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Create Direct Mail campaignsLast updated on 09/19/2022

With Direct Mail in Marketing Pro, you can send postcards through the mail. If you’re already familiar with Marketing Pro, then you know Direct Mail uses the same campaign builder as email campaigns.


Things to know

  • When a campaign is launched, your postcards are printed, addressed, and shipped automatically within 48 hours.

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

  • The cost per piece for 4x6 Postcards shipping by First-Class Mail decreased to 0.65$.

  • Campaigns can be archived, unarchived, and cloned. For more, see Manage Marketing Pro functions.

  • Campaigns can only be edited in draft mode. For more, see Manage Marketing Campaigns.


Create a Direct Mail campaign

In Campaigns, you can create and edit your marketing campaigns, as well as manage marketing Pro other functions.

Creating a Direct Mail campaign takes four steps:

  • Step 1 Overview—Basic settings for your direct mail campaign, including the direct mail type, campaign type, name, delivery logic, return address, and adding a unique tracking number

  • Step 2 Select Audience—Set which of your customers will receive marketing content from this direct mail campaign

  • Step 3 Build Mail Sequence—Add and create the content sent to customers as part of this mail campaign

  • Step 4 Review and Submit—Finalize the direct mail campaign

Note: You can create campaigns from Campaigns and Analytics in Marketing. For more information, see Use Marketing Analytics.

Step 1: Overview

To complete the Overview step of the setup:

  1. Go to the navigation bar and click Marketing > Campaigns > Create Campaigns.

  2. Select the campaign category Direct Mail and click Next.

  3. Select the campaign type you want to build and click Next. The Create Campaign: Direct Mail pop-up opens.

  4. Enter a unique, brief, and descriptive Campaign Name for your mail campaign with a maximum of 60 characters. Optionally, enter a description of the campaign.

  5. To start building the mail campaign, click Start Building. This opens the direct mail draft campaign page with all four steps in incomplete status.

  6. To edit the mail campaign type, click Edit and make the changes. You can also change the Campaign Name or the description of your direct mail campaign from the Overview step.

  7. For Delivery, enter details for each of the required fields:

    1. Delivery logic—Choose Automated, to send postcards out on a regular schedule, or One-Time to send the postcards only this time.

    2. Shipping method—Shipping method is generated automatically.

    3. Print Date—Click the Calendar calendar to select your postcards print date, or manually enter a print date.

    4. Stop sending mail when a customer leaves the audience—Select this if the system should stop sending customers marketing content when they leave the audience chosen for this campaign. This option is enabled by default.

    5. Send mails until—Add a delivery condition to stop sending mails to a specific customer once that customer has met the selected criteria. For example, if you want delivery to stop once a customer has called, select Call Created. Options include:

      1. Call Created—A customer calls a phone number associated with the mail campaign

      2. Job booked—A customer books a job as a result of this mail campaign

      3. No trigger—The campaign will continue sending each mailpiece in the campaign sequence until the customer no longer qualifies for the audience or they unsubscribe. For more on audience inclusion criteria, see Create audiences.

    6. Return Address—Enter the address you want undeliverable mail sent to.

    7. For Tracking Phone Number, add a unique tracking phone number. The system uses this number to attribute revenue generated from this number to your mail campaign. It’s important to not use the same Tracking Phone Numbers across multiple campaigns. Doing this leads to inaccurate reporting metrics, or your reporting metrics will be inaccurate. For more on how to add Tracking Phone Numbers, see the section Add Tracking Phone Numbers later in this topic.

  8. When you’re done, click Next. Continue with Step 2: Select an audience, found later in this topic. 

Add Tracking Phone Numbers

You can add tracking phone numbers in two ways:

  1. Generate a new number—Add a new tracking number details:

    1. Local Number or Toll-Free Number—Select Local Number for a local campaign and Toll-Free Number for a regional or national campaign.

    2. Area Code and/or ZIP (Local Number only)—Enter the area code or ZIP code you want the tracking number to correspond to.

    3. Contains (optional)—If you want your tracking number to include a particular set of digits, enter them here.

    4. Click Search Numbers. The Search Results window opens.

    5. Select a tracking number. Click Choose Number and set the forwarding number.

    6. For Allow Incoming SMS?, select Yes if the tracking number can receive text messages, and select No if not.

    7. When you’re done, click Add Number. The tracking number you chose now is under Tracking Number. Note: Adding new tracking number steps can differ depending on the phone integration you use. For more information, see Add or edit tracking numbers and Add and edit a new tracking number in Phones Pro.

  2. Enter manual number—Select to enter a manual number for your campaign. Note: Manual numbers don't track revenue for your campaign.

For more information on assigning tracking phone numbers, see Assign tracking phone numbers to campaigns.

Step 2: Select an audience

You can add audiences that will receive your campaign in two ways:

  1. From your audience list, select the audience you want to use for this campaign. Note: Hover over the mail address of the audience to see how many customers are included in each audience.

  2. If you want to create a new audience for this mail campaign, click Create new.

  3. Choose to create an audience to retain customers or to acquire new customers and click Direct Mail.

  4. Enter the Audience Name, then click Begin to provide information about your campaign audiences. For more on creating an audience, see Create audiences.

  5. When you're done selecting your audience, click Next and continue with Step 3: Build Mail sequence.

Step 3: Build Mail sequence
  1. In Mail 1, click Add Content. 

  2. Enter your message details:

    1. Front—Upload an image for the front of your card. You can use a PNG or JPG file. The image size must be at least 1800 x 1200px.

    2. Heading—Large text that appears at the top of the back of the postcard. Enter something attention-grabbing here as it’s the first thing customers see on the back of your postcard.

    3. Body—Normal-sized text that appears underneath the heading. Enter details to explain your current promotion.

    4. Logo—If you already uploaded your company logo in Marketing Pro Settings, you see it here. If not, click Upload Image, and select your logo to upload from your computer. Note: If you want to design your own postcard, click browse our template gallery or view marketing pro resources links to see some postcard templates you can use.

  3. If you want to create follow-up postcards to be mailed in intervals of 7-60 days, click Add add icon for each additional card you want to create.

  4. Enter how long after the previous mailing you want to wait before sending your next postcard between the words wait and days.

  5. When you're done adding postcards, click Next.

Step 4: Review and submit

Review your Direct Mail campaign details, including the cost of your campaign. Make any edits before you schedule the campaign. You cannot make changes to a scheduled campaign.

  1. To update a step in the mail campaign, go to the campaign section in the Review and Submit step.

  2. Click Edit. The details of the campaign section open.

  3. When you’re done reviewing the campaign, click Schedule Campaign. Note: If you’re not ready to schedule the campaign, click Save as Draft to save it and schedule it at a later time.

    The Schedule Campaign pop-up confirmation pop-up opens with details about when your postcards will be printed, and the total cost of the campaign.

  4. If all looks good, click Schedule.

  5. Your campaign is scheduled, click View All Campaigns to see a list of all your campaigns.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.