Marketing campaign workflow for Tallyfy

Execute direct mail without dropping the ball

Direct mail campaigns involve multiple moving pieces - customer lists, creative assets, print vendors, timing. When things are tracked in spreadsheets and email threads, details slip through the cracks. This template keeps your campaign on track from planning through delivery.

1 steps

2 fields

Import into Tallyfy Preview steps

Sales campaigns communication

Run this workflow in Tallyfy

Import this template into Tallyfy and upload your customer lists and campaign guidelines using the kickoff form fields

Assign your marketing team to the campaign setup step with a 5-day deadline in Tallyfy to keep campaigns on schedule

Run each mail campaign through the same Tallyfy process so you can track status and keep historical records of what was sent

Import this template into Tallyfy

Process steps

Direct Mail Campaigns

5 days from previous step

task

Login Information: Username: Password: Description: [include a brief description of how the company uses Direct Mail Campaigns.] Types of Direct Mail Campaigns:Letters Postcards [Type 3]