Today
Verdict
Reading the engine…
Answer now
Campaigns in flight
Website visitors → mailbox last 30 days
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Universe & data health
Campaigns
Ask the brain
Where is the best opportunity?
Artwork library
Postcards
Upload a design
Any artwork change makes a new version and clears approval. Live mail only prints approved versions; every card records the version it was printed from.
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Premade audiences
Lists
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A list is a saved set of filters, not a frozen set of addresses — when you build a sequence from it, it re-runs against today's data (new owners in, customers and returned addresses out), and the exact recipients are frozen only at approval.
Build an audience
By zone
Run a preview.
Phase 0 experiment (scored vs matched control vs holdout)
New campaign
Three drops
All campaigns
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Condo rule: only units with a verified homestead are mailed, to the unit address — never a correspondence address. Unknown homestead = not mailed. Results reported separately from houses.
Buildings
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Open a building to see units, eligible owners, selection reasons, sequences and results.
Segment results (targeted arm)
Import closed jobs from Houzz
Every contract goes through Houzz Pro, so that export is what defines a past customer. Export your clients or projects as CSV and drop it here — re-importing the same file updates rather than duplicates.
Add one by hand
Keep it current
The daily job re-reads won jobs from PostCraft and closed opportunities from GoHighLevel, and re-checks every unmatched record against the parcel data. Run it now if you have just closed something.
Who is in the book
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New Informed Delivery campaign
USPS emails about a third of households a morning preview of their mail. Our card gets a grey scan there for free — this attaches a colour image and a clickable link to it.
Informed Delivery campaigns
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How this works
- Our postcards go to the printer with an IMb (the barcode USPS reads). The printer gives back the serial range used.
- You submit the campaign in the USPS Business Customer Gateway → Informed Delivery, with that serial range, the mailing dates, the ride-along image and the landing page.
- USPS approves it, then anyone on the list who is enrolled in Informed Delivery sees our colour image under the scan of our card in their morning email.
- When the campaign finishes, USPS publishes a post-campaign report — emails sent, opened, click-throughs. Type those numbers in here so they sit beside the card's own results.
USPS runs this, so there is no live feed — the status here is what you record, and the truth is in the Gateway until the report comes out. Max 45 days per campaign.
Lists we have mailed
Every campaign that actually went in the mail. Download any of them as they were sent.
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Every household we have mailed
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Where the postage is going nowhere
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Show
Neighbours of a job
Finds the mailable houses around a job you are already doing — anyone already mailed is left out.
Open by rule
Manual review queue highest value first
Open quotes by value at risk
When a job is signed, mail the neighbours
Recording a job as won can build the neighbour list for you. It creates a draft campaign and a task — it never mails on its own, and it always leaves out the job itself, the building you are working in, and anyone inside the quiet period.
Engine
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Data files (Pinellas RP_*.csv, Hillsborough permit extracts)
New lead