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How to Create and Edit Direct Mail Sequences (Automation Setup Guide)

  • Updated

Mail Sequences are the backbone of the Direct Mail system. They allow you to automate follow-up by sending postcards or letters on the schedule you choose, keeping your marketing consistent without extra effort. A mail sequence is a series of one or more mailers that uses automation to send mail at the time delay of your choice. 

 

Types of Mail Sequences

Single-Step Sequence

  • Sends one piece of mail on a time delay of your choice.

  • Can be set to automatically repeat.

  • Example: A single-step sequence with a “We Buy Houses” postcard and a 0-day delay sends that postcard immediately whenever a record is added to the sequence.

Multi-Step Sequence

  • Incorporates more than one step to send multiple mailers over time.

  • Can be set to automatically repeat.

  • Example: Target absentee owners with a 5-step “Tired Landlord” sequence (days 0, 30, 60, 90, 120). Each mailer speaks to the motivations of a tired landlord.

Note: Start accounts include single-step sequences. Grow & Scale accounts include both single-step and multi-step. To upgrade, click here. 

How to Edit a Direct Mail Sequence

  1. Hover over your name at the top of any screen and select Settings.

  2. In the left-hand menu, click Mail Sequences.

  3. On this page, you’ll see default mail sequences.

    • Click the pencil icon to edit.

    • Click the duplicate icon to make a copy.

 

How to Add a New Direct Mail Sequence

  • In Mail Sequences under Settings, click New Mail Sequence.

  • Name the sequence (e.g., 3 Step Vacant House Sequence – Denver).

  • Select the target audience (Sellers, Buyers, or Contacts).

  • Add an optional description to stay organized.

  • Choose whether the sequence repeats. If yes, set how many days before it restarts.

  • Click Add New Step to build the sequence.

    • Template: Select which direct mail template will be used.

    • Lead Capture: Choose a FreedomSoft Campaign (recommended) or a non-FreedomSoft phone number. If you use a campaign, its linked phone number auto-populates.

    • Return Information: Fill this in (required by USPS).

    • Delay: Set how many days after the previous step this mailer should send (0 days = immediate).

    • Overwrite Other Steps: For multi-step sequences, this copies attributes (like return info and lead capture) to all steps. Delay settings must still be adjusted individually.

    • Click the blue Save button to finish.

 

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