How Does Direct Mail Automation Software Work?

The old process involved project managers at letter shops, agencies, or printer/mailer companies managing campaigns using spreadsheets,.CSV files, and FTP. These semi-manual processes were expensive and error-prone. Now, automated direct mail software eliminates these barriers and enables marketers to manage their direct mail campaigns just like their digital marketing campaigns.

Direct mail automation software works by integrating with your CRM (such as Salesforce) to trigger event-based mailings. These workflows can range from a user visiting your website to an inactive customer receiving a thank you card for their continued business. This allows you to connect with your audience in a way that is not only highly personal, but also increases your chances of brand affinity and repeat business.

The best direct mail automation software can also be integrated with ecommerce websites. This allows you to use a user’s purchase history, product preferences, or demographic information to create customized and targeted mailings. This can lead to more sales, improved customer service, and a better overall experience for your customers.

The best direct mail automation platforms will be able to sync with your CRM and track your campaign results in real-time. This will allow you to quickly and accurately make changes to your campaigns based on actual data rather than relying on guesswork. You’ll be able to see what’s working and what’s not, all from one dashboard. Then, you can make changes to your campaigns in real-time without having to worry about losing any of the work you’ve already done.