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Create & Send Direct Mail

Maggie Dubyk
  • Updated

 

Create Direct Mail

Click on Communications in the Sidebar > Click on the Direct Mails Tab > Click Create Direct MailKeela_2022-01-04_10-56-16.png

Name Direct Mail

Update your Direct Mailing Name, Category, the Assignee, and the Campaign (if applicable) > Click Save.

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(1) Name

This is the internal name that your Direct Mailing will have in the Keela system. 

(2) Category

Choose the category this Direct Mailing applies to (Newsletter, Fundraising, Stewardship, etc.) or leave it blank!

(3) Assignee

This is the team member who is responsible for the Direct Mailing. Note this is optional and for internal organization only.  

(4) Campaign

Is this Direct Mailing connected to a specific fundraiser? Perhaps it's part of a special event? You can connect the Direct Mailing to a Campaign here.

Changing the Name of Direct Mail

If you'd like to change the Name, Assignee or the Campaign of your Direct Mailing, click on the Overview Tab > Click Actions > Click Edit Information

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Adding Recipients to Direct Mail

Choose the list of Contacts that you would like to send your Email Marketing to. You can select All Contacts or choose a previously created Contact Segment.

Tip: The Segment drop-down list only appear if you choose Send to a Contact Segment

A tick box allows you to automatically remove those Contacts with an unknown subscription status. 

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Adding Content to Direct Mail

It's time for the best part - making your Direct Mailing look beautiful! There are several options that you can adjust in the Content Tab of your recently created Direct Mailing.

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Generating Direct Mail 

Ready to generate and download your Direct Mail letters? Head back to the Overview Tab where you will see a Generate Information section. Here you can Preview your letter and when you are ready, click Generate to prompt Keela to generate your letter.

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When you click Generate, you will be prompted to Confirm that you want to create the letters. Once you confirm, you will see the status of the Direct Mailing change to 'Processing' with an update that 'The letters are being generated'.

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Once the letters have been generated you will see the following: 

  • Status of 'Created' with a timestamp
  • Update that 'The letters have been generated'.
  • Download Letters button which will allow you to download the letter to your computer

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Note: when you download letters, you may need to download multiple .zip files depending on the number of letters you are downloading, as .zip files haze size limits. 

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Want to see this in action?

Head over to our Communications Training Video.