The List Automator in FreedomSoft brings next level automation to your outbound marketing efforts with direct mail.
The two main features of the List Automator allow you to create lists that automatically update each month which means you'll have first access to the new records.
And then as these saved lists update each month, the second feature will automatically trigger the Direct Mail Sequence of your choosing to fully automate your direct mail marketing.
The first step in using the List Automator features is to get your search criteria saved using Lead Finder or the Zip Finder / Lead Finder combination.
On the Lead Finder search screen, you will now see the blue Create Saved List button.
Give your search a name and click the blue Save List button.
At this point, you can proceed to selecting the records and creating the list.
You can also apply this saved search to an existing list by clicking "List Automator", turning the toggle on so that it's green and then selecting the list from the drop down.
Once the saved search has been added to the list, the Auto Mail feature can then be activated.
Turn the toggle on (green) and then pick the Mail Sequence from the drop down menu.
At this point, both automations are now in place.
- The list will update according to the saved criteria every 30 days from when the search was saved to the list or from when the new list was created.
- As the list gets updated each month, the newly added records will automatically be sent direct mail based on the selected Mail Sequence.
Note that direct mail will be sent to the newly added records every month as the list updates. If you want to send direct mail to the entire list, select all of the records and click Send Direct Mail which is found in the orange More Actions button.
In the screen shot above, these steps would need to be completed for the 1,062 records.
Also Note that if you import records into the list, those will also need to be manually added to direct mail. The automated direct mail is specifically tied to the automated updating of the list each month.
To learn more about the FreedomSoft MailNow direct mail system, click HERE.