How Podio Direct Mailing Campaign Workflow help your Business

Podio Tutorial – Direct Mailing Campaign Manager

Thank you so much for your interest in my Podio Direct Mail Campaign Manager. I am sure you will have little trouble duplicating what I have setup and getting working for your business. If at any time you have questions or problems leave a comment below or send me an email at scott@strugglinginvestor.com.

What is this tutorial about?

This tutorial will show you step by step how I created my Direct Mail Campaign Manager using Podio and GlobiFlow. There are a total of 9 modules, complete with videos to help you set this up for yourself.

Why did I create the system?

I wanted a completely automated system for sending out my direct mail. This includes scheduling, mail merging, printing and delivery. If I could just upload a list of leads, assign that list to a campaign and then let it run…That would be PERFECT!

How Much will it cost you?

I’m not charging you anything for this tutorial. It’s fun for me to create these Podio setups and it gives me a chance to pay it forward because so many people have helped me out. While I may not charge you, you’ll need to spend some bucks on the lowest GlobiFlow package.

• Tutorial

  $0

  Pay It Forward
• Podio

  $0

  Free Plan
• GlobiFlow

  $9/mo

  Smallest Plan
• Total

  $9/mo  

1 - Overview of Direct Mail Manager

When you are done with this Podio Tutorial you will have a complete working Direct Mail Management System.  I recommend creating a dedicated Podio Workspace for this system. Workspaces are a great way to separate the different systems in your business. Since Direct Mail is different from my Lead Funnel System I broke them up into their own Workspaces.
To get a complete overview of this Podio direct mail system, go back and read my blog post about Podio Direct Mail Campaigns. Additionally if you want a deeper understanding on why I setup the apps the way I did then take a look at my blog post about The Proper Way to Setup Your Lead Flow in Podio.
Now it’s time to get at it. In this module I’m going to go over what you are going to be setting up in tutorials 2 through 11. Each section has a description, breakdown of the fields/actions that you will setup and finally a video that takes you through the entire setup. 

Podio Apps

The Direct Mail System is broken up into 5 different Apps…

Name	Description
Letter Templates	Where all the Letters will be stored to be used in mailings
Mailings	Individual mailings of a campaign will be setup in this app
Campaign Templates	These templates will be where we organize the mailings
Campaigns	Your Direct Mailing Campaigns.  Pulls together the leads and templates and runs the campaigns
Leads	Where your leads will be uploaded and stored

Additionally there are 4 GlobiFlow process that are run against the Campaigns App that do the following tasks…

GlobiFlow Flows

Name	Description
Campaign Setup	Assigns the Campaign Template and Schedules the First Mailing
Print Letters	Prints the current mailings letters by mail merging the assigned leads.  Pdf file will be created and attached to the lead
Printing Mailings by Update Trigger	Triggered by a Category Field Change in the Campaigns App, this process calls the Print Letters Flow.
Automating the Printing Process	Checks each day if a mailing is schedule to go out and if so runs the printing process

The Podio side of this setup is very easy to do and shouldn’t be a problem for anyone. The GlobiFlow setup is where some people might get tripped up. I did my best to detail each step of the process so if you have copied everything I did then you should have no problem. Try not to make changes until you understand what is going on.

2 - App: Letter Templates

The first Podio App we are going to create is the Letters App. This is where I put all my letter templates.  The reason for having a dedicated app just for Letters is that it gives me the opportunity to reuse the same letter in different mailings and campaigns. Additionally it makes it easy to update the content of a letter in one spot.
Let’s take a look at the fields in this app…

Name	Type	Settings	Description
Name	Text	Single Line	The name of the letter.  Nothing special about this field, just give it a simple name to help you tell what it is for
Type	Category	Single Choice	I like to have a field where I can categorize the letter. Gives me an easy way to group and filter. Typical categories would be Probate, Absentee, Foreclosure, Other
Content	Text	Multi Line	The Letter’s Content. This holds the entire letters content and formatting. You can use basic HTML tags like < b >, < i >,< p > and more. The HTML will be read by Globiflow when it converts the content to a PDF. Additionally you place your merge markers here as well Notes Text Multi Line Just a place to add any additional notes or comments about this letter. Say you have another version, you can refer to it here