{"id":2635,"date":"2022-10-12T21:19:50","date_gmt":"2022-10-12T21:19:50","guid":{"rendered":"https:\/\/solutionsreview.com\/marketing-automation\/?p=2635"},"modified":"2023-08-18T20:59:50","modified_gmt":"2023-08-18T20:59:50","slug":"how-to-automate-and-optimize-direct-mail-campaigns","status":"publish","type":"post","link":"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/","title":{"rendered":"How to Automate and Optimize Direct Mail Campaigns"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2636\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns.jpg\" alt=\"How to Automate and Optimize Direct Mail Campaigns\" width=\"800\" height=\"400\" srcset=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns.jpg 800w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns-300x150.jpg 300w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns-768x384.jpg 768w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns-540x270.jpg 540w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns-162x81.jpg 162w, https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns-360x180.jpg 360w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: justify;\"><em><strong><span class=\"NormalTextRun SCXW83905562 BCX0\"><span class=\"TextRun SCXW275158 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW275158 BCX0\">As part of Solutions Review\u2019s\u00a0<a href=\"https:\/\/solutionsreview.com\/solutions-review-contributor-guidelines\/\" target=\"_blank\" rel=\"noopener\">Contributed Content Series<\/a>\u2014a collection of articles written by industry thought leaders in maturing software categories\u2014<\/span><\/span>Summer <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SpellingErrorHighlight SCXW83905562 BCX0\">Hahnlen<\/span><span class=\"NormalTextRun SCXW83905562 BCX0\">, the Senior Director of Customer Success at <a href=\"https:\/\/www.lob.com\/\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">Lob<\/a>, outlines some best practices for automating direct mail campaigns.<\/span><\/strong><\/em><\/p>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">The growing prevalence of digital noise makes it difficult for marketers to engage consumers solely through online efforts. For example, a <a href=\"https:\/\/www.pfl.com\/forrester-study-2022\/\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\">recent Forrester study<\/a> says that 76 percent of marketing leaders say their digital marketing tactics are losing steam. <\/span><span data-contrast=\"none\">Given this trend, it makes sense that many marketing professionals are looking to integrate other, more promising channels into their marketing mix, including direct mail.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Direct mail has long been an effective marketing strategy. <\/span><span data-contrast=\"none\">Why has it taken a back seat to digital channels?\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><span data-contrast=\"none\">The primary reason is that direct mail campaign execution has historically required lots of time and manual effort. Many organizations have also taken a siloed approach to direct mail, making it difficult to measure success in conjunction with other strategies. These obstacles prevent marketers from taking advantage of the power of direct mail.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">As we enter the new world of omnichannel marketing, marketers need to bolster their omnichannel strategy and combine digital and physical channels. Marketers today must take advantage of various channels to stand out in a noisy market, engage with consumers, and drive revenue growth and ROI.<\/span><span data-contrast=\"none\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><strong>What&#8217;s the Secret Behind Direct Mail?\u00a0<\/strong><\/h3>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">It solves the connection challenge many marketers face in our digitally dominated world. Direct mail enables marketers to create seamless consumer experiences across physical and digital touchpoints. And with the help of emerging technology, it does so in a personalized, connected, and measurable way.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">For marketers looking to leverage direct mail automation, here are steps and best practices for incorporating direct mail into a cohesive marketing strategy\u00a0that generates tangible results without increasing marketing complexity.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><b><span data-contrast=\"none\">How to Automate Direct Mail Campaigns\u202f<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h3>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">The key to direct mail campaign execution is automating the entire process. This can be achieved by integrating technology that makes direct mail intelligent with hyper-personalization, measurable ROI, and campaign analytics. Here is a breakdown of how to automate your direct mail campaigns:\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Plan in Advance<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Direct mail should be considered in marketing campaigns from the beginning. That way, marketers can plan strategic direct mail touchpoints and decide ahead of time what role the channel will play in the campaign (e.g., initial touchpoint, follow-up connection, or final engagement). Ideally, direct mail goes out when marketers intend and hits mailboxes in conjunction with offers or promotions through digital channels. The good news is that people respond well to direct mail when it&#8217;s used in this way, as seen in Lob&#8217;s 2022 <\/span><a href=\"https:\/\/www.lob.com\/ebooks\/2022-state-of-direct-mail-consumer-insights\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\"><span data-contrast=\"none\">State of Direct Mail Consumer Insights<\/span><\/a><span data-contrast=\"none\"> report, which found that 64 percent of consumers took action on a direct mail piece due to an offer or promotion coming in at the right time.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Set Triggers<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Marketers can then set triggers that automatically send assets at the ideal moment according to campaign plans. With the right direct mail automation software, this is easy. Marketers can choose a target delivery date for mail pieces to ensure collateral arrives on time. They can also use data points, like abandoned carts, last login dates, and last purchase dates, as triggers to ensure communications are tied directly to customer behaviors.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Identify and Personalize<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Direct mail is most effective when it&#8217;s personalized to the recipient. Modern marketing teams should aim to merge certain variables, like the customer&#8217;s name or a photo of a previous purchase, into physical assets. Doing so increases conversion, especially for consumers between <\/span><span data-contrast=\"none\">18-34<\/span><span data-contrast=\"none\">. This functionality is not a next-gen capability\u2014personalizing direct mail pieces is table stakes. McKinsey found that <\/span><a href=\"https:\/\/www.mckinsey.com\/industries\/retail\/our-insights\/personalizing-the-customer-experience-driving-differentiation-in-retail\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\"><span data-contrast=\"none\">80 percent of customers<\/span><\/a><span data-contrast=\"none\"> are likelier to purchase products or services from brands that offer personalized experiences. Robust design and copy are, of course, also crucial.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Tracking<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Marketers should also have one-to-one tracking capabilities for their direct mail channels. Assets should include personalized URLs, unique coupon codes, phone numbers, or QR codes with appended UTM tracking. That way, marketing teams can measure success, which has long been a challenge in direct mail campaigns.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Attribution Window<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Finally, it&#8217;s essential to set an attribution window of about three to six weeks after sending direct mail. On average, a piece of <\/span><a href=\"https:\/\/www.sba.gov\/blog\/direct-mail-hot-again-heres-how-use-it\" target=\"_blank\" rel=\"noopener nofollow\" class=\"external\"><span data-contrast=\"none\">direct mail lifespan is 17 days<\/span><\/a><span data-contrast=\"none\">.<\/span><span data-contrast=\"none\"> The <\/span><span data-contrast=\"none\">State of Direct Mail Consumer Insights<\/span><span data-contrast=\"none\"> report mentioned previously also highlights that 85 percent of recipients regularly read direct mail immediately, the same day, or later. So, setting an appropriate attribution window ensures that mail pieces get the credit they deserve.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Best Practices for Automating Direct Mail Campaigns\u202f<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h3>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">On top of following the automation steps above, marketers should also implement these direct mail best practices.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Leverage Digital Marketing Data<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Digital channels, including social media platforms and email marketing, contain rich data points that inform how to use direct mail as effectively as possible. Marketers should leverage their <strong><a href=\"https:\/\/solutionsreview.com\/marketing-automation\/the-best-marketing-analytics-tools-and-platforms\/\" target=\"_blank\" rel=\"noopener\">analytics tools and digital insights<\/a><\/strong> to maximize customer acquisition and retention.\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Maximize ROI by Using Automation Tools<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\"><a href=\"https:\/\/solutionsreview.com\/marketing-automation\/marketing-automation-buyers-guide\/\" target=\"_blank\" rel=\"noopener\">Automation solutions<\/a>, like SaaS apps with social media and email analytics, are powerful tools for customer outreach. Marketers can maximize ROI and increase marketing productivity by automating areas like address verification, personalization, and trigger-based direct mail.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h4 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Track Data<\/span><\/b><\/h4>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">With a SaaS automation tool for direct mail marketing, teams can perform all the analytics that an email-based campaign delivers. This makes activities like split-testing direct mail campaigns and measuring ROI possible and necessary. Again, this is paramount for illuminating the black box label that has long followed direct mail.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<h3 style=\"text-align: justify;\"><b><span data-contrast=\"none\">Direct Mail Improves Marketing Performance Across the Board<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/h3>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Marketers finally have the tools they need to capture the total value of direct mail. They can execute campaigns according to their visions by scheduling, setting triggers, and building direct mail into broader omnichannel campaigns that boost results. They also have more visibility into direct mail performance and can track when things are processed and delivered to the consumer.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span data-contrast=\"none\">Perhaps most important, when marketers use automated direct mail as part of their marketing tech stack, the effectiveness of all the channels improves. Direct mail doesn&#8217;t just generate positive results in isolation\u2014it brings up conversion, retention rate, and repurchase rates for digital channels, making direct mail automation an essential tool for modern marketers.<\/span><\/p>\n<hr \/>\n<p style=\"text-align: justify;\"><div class=\"widget\"><div class=\"aside-card\">\t\t\t<div class=\"textwidget\"><p><a class=\"speedbump-3\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/marketing-automation-buyers-guide\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1682\" title=\"Marketing Automation Buyer's Guide\" src=\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2019\/02\/marketing-automation-bg-speedbump.jpg\" width=\"800\" height=\"225\" \/><\/a><\/p>\n<\/div>\n\t\t<\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As part of Solutions Review\u2019s\u00a0Contributed Content Series\u2014a collection of articles written by industry thought leaders in maturing software categories\u2014Summer Hahnlen, the Senior Director of Customer Success at Lob, outlines some best practices for automating direct mail campaigns. The growing prevalence of digital noise makes it difficult for marketers to engage consumers solely through online efforts. [&hellip;]<\/p>\n","protected":false},"author":359,"featured_media":2636,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5],"tags":[2519,1979,1767,1978],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Automate and Optimize Direct Mail Campaigns<\/title>\n<meta name=\"description\" content=\"As part of Solutions Review&#039;s Contributed Content Series, Summer Hahnlen of Lob outlines some tips for automating direct mail campaigns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Summer Hahnlen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/\",\"name\":\"How to Automate and Optimize Direct Mail Campaigns\",\"isPartOf\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns.jpg\",\"datePublished\":\"2022-10-12T21:19:50+00:00\",\"dateModified\":\"2023-08-18T20:59:50+00:00\",\"author\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#\/schema\/person\/3297610c68808a74222185a854df495b\"},\"description\":\"As part of Solutions Review's Contributed Content Series, Summer Hahnlen of Lob outlines some tips for automating direct mail campaigns.\",\"breadcrumb\":{\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/#primaryimage\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns.jpg\",\"contentUrl\":\"https:\/\/solutionsreview.com\/marketing-automation\/files\/2022\/10\/How-to-Automate-and-Optimize-Direct-Mail-Campaigns.jpg\",\"width\":800,\"height\":400,\"caption\":\"How to Automate and Optimize Direct Mail Campaigns\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/how-to-automate-and-optimize-direct-mail-campaigns\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/solutionsreview.com\/marketing-automation\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Automate and Optimize Direct Mail Campaigns\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/solutionsreview.com\/marketing-automation\/#website\",\"url\":\"https:\/\/solutionsreview.com\/marketing-automation\/\",\"name\":\"Best Marketing Automation Software, Tools, Vendors &amp; 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