Direct Mail by Left Main REI: A Comprehensive Guide
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If you decide to cancel after approving an order, you have up until 12am EST to do so. If order is rejected, a note will show up on Direct Mail Order submission page. By about 4am, you should have a response confirming an order has been processed. Orders drop next day unless an order is submitted on a Saturday, in which case it drops on Monday.
How to Access Direct Mail and Quickly Review the Direct Mail Library
Direct Mail: Configure "Company Setup"
Purchase Direct Mail Credits
Create a Direct Mail List View to Ensure Required Fields Have Been Populated
How to Add Related List Quick Links to Page Layout and Edit Link Columns
Campaigns: How to Send Direct Mail to Campaign Members
Send Direct Mail from the Lead, Opportunity or Contact List View
How to Use the Mail Piece Builder in Direct Mail
Direct Mail Full Preview vs. Quick Preview
Direct Mail: Where to Access the Order Reject Reason
Review the Direct Mail Orders Dashboard
Direct Mail Cadences
Alert! Direct Mail Cadence orders trump regular Direct Mail orders.
When adding a lead to a direct mail cadence, logic does not respect the 30-day rule of restricting the first "now" mail piece order when there was a regular direct mail order created in the last 30 days.
When creating a regular direct mail order, logic does respect a cadence order having been placed in the last 30 days and stops the new regular order.
This functionality allows for users to create direct mail sequences that mail out more frequently then every 30 days if they choose.