Market Your Business

Learn the basics of Marketing with Invelo


Marketing with Invelo is very much encouraged if you want to reach your Prospects and bring awareness to your business.

  • To begin marketing with Invelo, you will need to create your Marketing Audience by way of filters.

  • The second element needed to begin marketing is a Marketing Profile which contains attributes that will be used on your marketing pieces.

  • We have two types of marketing on Invelo - Prospect Marketing which requires a marketing audience of a minimum of 100; and Leads Marketing which does not require 100 records before you can start.

  • If you are interested in a design that is not on Invelo, we invite you to create a Custom Direct Mail Template request. Our design team will look at it, create it, and provide it for you to use in-app.

Create marketing profiles 

Create a prospect marketing campaign

Identify your marketing audience