Set Up the First Mail Piece in a Custom Sequence
1
From the "Direct Mail" app, click "Direct Mail Sequences"
2
Click "New"
3
Type an easy-to-identify name in the "Direct Mail Sequence Name" field.
4
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.
5
Choose a "Folder" to store this new sequence in. ***(See the next section for steps on how to create a new, custom folder.)***
6
Click "Save"
How to Create a New Folder
7
From the "Direct Mail Sequences" object, click here.
8
Click here.
9
Click "Fields & Relationships"
10
Click "Folder"
11
Click this button field.
12
Add folder names, as-needed, in this field. Then, select the "Cadence" checkbox.
13
Click "Save"
Add a Second Mail Piece to the Custom Sequence
14
Click "Direct Mail Sequences"
15
Click "New"
16
Select the appropriate sequence name and mail piece, then choose "Days" from the "Type of Schedule" dropdown.
