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 LibraryDirect Mail: Configure "Company Setup"Purchase Direct Mail CreditsCreate 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 ColumnsCampaigns: How to Send Direct Mail to Campaign MembersSend Direct Mail from the Lead, Opportunity or Contact List ViewHow to Use the Mail Piece Builder in Direct MailDirect Mail Full Preview vs. Quick PreviewDirect Mail: Where to Access the Order Reject ReasonReview the Direct Mail Orders DashboardDirect 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.
Post-Install Steps: Direct Mail CadencesUnderstanding Built-in Direct Mail SequencesHow to Create a Direct Mail SequenceHow to Add a Lead to a Direct Mail CadenceCancel Direct Mail Cadences for Lead or Opportunity Record, Confirm Status is Changed from Cadence to Submitted to Cancelled, Confirm Credits are RefundedReview and Update the Direct Mail Orders List ViewDirect Mail Sequences: Remove Deprecated Fields From the Page LayoutAutomate Direct Mail Cadence Triggers with a Flow