To stop mail from being sent to a lead, follow these simple steps:
First, identify the postcard or mail sequence you want to stop
Start by deciding which postcard or mail sequence you’d like to end.
Go to the Leads tab and click All Filters.
• Use Assigned mail sequence to filter leads by a specific mail sequence
• Use Mail design to filter leads by a specific postcard
This will help you quickly find the leads currently associated with that mail.
Example:
Filter by Mail design
Filter by Assigned Mail Sequence
Stopping Mail to Leads
In the Leads Tab
Select the leads for which you want to stop sending mail.
Click on Lead Actions
Scroll down the menu.
Select "End Mail"
Ending mail campaigns at this step will prevent additional charges for the selected leads.
This will stop the mailing campaign for the selected leads.
Difference Between "Pause Mail" and "End Mail"
Pause Mail
Temporarily halts the mail campaign for a lead.
You can resume the campaign later by selecting the lead and clicking Resume. This allows you to pick up where you left off.
End Mail
Permanently stops the mail campaign for the lead.
To start mailing to the same leads again, you will need to:
Select the leads.
Click Start Mail.
Choose a new template.
Set the frequency for your mailing.
Click Continue.
It's also advisable to clone the template before attempting to send mail to the same leads to avoid potential conflicts in the campaign system.
Summary: Pause Mail: Stops mailing temporarily, with the option to resume. End Mail: Stops the campaign entirely and requires you to restart a new campaign if needed. To avoid sending duplicate postcards, clone the template and disable the 'Repeat Mail' option when starting a new mail campaign.
Additional tips include ensuring that all eligible mail pieces under the campaign have been sent and that you clone templates when reusing them for the same audience to prevent the system from flagging the campaign as complete.
By following these steps, you can manage your mailing campaigns efficiently and avoid accidental sends. 😊
Troubleshooting Mail Campaign Issues
Common Causes for Mail Campaign Issues
Campaign Marked as Complete: A campaign is flagged as complete when all mail pieces in a "send once" campaign have been dispatched. No further mail will be sent unless changes are made to the campaign.
Reusing Templates for Completed Campaigns: Attempting to use the same template for the same leads may be blocked by the system, as completed campaigns are treated as finished.
How to Resolve Mail Campaign Issues
Review Campaign Settings: Navigate to the campaign settings to check if the campaign frequency is set to "send once."
Clone Templates for New Campaigns: Duplicate the template if you need to initiate another campaign for the same leads. Adjust settings for the cloned template and begin a new mailing sequence. This avoids conflicts in the system's logic.
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