Create direct mail sequences

Learn how to send personalized direct mail in your marketing campaigns

In Invelo, direct mail sequences let you send multiple mailers to leads over time automatically. You choose the templates, timing, and number of mail pieces to stay consistent with your outreach without needing to manage each step manually.

Creating a direct mail sequence

1. Click on Campaigns from the left-hand menu of Invelo.
   
   
2. Once you're in the Campaigns page, click Create campaign. 
   
   
3. Choose whether you would like to market to Property Owners or Buyers. 
   
   
4. Enter your campaign details, filter conditions, and settings on the left part of the screen. 
   
   
5. Click on Add sequence. 
   
   
6. Select Send direct mail as your outreach action. 
   
   
   
   
7. Choose a mailer type. The different direct mail types Invelo supports are the following: 
    
   • Postcards
   • Personal Letters
   • Professional Letters
   • Real Penned Letters
   • Snap Pack Mailers
   • Bi-Fold Self-Mailers
   • Tri-Fold Self-Mailers
8. Select a design type from the list. You can either choose Invelo's pre-designed mailers, or choose one of your own under My templates.
   
   
9. Select your postage type, then click Next.
   
   
   
   
10. Choose a Sender profile or create one. 
    
    
    
    
11. Check the Preview to see what your direct mail would look like. 
    
    
12. Once you're good with the proof, check the checkbox to Agree to the terms. 
    
    
    
    
13. Click Confirm.
14. Add your send date to proceed to the next step. You may keep adding sequences depending on your strategy.