Workflows

What are Wise Pelican Workflows?

Workflows allow you to build an automated direct mail campaign that sends postcards to a selected audience according to a schedule you create.

Choose who should receive the campaign, add your postcards, decide how much time should pass between each mailing, and activate the Workflow. Wise Pelican then moves each contact through the sequence and sends the mailings when they become due.

You can use Workflows to:

  • Follow up with new or past clients.
  • Send postcards at regular intervals.
  • Mail birthday or home anniversary cards on each contact's date.
  • Create a recurring neighborhood campaign.
  • Track where contacts are in the sequence.
  • See what has been sent and what is coming next.

This helps you maintain a consistent mailing schedule without creating and ordering every campaign separately.

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