Creating or modifying a direct mailing campaign

You can create a direct mailing campaign to send to clients directly through WellnessLiving. Once you have created a campaign, the postcard you designed is sent via USPS directly to the selected clients.

To create or modify a postcard template, see Creating or modifying a postcard template.

NoteAt this time, direct mailing campaigns are available only to US-based businesses and customers.
NoteThe price to send a postcard is 80 cents (USD).
NoteThe Postcard History Report displays whether postcards have been sent, but does not track their delivery status.

To create or modify a direct mailing campaign:

  1. Click the App Drawer button .
  2. In the App Drawer, click Direct Mail.
  3. On the Direct Mail menu, click Campaigns.
  4. On the Campaigns page:
    • To add a new campaign, click ADD.
    • To modify an existing campaign, click the More button ¬†and select Edit.
  5. Under Campaign Name, enter the name of the campaign.
  6. Click NEXT.
  7. Under Select the Clients that Should Receive the Campaign, choose the clients to which you want to send the campaign. A price estimate is displayed.
    • To send the campaign to all of your clients, choose Entire list. In the list below, select whether to send the campaign to active clients, inactive clients, or both.
    • To send the campaign to specific client types, choose Select Client Types. A list of your client types is displayed. Select the checkboxes next to each client type that should receive this campaign.
    • To send the campaign to specific client groups, choose Select Client Groups. A list of your client types is displayed. Select the checkboxes next to each client group that should receive this campaign.
    • Set the Auto Update option to ON to automatically update your list as clients are added (e.g., when you add a new client to a client group that has been selected to receive this campaign, this campaign will be sent to that client).
  8. Click NEXT.
  9. Under Template, select an existing postcard template from the list. If you want to create a new postcard template, click the Settings button  and select Create New Template. For more information, see Creating or modifying a postcard template.
  10. Click NEXT.
  11. Use the calendar to select the week on which this campaign will be sent.
  12. Click Save & Send Campaign.
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