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Custom Mail Tutorial
Custom Mail Tutorial

New Design Feature Walkthrough

Updated over a week ago

This article is going to walk you through everything you need to know about creating a personalized direct mail piece from scratch.

Below you will find our explanation for each element within the design tab.

Alongside our new design feature we have new sizes available as well! We have kept our 4x6 standard postcards and ballpoint letters, but we have also added 6x9 and 6x11 sizes to give you more surface area to really catch the attention of your leads.


To create a new mail template:

Go to Mail.

Click Postcards.

Click "+ New Postcard" and select a size.

Select a template you would like to use and click Select Design.


Here's a walkthrough of the basics of how to edit mail.


Parts of the Mail Designer

In this field, you can name the mail piece that you are creating. Make sure you name it for the type of mail piece you are creating so they are easier to assign to sequences.


Click here to add your signature sign-off, return address, and contact information that will be printed on the postcard.


This will allow you to save the design that you have created so that you can utilize it in your mail sequences or save your work if you need to come back to it later.


This button allows you to go back to the templates screen, export your design, import a design that someone has sent you, or delete the design that you are currently working on.


Shows you the front or back of your mail piece so you can design each side as you see fit.


This allows you to see the grid lines over your design for lining up different layers.


This is on by default and is the candy cane line you see on the border of the mail piece. Do not place any text within this area or it will not print when your mail piece gets sent out.


These allow you to zoom in and out.


This will resize your mail piece to the "actual size" on your screen.


This allows you to create a new layer that you can edit and place to design the different elements of your mail.


Allows you to move the layers, lock the content, and delete the layer.


Locks your layer in place and will not let you adjust it until you unlock it (pressing the button again)


This is where you can rename the layer.


Type your text in this section.


Bold, Italicize, and underline your copy.


Click here to create a bullet list or a numbered list.


If you are comfortable using html codes, click this button to format texts using html codes.


Click here to utilize the text commands that pull from your lead information. Utilize this instead of typing out addresses and seller names into the text box if you plan to use that information.


Switches the layer type to an image instead of a text box.


Click on the "Image Type" to select which type of image you want to use.


Allows you to upload an image from your computer. Click the blue “Upload Photo” button to select an image from your computer.


Changes the way the image fills the layer box. Cover will fill the layer box, and Contain will format to fit the entire image within the layer box regardless of size.


"Typography" allows you to change the font, text alignment, text color, font size, and line height.


"Background" will default to transparent so that anything behind the layer will still show. Click on the dropper to select a color from a color gradient or enter your business color in either hex, RGB, or HSL code.


"Border" creates a border around the layer box you have selected. Once you select a border style (solid or dashed) you can select the border color, width of the border, and corner rounding value.


"Size" allows you to select the exact size of the layer box. You can also adjust the size of the layer manually by hovering your mouse over the edge of the layer, clicking, and dragging it until it reaches your desired size. Note: Make sure that "Advanced Editing Mode" is on to be able to resize layers.


"Padding" creates custom text alignment with specified padding from the top, left, bottom, and right sides of the layer box.


"Position" allows you to enter the exact x and y position you would like your layer to be within the mail piece.


"Quick Positions" gives you a quick selection of popular positions for your layer within your design.


Happy DealFinding!

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