Your first campaign

Before you create your first campaign with us, it's important that you have signed up for an account and have spent some time thinking through copy and design. You'll also need your data ready to go before taking the steps within this article.

If you'd like to see any case studies for inspiration or would like to double check your data is formatted correctly, please get in touch via our live chat.

Video tutorial

Step 1: Create a Template

1. Navigate to the Templates section
2. Select your product format (letter, postcard, flat card, folded card, etc.)
3. Design your template with your preferred handwriting style, content, and elements
4. Publish your template when ready

Step 2: Create a Campaign

1. Click the "Create Campaign" button
2. Name your campaign (e.g., "March 16th Prospecting")
3. Select your previously created template
4. Choose the delivery method:
   • Direct mail - sent from our facilities directly to recipients
   • Bulk shipping - sent to you in bulk to distribute

Step 3: Add Recipients

1. Upload your CSV file containing recipient information
2. Map your CSV columns to the appropriate fields
3. Review any address validation feedback
4. Submit your recipients for processing

Step 4: Review and Pay

1. Review your campaign details and recipient previews
2. Add your return address if desired
3. Proceed to checkout and complete payment
4. Your campaign will move from "Pending" to "Ready to Ship" status

Campaign Status and Processing

After payment, your campaign will progress through these statuses:

1. Pending → Ready → Shipped
2. We dispatch same or next working day after payment
3. You can monitor campaign status in your dashboard

Delivery times

We ship all campaigns through USPS, Royal Mail, or Canada Post. Here's a rough estimate of the time it might take:

For bulk shipping campaigns, they will arrive through a tracked service within 2-3 working days.