While in the AutoMail application,
- Select ‘New Client Follow-Up’ from the left menu or one of the various ‘New Client Follow-Up’ buttons.
- Enter your recipient’s information.
- Choose a set of pre-designed templates you wish to start with.
- If you wish - in Step 3, you may set a mailing cycle and customize your campaign designs.
- If you are happy with the card designs and default mailing cycle, you can skip this step.
- In Step 4, review your campaign details. Once you are satisfied, activate your campaign by selecting the ‘Complete Order’ button.
- The campaign will automatically fulfill on the next available month or the next month you have scheduled (whichever happens first).