You can customize your direct mail campaigns right inside DealMachine.
Step 1. Go to Mail.
Step 2. Click Mail Sequences.
Step 3. Click "+ New Mail Sequence".
Step 4. Give your mail sequence a name.
Step 5. Select the templates that you would like to use, how many of which you would like to send, and when you want the next postcard to go out, for each step of the mail sequence. To create a mail sequence with 7 or more mailers sending one of each, ensure that you:
Add a step for each mailer design.
Configure the following settings for each step:
Total mail to send: Set this to 1.
Repeat step every: Turn this to Off.
Send after: Specify the number of days after the previous mailer to send this mailer.
Mailer design: Select the desired design for the step.
You may click "Auto-repeat last step in mail sequence" if you want to repeat the last step. If you change your mind and decide to add another step instead, you may click the same button again to disable it. To ensure the mailers stop automatically after the last step, make sure the 'Auto-repeat last step in mail sequence' option is disabled. If enabled by mistake, disable it to prevent unintended repeats.
Step 6. Click Create.
Troubleshooting Common Issues in Mail Sequences
If your mail sequence isn't saving properly or you experience unexpected behavior, here are solutions:
Avoid Switching Tabs Prematurely:
Before switching to another tab or exiting the sequence setup, ensure all steps in the sequence are complete.
Make sure to click Save for the entire sequence.
Check for Errors: Verify there are no error messages during the saving process.
Disabling Unintended Repeat Actions:
Ensure that the 'Auto-repeat last step mail sequence' option is turned off if you do not want your sequence to repeat indefinitely.
"Send after" is the number of days from the last step. Example: If you want to send the 2nd postcard 30 days after the 1st was sent out, put "30 days" in the "Send After" field for Step 2.
Managing Accidental Actions During Setup
Mistakes, such as accidentally starting a mailer, can be rectified using the pause or stop functions in DealMachine. These actions can successfully prevent the mailers from being sent if:
Pause Action: Temporarily halts the sequence, giving you time to adjust or cancel the step.
Stop Mail Action: Permanently stops the scheduled mailer from processing further.
You may set a mail sequence as your default mail sequence by following this guide.
General Tips for Effective Mail Management
Always double-check your sequence steps and settings before saving.
Use clear step names and descriptions to avoid confusion in complex sequences.
Regularly review your mailing sequences for any necessary updates or adjustments.