How to Create a Direct Mail Sequence | Scribe

    How to Create a Direct Mail Sequence

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    • 2 minutes
    Alert! The ability to edit a sequence is currently in development and will be available for the major release.

    Set Up the First Mail in a Custom Sequence

    From the "Direct Mail" app, click "Direct Mail Sequences"
    Click "New"
    Type an easy-to-identify name in the "Direct Mail Sequence Name" field.
    Select a mail piece from the "Choose Mail Piece" dropdown. Then select the "Type of Schedule." Leave the "Days" field blank when selecting "Now" in the "Type of Schedule" dropdown. In a case where "Now" is selected and a number is accidentally included in the "Days" field, **"Now" will overrule**.
    Alert! Left Main REI has preconfigured mail pieces in the **Lead Letter Sequence** folder and **Lead Post Card Sequence** folder. All other folders are empty by default.
    Choose a "Folder" to store this new sequence in. ***(See the next section for steps on how to create a new, custom folder.)***
    Click "Save"

    How to Create a New Folder

    From the "Direct Mail Sequences" object, click here.
    Click here.
    Click "Fields & Relationships"
    Click "Folder"
    Click this button field.
    Add folder names, as-needed, in this field.
    Click "Save"

    Add a Second Mail Piece to the Custom Sequence

    Click "Direct Mail Sequences"
    Click "New"
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