How Does Direct Mail Automation Software Work?

Here’s the step by step guide to create, ship, and automate direct mails within a few hours using PostGrid  

save 100 hours
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Create personalized letters,  postcards, and checks. Customize using our HTML template builder. Create or import contacts from your CRM or upload your own list.

  • Send personalized Letters, Postcards and Cheques
  • CASS/SERP certified address verification
  • Unified API
  • Analytics and Tracking

Trigger & Automate

Automate the creation and sending of direct mail via our REST API. Use our webhook integrations to trigger campaigns without any code. Initiate sending mailpieces in response to events across all of your software. Personalize every sending item using our merge variable system to ensure maximum impact.

  • Detailed API Docs
  • Zapier Integration Available
  • Setup Direct Mail Automation
trigger and automate direct mails
track direct mails in transit


Check your sent mail piece status, view real-time campaign analytics, and download detailed reports, all from a single dashboard. Eliminate all the hassle involved with managing offline campaigns.

  • Reporting & Analytics Dashboard
  • Team Management & Activity Logs
  • Per piece Tracking

Why to Use Direct Mail Automation Software?

Now, this is where marketing automation steps in. Taking the manual labor out of the equation lets you reap many benefits:

Cost + Time Savings: Efficiencies will increase with this technology. Absolutely. The time spent on designing, executing, and mailing new campaigns can be spent creating killer content and researching/strategizing ways of keeping customers coming back. By automating repetitive tasks, costs are reduced.

Reduced Risks & Inaccuracies: Maintaining an accurate CRM is the best way to prevent your team from accidentally entering the wrong address, spelling, or name.

Trackable Outcomes: There is a lot of legwork involved in tracking traditional mailings. Adding QR codes to direct mail or links that can be tracked allows you to view and report on status updates makes it easier to automate direct mail.

Diversified Offline Communications: Your business will have a more positive impact on your customers when the process becomes straightforward. And you mix up with your brand message (with little effort). You will make them feel appreciated and don’t let your staff run out of energy. Everyone Wins!

Combine Your Online and Direct Mail Marketing Strategies

A multi-channel marketing strategy powered by a single customer view is the best way to ensure effective direct mail campaigns. Using PostGrid for automated direct mail will help you launch direct mail that is both personalized and relevant to your customers. By providing you with:

Fostering Human Connection: Appreciation letters, or generic letters or postcards with a touch of Personalization.

Leaves a Stronger Impact: Creativity, personalization, and simplicity of direct mail automation create an irresistible impact on the customers.

More Streamlined Experience: Let your customers reach from the mailbox to your website- Connect with people in a streamlined manner with automated direct mail tool.

Direct Mail Management

With direct mail management tool, you can design and send postcards and letters easily. You can also launch campaigns and measure results based on your existing data directly from your CRM system. Features include:

  • Easy-to-use dashboard
  • Template gallery with pre-flighting
  • Easy personalization
  • Variable data postcards
  • Live tracking and analytics
  • Real-time address verification

Direct Mail Management Software: The Offerings

There are many ways to automate direct mail, including sales, marketing, and customer. Using direct mail automation, you can ensure that the right clients receive your message at the right time. Here’s what more you can do:

  • Warehousing and Fulfillment: Using a tactile automation solution enables warehousing off-site on your behalf. Furthermore, inventory can be organized and sorted automatically, neatly, and safely, and on-site storage can be used for other things.
  • Software Integrations: You can easily incorporate automated direct mail into your current marketing campaigns via a good direct mail automation software solution that integrates across your tech stack. Additionally, you can also send the campaign from wherever you are working.
  • Packing & Mailing Service: A direct mail management software helps to eliminate the tedious manual aspect of figuring out how to stuff envelopes and how you can add that personalized touch.

Top Direct Mail Software in the Industry

Direct mail automation software helps you automate the process of mailing postcards, letters, invoices, and a lot more. In addition to allowing direct mail campaigns to be created, personalized, sent, and tracked, these tools enable marketers to track and target them more efficiently.

When a piece of direct mail has been delivered, top direct mail software can trigger digital events, such as sending an email, based on the confirmation of delivery.

Some of the top direct mail software are listed below:

  1. PostGrid
  2. SnackMagic
  3. Sendoso
  4. ContactPigeon
  5. Switch
  6. Thnks
  7. ReachDesk

Benefits of Direct Mail Marketing Automation Software

Save Time

When you decide to launch your direct mail marketing campaign, a large chunk of your time goes into it. As you:

  • Start by getting all of your teams on board.
  • Together, you decide the format and ask your designer to complete the task on his end accordingly.
  • Then your content writer creates the message you want on your mail pieces.
  • Once the design is in your hands, you send it to the owner for approval.
  • From there, if you get any feedback, you work on that, fix the details, then send it back again to the owner for the final approval.
  • Then the designs are sent to the print labs and based on the address list, you get a number of direct mail printed.

But, it’s not over yet.

  • Then, you send these mail pieces to your local postal services.
  • Be done with all the needed formalities.
  • Make the payment
  • And finally, ship it.
  • Then you wait for 3-5 working days (or more, depending on the circumstances) to get your direct mail delivered.
  • Still, there’s no means to track these tasks, you just keep putting in efforts hoping it works out.

Keep the data secured

Apart from marketing campaigns, businesses send all kinds of transactional mail through direct mail. For example:

  • Financial statements
  • Invoices
  • Bills
  • Welcome mail
  • Confirmation mail
  • Thank you mail
  • Activation mail
  • Birthday mail
  • Anniversary mail
  • Feedback mail
  • Notices mail
  • And others

Our HIPAA and PIPEDA compliant partners will ensure safe and secure processing.

Track the campaigns

  • After launching the campaign, it’s important to know where your mailpieces are in the process. Hence, we give regular reports on the exact location of each of your mail pieces.
  • From printing, processing, and shipping to the final delivery – get updates on each step. To get these regular notifications, all you have to do is register your contact details by logging in to your PostGrid dashboard.
  • Get the analytical reports on the performance of each campaign and improve the upcoming campaigns based on the results.

Reduce the cost

  • With our address verification API software (that you get free with PostGrid), verify the accuracy of all of your contacts’ details, remove duplicate addresses and correct the incomplete or wrong data – eventually stop misspending on the returned or lost direct mail.
  • Get great deals on per direct mail print prices because of our huge client base, bulk printing, and a vast network of print labs.
  • Save time, the money spent in resources, and labor cost by investing in a single software.

Improve ROI

  • Send the direct mail only to the accurate addresses after filtering the data from our address verification software and avoid missed opportunities.
  • Personalize each of your direct mail and enhance your prospects and customers engagement – it leads to more website traffic, increases your brand awareness, and boosts sales.
  • Industries like Real Estate, Insurance, Healthcare, Banks, Financial Services, Non-Profits, Retail, and Education sectors can see huge ROI using PostGrid.

Scale any time

  • Scale your marketing campaigns, an outreach of your direct mail, and membership with PostGrid at any time.
  • Manage the data, edit the targeted audience’s details, and increase the number of direct mail you send whenever you want.
  • Change or increase the number of your launched campaigns based on your customers’ journey or after studying the result of the previous campaign.
  • Use the top and best direct mail tool to scale your direct mail needs

Integrates with Your Favorite Tech Stack & Tools

Easily Improve your workflow and automate print & mail through seamless integration capabilities.

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Ready to Get Started?

Start transforming and automating your offline communications with PostGrid