How do I send postcards to contacts in my campaign in Investor's Edge?

How do I send postcards to contacts in my campaign in Investor's Edge? Alli Parkinson

To send postcards, from your saved campaign in Investor's Edge, you will need to click on the 'Add Activity' button, and select the 'Postcard' option.

Choose the size of the postcard.

You can either start with a template or a blank postcard. Click 'Next' once you have made your selection.

Select your template, or design your postcard. Edit your postcard as desired to include your contact information and any other desired information.

Click 'Save' and view a preview of the postcard if desired.

Click the 'Print and Mail' button, then confirm the order by clicking the 'Publish' button in the pop-up window. Click 'Continue', then 'Submit Order'.

Check out our YouTube video for a walkthrough: I Sent150 Postcards In Less Than 10 Minutes

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