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DocumentationCampaignCampaign Web User Interface

Create a direct mail delivery create-direct-mail

Last update: Thu May 23 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

You can create a standalone direct mail delivery, or create a direct mail delivery in the context of a campaign workflow. The steps below detail the procedure for a standalone (one-shot) direct mail delivery. If you are working in the context of a campaign workflow, creation steps are detailed in this section.

To create a new standalone direct mail delivery, follow these steps:

  1. Browse to the Deliveries menu on the left rail, and click the Create delivery button.

  2. Under the Channel section, choose Direct mail as the channel, and select a template. Learn more about templates

  3. Click the Create delivery button to confirm.

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  4. Enter a Label for the delivery and access the Additional options drop-down. If your delivery is based on an extended schema, specific Custom options fields are available.

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    Configure the following settings based on your requirements.
    • Internal name: Assign a unique identifier to the delivery.
    • Folder: Store the delivery in a specific folder.
    • Delivery code: Organize your deliveries using your own naming convention.
    • Description: Provide a description for the delivery.
    • Nature: Specify the delivery’s nature for classification purposes.

  5. Click the Select audience button to target an existing audience or create your own.

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    NOTE
    Direct mail recipients must contain at least their names and postal addresses. An address is considered to be complete if the name, ZIP/Postal code field, and town/city fields are not empty. Any recipients with incomplete addresses will be excluded from direct mail deliveries.

  6. Switch on the Enable control group option to set a control group to measure the impact of your delivery. Messages are not sent to that control group, so that you can compare the behavior of the population who received the message with the behavior of contacts who did not. Learn how to work with control groups

  7. Click Edit content to define the information (columns) to be exported into the extraction file. Learn more

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  8. To schedule your delivery to a specific date and time, switch on the Enable scheduling option. After you initiate the delivery, the extraction file will be generated automatically at the exact date and time that you have defined. Learn how to schedule deliveries.

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    NOTE
    When a delivery is sent in the context of a workflow, you must use the Scheduler activity. Learn more in this page.

  9. Click Settings to access advanced options related to your delivery template. Learn more

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  10. Once your direct mail delivery is ready, click the Review and send button to validate and send your delivery and generate the extraction file. Learn how to preview and send a direct mail delivery

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