Create direct mail campaign content

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Overview

Use direct mail and drip campaigns in Marketing Pro to send postcards to your customers. Postcards are an effective way to capture and retain your customers' attention. To improve engagement, personalize the content for your audience.


Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro v2. If you are using Marketing Pro, see Marketing Pro for content specific to your experience.

You can check your version following these steps:

  1. Go to the navigation bar and click Marketing A speaker icon representing Marketing in ServiceTitan..

  2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.
    Analytics section highlighted in the Marketing side menu.

Who uses this feature

  • Marketing managers, business owners, and other marketers on your team

  • Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types

  • Applies to all trades

Feature configuration

  • To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).

Things to know

  • After you launch your campaign, your postcards are automatically printed, addressed, and provided to USPS usually within 48 hours (excluding holidays and weekends). USPS then takes between 5-7 business days on average to deliver the postcards through first-class mail.

  • Campaign cost is calculated by the number of cards sent, so you can always see how much you have spent and make informed marketing decisions.

  • If you want to design your own postcards, browse our template gallery or view marketing pro resources to see postcard templates you can use.

  • You can manage actions on your campaigns such as edit, clone, and more. For more, see Manage Marketing Pro campaigns.

Create a direct mail campaign

  1. Go to the navigation bar and click Marketing .

  2. In the side menu, go to Campaigns > Campaign Manager.

  3. On the Campaign Manager screen that opens, click Create Campaign > Pro Campaign.

  4. After you create the campaign, add the campaign goal, and select the segment that will receive this campaign, proceed to the Content section.

  5. Click Add Content.

You're ready to add direct mail content to your campaign.

Create direct mail campaign content

  1. On the Content screen, click the Plus icon and select Direct MailUser selects 'Direct Mail' option from a dropdown menu in a workflow interface.

  2. On the Direct Mail # pop-up that opens, click + Add ContentUser interface showing options to add content in a direct mail template.

  3. Select the postcard size you want to use. You can choose between two sizes: 4x6 inch or 6x9 inch postcards. Postcard design options with sizes and pricing details for customization.

  4. Enter your message details for the postcard. The details depend on if you're creating a 4x6 or 6x9 inch postcard. For more, see:        

  5. When finished, click Save and ContinuePostcard design preview with an update note and estimate details on the back.

  6. Click Save.

Enter message details for 4x6 inch postcards

Enter the following message details for 4x6 inch postcards:

  1. Front: Upload an image for the front of your card. You can use a PNG, JPG, or JPEG file. The image size must be exactly 1875x1275 pixels.        

    Note: You can upload an image larger than the specified dimensions, but you'll need to crop it to fit those dimensions.

  2. Back: Enter the postcard message:        

    Note: Do not add emojis, special characters, or custom font formatting to the postcard heading or body. Our third-party printing provider only supports plain text for these fields.

    1. Heading: Large text that appears at the top of the back of the postcard. We recommend entering something attention-grabbing here as it's the first thing customers see on the back of your postcard.

    2. Body: Normal-sized text that appears underneath the heading.

    3. Logo: If you already uploaded your company logo in Settings, you see it here. If not, click Upload Image, and select your logo to upload from your computer.

      Note: The image size must be at least 180x180 pixels.

      Postcard design promoting a contest for a new water heater with QR code.            

Enter message details for 6x9 inch postcards

Enter the following message details for 6x9 inch postcards:

  1. Front: Upload an image for the front of your card. You can use a PNG, JPG, or JPEG file. The image size must be exactly 2775x1875 pixels.

  2. Back: Upload an image for the back of your card. You can use a PNG, JPG, or JPEG file. The image size must be exactly 1388x1875 pixels.

Note: You can upload images larger than the specified dimensions, but you'll need to crop them to fit those dimensions.

Postcard design promoting home equipment filter replacement services with contact information.

Send a second direct mail postcard

Campaigns can be a single postcard sent repeatedly, or different postcard templates sent sequentially on a delay.

  1. To add a second direct mail postcard, click the Plus    icon and select DelayDirect Mail options with highlighted selection for delaying the mailing process.

  2. Enter the number of Days, Hours, or Minutes you want to wait before sending the next postcard for the campaign. You can add a wait time of up to 1,000 days between postcards.

  3. Click SaveSettings for delaying automation with input fields for days, hours, and minutes.

  4. Click the Plus icon and select Direct Mail.

  5. Add the content for the second postcard.

Want to learn more?