Use this article to build a DealMachine direct mail campaign that automatically sends postcards to property owners on a schedule you define. The campaign builder walks you through choosing recipients, building a mailing sequence, setting the finishing details, and reviewing cost before you launch.
Where to find it: Open the Direct Mail app in the left sidebar and go to Campaigns.
Step 1: Choose your audience
The first step is choosing who receives your mail. You can pull recipients from your saved Properties, People, or Lists, and see a running recipient count as you go. At the top you'll see three tabs: Properties, People, and Lists. Click a tab, then check the records you want to add.
Properties - select one or more saved properties. You can choose to send to the property owner's address or to the resident (the property address).
People - select one or more saved contacts.
Lists - select a saved list to add all of its current members to the campaign.
You can mix sources in the same campaign - for example, a properties list and a people list. When you continue, the sets are merged and deduplicated by mailing address, so no one gets the same piece twice.
Note: If you select a person who has no mailing address, DealMachine warns you so you can fix it before sending.
Step 2: Build your mailing sequence
This is where you decide which designs go out and how often. You can build a multi-touch sequence so recipients get a paced series of mailers instead of a single postcard, and DealMachine shows you the total duration as you build.
Click on a thumbnail to pick a published design.
Choose a send frequency (the number of days between sends) and a number of sends.
Review the summary line and click + Confirm Step.
If you want to add more steps to your campaign, click + Add Another Step.
You may add up to 5 steps to a campaign. You can also reorder your steps by dragging the design thumbnail, or remove a step by hovering your mouse over the thumbnail and clicking the X button in the top-right corner.
Step 3: Campaign details, return address, and schedule
In this step you set the finishing details for your campaign: its name, description, the return address printed on each piece, your contact information, and when the campaign should start. Many fields come pre-filled from your saved defaults, so this step is usually quick.
Name and description - your campaign is pre-filled with a name. Keep it as is or set a new one. You may also add an optional description.
Return address - pick a return address from your saved address book. Only one can be selected at a time. To add a new one, click "Add new return address," fill in the form, and save.
Contact block - the contact block is pre-filled from your saved default. Edit any field - name, phone, email, QR link, and signature image. All changes apply to this campaign only.
Schedule - by default, the campaign is processed immediately after creation. You can pick a preset for when to start: Now, Tomorrow, Next week, Next month, or use Pick a date to choose a custom date.
Step 4: Review and launch
The final step shows a complete summary of your campaign and its cost before anything sends. The summary brings together everything from the earlier steps:
The campaign name and the recipient count.
The mailing sequence - each step in order with the frequency and send count.
When the campaign will start and the target address (property address or owner mailing address).
Your contact information - the return address you selected, your name, phone number, email address, QR link, and signature preview.
Each section has an edit link that takes you back to the relevant step so you can make changes.
The Order Summary shows your total pieces (recipients multiplied by the number of sends across your sequence), the unit price, and the total cost, broken out per step. If you scheduled future sends, a Scheduled Charges breakdown shows when each charge will hit.
DealMachine mail is paid from your Funds balance, which you manage in your Wallet. Note: If your Funds balance is less than the total cost, you'll see two options - Reload now to top up your balance, or Turn on auto-reload.
Review and accept the terms acknowledgement, then click Save & Launch Campaign. If your schedule is "Now," your campaign begins processing immediately. If you picked a future date, the campaign is scheduled and the first send is queued for that day.