Sending Direct Mail (Postcards and Letters) (Lofty AOS)

Introduction

Direct Mail sends physical postcards and letters to your leads without leaving Lofty — just-listed announcements, market updates, or a geographic farming campaign — and tracks delivery and engagement back to the CRM. Mailers are paid for with mail credits.

Before You Start

• Credits — the Direct Mail dashboard shows your Remaining Balance. If it's low, use Add Credits before building a campaign.
• Return address — set your sender details under Personal Info so mailers are compliant and returnable.

Opening the Print Mailers Wizard

1. In the left menu, go to Marketing → Direct Mail.
2. Click Print Mailers. The wizard opens with four steps down the left side.

Step 1 — Select Mailer Type

Choose what you want to send:

• Postcard
• Letter

Then click Next.

Step 2 — Select Design

Pick a template, then customize it:

• Front Design and Back Design — edit each side of the piece.
• Set Up Tracking — add response tracking so you can measure engagement.

Step 3 — Set Up Recipients

Choose who receives the mailer — for example, a segment of leads or a geographic list.

Step 4 — Review Order

Review the mailer, recipient count, print date, and credit cost, then submit the order.

Tracking Your Results

Back on the Direct Mail dashboard, Your Engagement shows Total Sent, Total Delivered, and Engaged Leads. Your campaigns are listed under the One-Time and Monthly Plan tabs so you can compare performance over time.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.