Understanding Built-in Direct Mail Sequences
The following sequences are included by default: Lead Post Card Sequence Lead Letter Sequence
Renee Duncan
5 steps
22 seconds
Salesforce
1
From the **Direct Mail app**, select "Direct Mail Sequences" from the main menu or select "More" if the full menu isn't visible.
2
Click "Direct Mail Sequences"
3
Change the List View to "All"
4
Click here to pin the list view.
5
Note that there are 7 letters preconfigured in the "Lead Letter Sequence." By default, each mail piece will be sent every 30 days until the sequence is complete.
Tip! Select the small gear icon to change columns displayed. We recommend making the following columns visible: - Object - Folder - Type of Schedule - Days - Direct Mail Sequence Name - Image URL
Tip! To quickly preview each mail piece in a sequence, select the associated "Image URL."
Understanding Built-in Direct Mail Sequences
The following sequences are included by default: Lead Post Card Sequence Lead Letter Sequence
Renee Duncan
5 steps
22 seconds
Salesforce
1
From the **Direct Mail app**, select "Direct Mail Sequences" from the main menu or select "More" if the full menu isn't visible.
2
Click "Direct Mail Sequences"
3
Change the List View to "All"
4
Click here to pin the list view.
5
Note that there are 7 letters preconfigured in the "Lead Letter Sequence." By default, each mail piece will be sent every 30 days until the sequence is complete.
Tip! Select the small gear icon to change columns displayed. We recommend making the following columns visible: - Object - Folder - Type of Schedule - Days - Direct Mail Sequence Name - Image URL
Tip! To quickly preview each mail piece in a sequence, select the associated "Image URL."
