Ways to use Direct Mail in Agile CRM
- Use Marketing Automation to send Direct Mail to Leads without an activity in 10 days
- Send Direct Mail, such as a Thank You Card, to all Contacts in an Account
- Add Direct Mail tracking data e.g. received date, visited PURL, to a Contact’s record.
- Copy a Direct Mail campaign and re-use with stale opportunities
- Automate sending a Direct mail postcard to an opportunity’s Primary Contact
How to send Direct Mail from Agile CRM
- Trigger Mail when a new lead is created
- Integrated into a list import
- 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 Agile by triggering Direct Mail to leads, contacts, accounts and opportunities. Direct Mail in Agile is a proven way to get your audience’s attention.
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
About Postalytics
Postalytics gives you the power to integrate Direct Mail into Agile and hundreds of other apps to stand out from the crowd and earn engagement with your prospects.
