NEW LEFT MAIN FEATURE - Direct Mail App

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

Complete "Company Setup" Prior to Using Direct Mail

How to Purchase Direct Mail Credits

How to Add Related List Quick Links to Page Layout and Edit Link Columns

Sending via Campaigns is limited to 1 million records.

Campaigns: How to Send Direct Mail to Campaign Members

List View: How to Send Direct Mail from the Lead, Opportunity or Contact List View

Direct Mail: How to Use the Mail Piece Builder

Direct Mail: Where to Access the Order Reject Reason

Review the Direct Mail Orders Dashboard

 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.

Post-Install Steps: Direct Mail Cadences

Review the Preconfigured Lead Letter and Lead Post Card Sequences

How to Create a Direct Mail Sequence

As a best practice, we recommend placing your team members, friends or family on a Direct Mail cadence before working with leads to best understand the full functionality of this powerful feature.

Add a Test Lead to a Direct Mail Cadence

Review and Update the Direct Mail Orders List View

Direct Mail Sequences: Remove Deprecated Fields From the Page Layout

How to Automate Direct Mail Cadence Triggers with a Flow

Direct Mail by Left Main REI: A Comprehensive Guide