With REISift you have a FULL Built in Direct Mail center where you can schedule out your send dates, schedule out your sends in separate batches, create single and multi touch campaigns and custom design amazing mail pieces tailored to YOUR brand.

We offer several different mail pieces to include:

Before sending any mail you will need to create and save a template.
To create a template, select the Mail Design tab, then Create New Custom Design.

Next, name your template and select the product or mailer type.

When selecting Postcards you'll also need to choose a size: 4x6, 6x9, or 6x11.
For Professional Letters, select an envelope type: Windowed or Non-Windowed.

After selecting the product type, you'll be able to create your own design, or you can select the templates option and choose one of our pre-made templates.

When editing, you can choose your own fonts, add shapes and elements, upload your own photos and logos, select background images, design in layers, and add variable fields to fit your companies branding.

You can create ANY design you like including this awesome Taylor Swift postcard our Success Ninja Jessica designed. 💖

To add your own images, select the Upload option in the template editor. The max file size for uploading is 512MB. We only accept images at this time. Video files cannot be uploaded.

The fields allow you to populate the recepients information and your own contact information.

The Contact Fields will be populated with the recepients information. This is the person that will be receiving the mailer.

The Sender Fields will be populated with YOUR contact info that is added when you create a campaign, or when you set the Default Return & Contact Info.

The template editor has an AI write tool which will rewrite, shorten, continue writing and proofread. You can also rephrase in the following tones: friendly, professional, humorous, and formal. To access the AI Write tools, select AI Write in the toolbar of the editor, or select the text box.

Pre-made templates are available for some mailer types. To customize a premade template, select the template option and choose a template. Templates are also searchable.
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Once a template is selected you can customize it further using any of the editor options.

Once your design is complete, you can download a pdf proof by clicking Download Proof towards the top of the editor.

After you've proofed your template and you're happy with your design, click save towards the top right. This will save the template for you to select when you start your campaign.

Please do not delete a template if it is being used in a scheduled or processing campaign.

If you edit a template after scheduling a campaign, the new edits will take effect and be applied to your mailer IF the status is still scheduled.

If you edit a template, and go back to a previous campaign to download the proof, you are going to see the new edits and not the original proof sent.

To edit or delete a template, click on Mail Designs tab and select the 3 dots next to the template.

After your template is created and saved, you can set up your direct mail marketing campaign.

There are two ways to start a campaign:

To create a campaign from the Records page, filter for the records you want to market to, then select the records and go to Send to -> Direct Mail

To create for the Direct Mail tab, select Direct Mail on the left side bar of your account, then Create New Campaign.

Then, filter and select the records you want to market to and click next.

Now name your Direct Mail Campaign, select if you want to send a multi or single touch campaign then Click to Configure the Mailer.

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.

Select the mailer or product type you want to send. Any templates you created and saved will be selectable here.
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If you have NOT created and saved a template please see Creating Templates.
You must create and save a template before you can finish setting up your campaign.

The Return info is what will be populated in return mailing name and address on the mailer

The Contact Info will populate the Sender fields used when creating your templates.

This information can be saved under the Direct Mail Settings. See Direct Mail Settings.

After you've selected the records, template, and saved your contact info, you'll schedule your campaign. Select to send ASAP and we'll send on the soonest send date or you can schedule them to send in the future by clicking under send date and selecting a date.

*Orders are sent at 6PM CST on the sending day. Anything created after 6PM CST on the final set up day will go out on the following send day.

To download a proof of your mailer, select download proof under the template name. Info from the first record in your campaign will be included in the proof. If you've used the fields in the template builder, the correct address and other info will be populated in each mailer. The first record is used just as a preview.

When sending, you can send all selected mailers at once or in batches. 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.

Under order summary please review the information and make sure the Return info and tracking numbers are correct. If they are not correct please go back and reconfigure. If everything looks correct, click checkboxes to confirm select Start Campaign to schedule your order.

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

When your mail is sent, you can view the mail status by opening the campaign and clicking the Batch tab.
This will show the mail status per record.
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​Statuses:

When you select to send mail, within each property record you will see any active or completed campaigns the records are included in:
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If you decide you do not want to mail a record, you can remove them from all future campaigns by toggling "Do Not Mail Ever" within the property record.

Next, check out our Direct Mail Settings to see how to set up default return and contact info, and Direct Mail Campaign templates to see how to create campaign presets (note this is different than designing a mailer template, the Campaign template will save return info, batches/touches, amount of drips, etc.

Happy Mailing! 📨📭

Direct Mail Settings

Saving Campaign Templates for Direct Mail