Note for Enhanced Records accounts: The Direct Mail Manager integration is only available for Sales Records. This does not apply to your account. To check if your account is on Enhanced Records, visit the Subscription page.
Direct Mail Manager is a third-party platform that facilitates and manages direct mail campaigns. It provides a range of tools and features for creating, sending, and tracking direct mail marketing efforts. With our integration, you can connect your Direct Mail Manager account to AMS+ and send postcards and letters to your leads and clients via Sales Records.
Requirements
Activating the integration
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
Sending mail
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- You must have user account Sales permissions to View and Edit Sales Records.
In this article
- How to activate the integration
- How to create postcard and letter templates
- How to start sending mail through the integration
How to activate the integration
This integration requires an API key from your Direct Mail Manager account. If you don't have an account, sign up at https://directmailmanager.com/.
Note: Direct Mail Manager subscription and mailing costs are separate from your AMS+ subscription.
To get started:
- Log into your Direct Mail Manager account at https://app.directmailmanager.com/login/.
- In your DMM account, go to the Developers page.
- On the Developers > API Keys page, select the Add Key button to generate and name a new key. Make sure the key's status is toggled on.
If you're using your Direct Mail Manager account for other applications, we recommend naming the key "AMS+ DMM Integration" to help keep them organized.
- After creating an API key, log into your AMS+ account and go to My Agency Settings > Third Party Integrations > Direct Mail Manager.
- Enter your Direct Mail Manager API key.
- Select Save to activate the integration.
Upon activation, the integration page will expand and display new postcard and letter template sections in AMS+. You're now ready to create templates for postcards and/or letters.
How to create postcard and letter templates
Postcards and letters are mailed through Direct Mail Manager. Before sending mail in AMS+, you must first create and add the artwork for your postcards and letters to your Direct Mail Manager account. If you want some ideas, refer to Direct Mail Manager's templates.
Once you've added some artwork to your Direct Mail Manager account, you will need to create at least one postcard or letter template in AMS+:
- On the My Agency Settings > Third Party Integrations > Direct Mail Manager page, select the New Template button for the type of correspondence you wish to send.
In this example, we'll create a postcard template. Setup for letter templates is virtually the same, with the exception of a few additional parameters (e.g., color, double-sided, mail type, and address placement).
- Name the template.
- Pick and choose the template artwork.
Your artwork options are pulled straight from your connected Direct Mail Manager account. If you want different artwork, you will need to upload it to your Direct Mail Manager account first.
- When finished, select Save Postcard Template.
Now that you have a template, you can start sending mail to your leads and clients.
How to start sending mail through the integration
If your account's Direct Mail Manager integration is activated with a valid Direct Mail Manager API key and you've created at least one postcard or letter template, you're ready to start sending mail to your leads and clients.
Before sending mail through the integration, ensure that the recipient's address fields are populated with valid and up-to-date information, including street address, city, state, and zip code (county is not required).
Direct Mail Manager automatically verifies addresses each time you send a postcard or letter. If the address is missing or invalid, mail will not be sent.
You have two options for sending mail in AMS+: manually from the Sales Record, or via Legacy Sales Automated Workflows to send postcards/letters when triggered.
Tips and best practices
For safety reasons, a postcard or letter can only be mailed to a Sales Record once. Before sending, always verify the postcard and make sure everything looks good by sending a test mail to yourself.
If you do mailings that are yearly (e.g., birthday), be prepared to change the card every year, even if it uses the same artwork.
Delivery metrics and analytics
All delivery metrics and analytics are stored in your Direct Mail Manager account. AMS+ only captures the mail's sent date and template used on the Sales Record's Notes tab.