How to Create a Personalized Mail Campaign

By tailoring your messages to specific individuals, you increase the likelihood of engagement and conversion. Here’s a step-by-step guide on how to create your own personalized mail campaign.

1. Go to Your Dashboard After Logging In and Click “Build a Custom Campaign”

After logging in to your account, navigate to your dashboard. From there, click on the “Build a Custom Campaign” option to start setting up your personalized mail campaign.

2. Give Your Campaign a Title

Begin by giving your campaign a unique and descriptive title. This helps you easily manage and track your campaign throughout its duration.

3. Select the Personalized Mail Format

Choose the “Personalized Mail” format from the available options. This format is designed for campaigns that need to address recipients individually, making each piece of mail more relevant and engaging.

4. Choose an Induction Date (Date the Campaign Material Is Sent to Canada Post)

Select the induction date, which is when your campaign materials will be handed over to Canada Post. Planning this step ensures your mail reaches recipients at the optimal time.

5. Choose an Audience or Build One and Input the Size of Your Campaign

You can either select an existing audience or build a new one based on your campaign’s goals. When setting the size of your campaign, you can define it by the number of people you want to reach or by your budget.

6. Select the Frequency and the Format of Mail Size to Use

Decide how often your mail will be sent and choose the size of the mail piece. Each section will provide details on campaign and postage rates, along with the total cost, helping you stay within your budget.

7. Submit Your Design, Select a Template, or Request a Custom Design by the PostNow Team

At this stage, you can either submit your own design, choose from available templates, or request a custom design from the PostNow Team. The design of your mail piece is crucial for capturing attention and delivering your message effectively.

8. Add Any Notes as Required About Your Campaign in the Section Provided

If there are any specific instructions or details about your campaign, add them in the notes section. This ensures that all aspects of your campaign are executed according to your preferences.

9. Agree to Terms and Click “Generate Campaign & Checkout” to Complete Your Campaign or Click “Save Progress” to Finish Later

Before finalizing your campaign, review and agree to the terms and conditions. If you’re ready to proceed, click “Generate Campaign & Checkout” to complete the setup. If you need more time, you can click “Save Progress” to finish later.

10. Go to the Checkout Page and Fill in the Information to Finish the Order

On the checkout page, fill in all the necessary details to complete your order. This includes payment information and any final confirmations required to launch your campaign.

11. You Can Leave Comments as the Order Gets Updated and Keep Track of the Progress

Throughout the process, you can leave comments, upload files, and make edits as your order progresses. This feature allows you to stay updated and ensure everything is on track.

• Upload Files: You can upload any additional files needed for your campaign or make edits as necessary.
• Include a QR Code: It’s highly recommended to include a QR code in your design. If you don’t already have one, the PostNow Team can assist you in creating one.

Conclusion

Creating a personalized mail campaign is a powerful way to engage your audience on a deeper level. By following these steps, you can ensure your campaign is well-targeted, cost-effective, and visually compelling. Ready to get started? Build your personalized mail campaign today and see the impact personalized marketing can have on your business!