How to Use the Mail Piece Builder in Direct Mail

Select the records you want to send mail to

Click "Show more actions"

Click "Direct Mail"

Click this button.

Click this button.

Select a mail piece template.

Click "Select"

To customize the text itself, click this button.

From this page, you can name your new text template, select different merge fields to be included and edit the rest of the text.

Click this button to change the font.

Select the desired radio button.

To change the "Primary Font" color, click this button.

Use the color picker or RGB, HSL or HEX values to update the color, then click "Select."

Choose a "Secondary Font" color.

Choose a front of card color.

Choose a back of card color.

To quickly review a single mail piece, click "Generate Quick Preview."

The quick preview takes a few seconds to generate. Once the timer counts down, click this button.

Review the proof.

To generate a complete PDF preview of mail pieces for all included records, select "Generate Full Preview." The PDF will arrive in the user's inbox within approximately 30 seconds.