Create My First Campaign

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Automate Your Follow-up by Creating a New Workflow

Below you will learn step-by-step how to create a workflow .

 

Steps

1. Log in to your Profit Drive account, click on Workflows from the left menu bar.

 

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2. Click on Add Workflow from the top right part of the screen. 

 

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2. Enter a Workflow Name.  This will be needed for sending your direct mail campaign.

 

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3. Choose how you would like to start your workflow, click on  Letters or Postcards (this will be the first direct mail piece sent from your campaign). 

 

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4. Choose the desired delay before your first postcard or letter is sent.

 

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5. Then, click the dropdown of your desired direct mail templates and select your preferred template.

 

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6. Confirm this is the correct template for your campaign. 

 

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7.  Now you are ready to add the second mailer of your campaign.  Click on the Plus Icon to start the next step.

 

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8.  Choose what type of direct mail you would like to be used for the 2nd touch of your campaign.

 

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9.  Choose how long after your first mailer that you would like this 2nd touch to be sent.

 

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Go back to step 5 and continue to build your perfect direct mail campaign!!  Once you have added all of your direct mail touches, click Save on the top right hand on the screen.

 

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Congratulations, you have created a your Workflow.  Now you will be directed to your Workflow Summary Screen where you will see your newly created workflow.

 

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Now See How to Send Your Campaign!

To see how to match your Workflow & Marketing Profile to send your campaign click here.

 

Thank You!

We appreciate you taking the time to learn how to create a workflow! For questions, contact us at support@profitdrive.com

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