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Managing Your Direct Mail Campaign

Once a direct mail campaign has been successfully submitted, you will be redirected to the Campaign Dashboard. From here you will be able to view the order details, track your mailing pieces, and manage your recipient list.

1. View order details

2. Track mailing pieces

3. Manage recipient list

View Order Details

All details pertaining to your direct mail campaign can be reviewed inside of the campaign dashboard. The details in the top section include the order date, target audience, lead source, return address, and contact information.

Keep in mind that the contact information you provide during the campaign creation is used to replace the merge variables on the mailers. This will be the information the recipients will use to reach you. If you assigned a tracking number to your mailers, it will appear under the 'Phone Number' label.



Track Mailing Pieces

Underneath the details section, you will find mailer delivery tracking. Each touch of your campaign will be represented by a thumbnail preview of the mailer you chose. To the right of the thumbnail, you will find the delivery status as well as the mailer type, design and total cost for that particular mailing. The status definitions are as follows: 


In Production - The mailers are being processed and printed

In Transit - The mailers are on their way to the recipient's local post office

Processed for Delivery - The mailers have been scanned at the recipient's local post office and will be delivered within the next 24-48 hours

Delivered - It is safe to assume the mailers have made it into the hands of your recipients 

Order Scheduled - This status will be shown for mailers scheduled for a future date



The total cost for the entirety of your campaign will appear at the bottom of this section. If any of the addresses of your leads were flagged as unverifiable, the total cost will be less than the estimated cost you received during campaign creation. You will receive a refund for any mailers canceled due to an unverifiable address in the form of a direct mail credit.

Direct mail credits can be found underneath the "Create Campaign" button on the main Direct Mail Dashboard. These credits will be automatically deducted from your balance during the checkout process of your next campaign.



Manage Your Recipient List

A list of your direct mail campaign recipients can be found in the last section of your campaign dashboard. If at any time you would like to remove a recipient from future mailers, specific to the campaign, click on the grey trash can icon to the right of the recipient's name. Please note, this action can only be performed for future mailings. Once a mailer is in production, the recipient cannot be removed from that particular mailing.

This action cannot be undone and you will receive a direct mail credit for the canceled mailers. 

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  1. Josh Tobias

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