Add a Postcard to a Campaign

To add a postcard to a campaign, go to the campaign you're adding it to, and expand the Review and Configure Steps section. Then click Add Step.

Screenshot of add step button

Select direct mail from the menu and click Add Step again.

Screenshot of campaign step types- direct mail step shown

Now you'll see postcard designs that you can choose from to add to your campaign. You can choose from the design library, or you can select Saved Designs to add a postcard you've already customized.

Screenshot of saved design option under search options

Click on the design thumbnail to select the image. Here you can either edit the design, or if you've already customized the postcard, you can select Add to Campaign.

Screenshot of add to campaign button on direct mail step

Repeat this process to add as many postcards as you wish. When you’re finished, click Save & Continue.

Screenshot of save and continue button on campaign step

Lastly, you'll have to reactivate your campaign. Simply check the "I have reviewed..." box, and click Activate Campaign.

Screenshot of activate campaign button

Helpful Tips:
  • If a saved design says “No Longer Accessible”, then that template has been retired and is no longer available for use.
  • If you want to add an email step, follow the same steps, just select Email as the step type.

How did we do?

Add a Contact to a Campaign

Add an Activity to a Campaign