Ways to use Direct Mail in Redtail
- Use to send Direct Mail to Leads thats have changed status in the pipeline
- Send Direct Mail, such as a Holiday Card, to all Contacts in an Account
- Add Direct Mail tracking e.g. received date, visited PURL, to a Contact’s record.
- Copy a Direct Mail campaign and resend to clients that have little interaction
- Automate sending a Direct mail postcard to an opportunity’s Primary Contact
How to send Direct Mail from Redtail
- Trigger Direct Mail when a new lead is created
- Integrated into a list import of many types
- On a lead to contact conversion
- One click to send Direct Mail to your entire contact list
- Trigger that runs when an opportunity is set to closed-lost
- Workflow rule on change in lead or contact’s job title
Earn The Conversation
You can get so much more value from Redtail by triggering Direct Mail to leads, contacts, accounts and opportunities. Direct Mail in Redtail is a proven way to get your audience’s attention.
About Redtail
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
About Postalytics
Postalytics gives you the power to integrate Direct Mail into Redtail and hundreds of other apps to stand out from the crowd and earn engagement with your prospects.