Credit postcard wins in your CRM

When a conversion is attributed to a postcard, it adds a note to the CRM contact with the campaign, touch and value, adds lead score, and posts the win to Slack.

Use this workflowHow it works

4 stepsEach conversion

The workflow diagram

Credit postcard wins in your CRM: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.When a conversion is attributed to a postcard. Direct MailBWWHENTRIGGERWhen a conversion isattributed to a postcardDirect MailConfident match?Confident match?Add the postcard credit to the contact. IntegrationsCRTHENAdd the postcard creditto the contactIntegrationsAdd lead score. Waits and logicBWTHENAdd lead scoreWaits and logicShare the win in Slack. IntegrationsINTHENShare the win in SlackIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a conversion is attributed to a postcard, it adds a note to the CRM contact with the campaign, touch and value, adds lead score, and posts the win to Slack.

Why it works. Putting mail-driven wins in the CRM is what keeps direct mail funded when budgets are reviewed.

CRM notes write automatically. Nothing is sent to the customer.

How it works

It starts: When a conversion is attributed to a postcard.

  1. 1

    Confident match?

    If yes, it goes on to "Add the postcard credit to the contact". If no, it stops for that person.

  2. 2

    Add the postcard credit to the contact

    Adds or updates the records in your CRM.

  3. 3

    Add lead score

    Adds or removes score points.

  4. 4

    Share the win in Slack

    Posts a message to your team chat.

What you need

  • Direct Mail in your BrandWell plan
  • Your CRM
  • A Direct Mail campaign

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Direct Mail is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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