To guide users on how to preview a direct mail template before sending a one-off direct mail to an active lead.
Accessing Direct Mail
Navigate to the Marketing menu.
Click Direct Mail.
The Direct Mail section allows users to send bulk mailers and access available direct mail templates.
Sending One-Off Direct Mail
Navigate to the Active Leads pipeline.
Select the lead by clicking the Property Address.
Click Actions.
Select Send Direct Mail.
Selecting a Mail Template
Choose the type of direct mail to send.
Example
Postcard
Select the preferred design template.
Entering Return Information
Enter the Return Name that should appear on the mail piece.
Previewing the Template
After selecting the template and entering the return information, click Preview.
The system will display the selected direct mail template preview.
Preview Includes
Front side of the mail piece
Back side of the mail piece
Notes
The preview option becomes available only after selecting a template and entering the required information.
Users can review the design before sending the mail piece.
One-off direct mail can only be sent from an active lead record.