Using Left Main’s Direct Mail app provides the opportunity to centralize and track all Direct Mail data in one place. This article outlines various methods to submit Direct Mail orders and considerations for each.
Direct Mail Feature Compatibility
Standard Direct Mail | Direct Mail Cadences | Direct Mail Campaigns | |
|---|---|---|---|
Send from individual Lead or Opportunity record | X | ✓ | X |
Send from individual Contact record | X | X | X |
Send from Lead, Opportunity or Contact list view | ✓ | X | X |
Associate a Campaign phone number with mail piece(s) sent | X | X | ✓ |
Associate phone number in Company Setup with mail piece(s) sent | ✓ | ✓ | X |
Cancel order from Company Setup | X | X | ✓ |
Insert custom text templates | ✓ | X | ✓ |
Customize mail piece colors | ✓ | X | ✓ |
Receive a PDF preview | ✓ | X | Partial |
Send Direct Mail From List View
Considerations
Bulk selection is limited to approximately 100-200 records depending on the number of background processes running in an org.
Using the Campaigns object to send Direct Mail in bulk is recommended for improved tracking and reporting capabilities.
Apply a Direct Mail Cadence From the Lead or Opportunity Record
Considerations
Direct Mail Cadences are only supported on the Lead and Opportunity objects
Applying Direct Mail Cadences in bulk is not supported by default, as using the Campaigns object to send Direct Mail in bulk is recommended for improved tracking and reporting capabilities.
Send Direct Mail From the Campaign List View
Considerations
Selecting more than one campaign from Campaign list view to begin a Direct Mail order is not yet supported.
Recommendation: Plan the budget and expected response rate for Direct Mail campaigns annually using Campaign hierarchy. Analyze and adjust Campaign success on a quarterly and monthly basis to inform planning for the following fiscal year.
Example
Parent Campaign: FY25 Marketing
Child Campaign: 2025 Direct Mail
Grandchild Campaign: 2025 FQ1 Direct Mail: Pre-Foreclosures
Schedule Direct Mail From an Individual Campaign Record
Considerations
In the below example, if you have 90 records in a Campaign, Direct Mail will be sent to 30 contacts each Monday until all contacts have received the mail piece, effectively ending the campaign after 3 weeks.
