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Direct Mail

Learn how to create & manage direct mail campaigns

  • Video - Filter a List & create a direct mail campaign

    This video will walk though how to:  - Set DM Campaign Defaults  - Quickly create a list using AI  - Create DM Campaign ...

  • Video - Create Direct Mail campaign from the Contact list

    This video will walk you through: Contacts Filter options Selecting Contacts Create a DM campaign from the contacts list ...

  • Video - Create a Custom Direct Mail Postcard

    This video will walk through how to create a Custom Direct Mail Postcard. It covers how to: - Enter Copy with mergable fields - Upload Image - Where to find the Templates to make sure the image will f...

  • Setting Up a Direct Mail Campaign

    Whether you are sending out 1 campaign, or hundreds, you can automate this marketing aspect of your business. Our 5 step Direct Mail Wizard will guide you through the process of setting up your campai...

  • Tracking Phone Numbers

    1. Overview 2. How to purchase 3. Where to manage What is a tracking number? A tracking number is a local phone number that can be purchased within your account and assigned to a campaign for potentia...

  • Getting To Know Your Direct Mail Dashboard

    Knowing how to navigate your Direct Mail dashboard is an important part of understanding how all of the pieces work together. From the dashboard, you will be able to: View the list of your campaigns A...

  • Customizing Direct Mail Creatives

    We have created a number of done-for-you designs to help you save time while getting the most out of our Direct Mail tool. However, if none of the done-for-you designs work for your business, there ar...

  • Upload Your Own Leads for a Direct Mail Campaign

    Our Direct Mail system makes it easy to send direct mail marketing to any third-party list of leads. While the process itself is uncomplicated, it is important to format your list correctly, prior to ...

  • Combining Columns on your Import list

    When importing a list into a Direct Mail Campaign, you will notice on the template Column 'A' is for the Recipient Name. This means you will include both First & Last Name in Column 'A'. Click HERE if...

  • Find Contacts from a Previous Direct Mail Campaign

    When you create a Direct Mail Campaign, all of the Contacts/Properties included in the campaign will be moved into the Contacts/Properties section of your account.   All of the Contacts/Properties inc...