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Campaigns: How to Send Direct Mail to Campaign Members
Direct Mail can be sent via campaigns or from the lead, opportunity or contact list view. Sending via campaigns is highly recommended for tracking purposes.
Renee Duncan
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37 seconds
Salesforce
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Sending Direct Mail to Campaign Members without Scheduling
Scheduling Direct Mail for Campaign Members
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Alert! Sending via Campaigns is limited to 1 million records.
Sending Direct Mail to Campaign Members without Scheduling
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From the Direct Mail app, click "Campaigns"
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If you **don't need to schedule** the mailing, select the checkbox next to the appropriate campaign
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Click "Direct Mail"
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Click "Proceed with Valid" or update invalid mailing addresses, then complete the mail piece setup
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Scheduling Direct Mail for Campaign Members
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To schedule Direct Mail delivery to a campaign, click into the campaign...
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Choose the preferred settings under the "Campaign Schedule" section towards the bottom of the page and select "Save"
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Click "Show more actions"
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Click "Direct Mail"
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Click "Proceed with Valid"
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