Upcoming live webinars:

  • Market Leader 101 - Getting Set Up for Success Monday, April 19 9:00 AM-10:00 AM
  • Market Leader 101 - Customize Your Website Monday, April 19 10:00 AM-11:00 AM
  • Market Leader 101 - Working with Website Leads Tuesday, April 20 9:00 AM-10:00 AM
  • Market Leader 101 - Working with Seller Leads Tuesday, April 20 10:00 AM-11:00 AM
  • Market Leader 101 - Getting Set Up for Success Wednesday, April 21 9:00 AM-10:00 AM
  • Market Leader 101 - Customize Your Website Wednesday, April 21 10:00 AM-11:00 AM
  • Market Leader 101 - Working with Website Leads Thursday, April 22 9:00 AM-10:00 AM
  • Market Leader 101 - Working with Seller Leads Thursday, April 22 10:00 AM-11:00 AM

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To add a postcard to a campaign, go to the campaign you're adding it to, and expand the Review and Configure Steps section. Then click Add Step.

Select direct mail from the menu and click Add Step again.

Now you'll see postcard designs that you can choose from to add to your campaign. You can choose from the design library, or you can select Saved Designs to add a postcard you've already customized.

Click on the design thumbnail to select the image. Here you can either edit the design, or if you've already customized the postcard, you can select Add to Campaign.

Repeat this process to add as many postcards as you wish. When you’re finished, click Save & Continue.

Lastly, you'll have to reactivate your campaign. Simply check the "I have reviewed..." box, and click Activate Campaign.

Helpful Tips:

  • If a saved design says “No Longer Accessible”, then that template has been retired and is no longer available for use.
  • If you want to add an email step, follow the same steps, just select Email as the step type.

Additional Resources: