Purpose: Summarize process for creating a mail sequence for a single mailing address


  • Go to Mail workspace


  • Go to the ‘One Off’ app



  • To create new campaign click ‘Add Mail’ button located top right




  • Start typing the address and choose the correct one from the drop-down as it populates



  • Click ‘Save Mail’ button at the bottom of the page to ensure the new item is saved



  • The system then searches for the owner’s name and  mailing address (5 credits) and adds it to the ‘Prospect’ field
  • Refresh the screen and system will populate ‘Owner Name’ and ‘Owner Address’ fields
  • Choose the number of mailers you want sent in the drop-down (1- 8)
  • Add image of the property into the ‘Image’ field
  • Add telephone number you want the owner to call in the ‘User Cell Phone Number’ field
  • Review and confirm all is correct then click the ‘Submit Campaign’ button
  • The system will add a preview link to the Activity Window
  • Click the preview link to review mailers 
  • Approve pricing and mailers to begin campaign