate folder? No worries. Select Default. Campaigns can always be moved to a different folder later.


To load the campaign template, select Load on the Campaign Setup step.
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For more information on creating Campaign Templates, please see πŸ‘‰ Creating Campaign Templates for Direct Mail Campaigns
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Direct Mail Settings

Default Return & Contact Info

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.

Custom Images

Before customizing your mail designs with your images, you must ensure the photos have the correct size and ratio.

Please see πŸ‘‰ Formatting Images for Direct Mail for how to format and resize your images.

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

Deleting Custom Images

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

Campaign Folders

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! πŸ“¬
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Related Trainings:

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


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