Purpose: Summarize process for creating a mail sequence for a single mailing address
- Go to Mail workspace
- Go to the ‘One Off’ app
- To create new campaign click ‘Add Mail’ button located top right
- Start typing the address and choose the correct one from the drop-down as it populates
- Click ‘Save Mail’ button at the bottom of the page to ensure the new item is saved
- The system then searches for the owner’s name and mailing address (5 credits) and adds it to the ‘Prospect’ field
- Refresh the screen and system will populate ‘Owner Name’ and ‘Owner Address’ fields
- Choose the number of mailers you want sent in the drop-down (1- 8)
- Add image of the property into the ‘Image’ field
- Add telephone number you want the owner to call in the ‘User Cell Phone Number’ field
- Review and confirm all is correct then click the ‘Submit Campaign’ button
- The system will add a preview link to the Activity Window
- Click the preview link to review mailers
- Approve pricing and mailers to begin campaign