Direct Mail Templates make it quick and easy to generate letters, postcards, and other forms of direct mail. You can use standard templates provided or create your own.
These templates are the foundation of Mail Sequences, which are the backbone of the Direct Mail System.
Navigate to Settings
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Hover over your name in the top-right of any screen.
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Click Settings.
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In the left pane, select Templates and then click Direct Mail Templates.
Your Templates vs. System Templates
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Your Templates: Upload or create a new template by clicking the blue New Direct Mail Template button.
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Edit Your Templates: Click the pencil icon.
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System Templates: Create a duplicate first by clicking the duplicate icon (two pieces of paper). Once duplicated, you can edit freely.
Using the Template Editor
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Select an element to edit—it will be highlighted with a blue border.
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The editing options will appear on the left-hand side.
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Use merge fields in the Custom Variables section to automatically add seller, buyer, property, or contact information to your templates.
Inside the editor, you can:
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Add New Element
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Clear This Page (deletes all elements on the side you’re editing)
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Preview This Page to see what the final mail piece will look like
Available Elements
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Text – Add custom copy or merge fields (e.g., seller’s name, property address, or campaign phone number).
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Image – Upload an image to appear on your mail piece.
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Doodles – Add graphics from the Doodles Library (requires one-time purchase).
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Streetview – Insert Google Streetview images of properties (available on MailNow Premium and Enterprise plans, not Basic).
Save Your Work
- Click the blue Save Changes button when finished.