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Direct mail is an optional cadence step, and every letter needs your approval. Choose which motions include it, then prepare and send each letter from the prospect’s row in Cadences. The dashboard supports U.S. letters.

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Choose the motions and timing

In Plays → Direct mail, choose Automatic, Always include or Off, and set the position and delay. Automatic starts from these rules: Automatic selection skips addresses whose source marks them as a registered agent, registered office or residence. A complete address doesn’t prove someone works there; review the recipient before sending. Always include adds a mail step even where automatic selection would not. Off overrides automatic selection and persists. Existing explicit opt-ins stay on. Research can add mail to an eligible active cadence if the insertion point is still ahead. Completed touches and mailpieces already prepared or submitted keep their plans.

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Save the addresses

You save the return address once; prospect addresses come from your data or research. Save the founder’s return address once in Setup → Founder → Direct mail return address. The workspace reuses it. Prospect business addresses come from manual input, CSV and registry data, or company research for motions that include mail. Research looks for a complete U.S. business address on company pages and records the source, but may not find one. When the mail step arrives, saved recipient and return addresses are filled in for you to check. If one is missing, use Add address or the business-address lookup in the mail panel. The step stays pending until you add the address or explicitly skip mail.

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Prepare a letter for one prospect

Open Cadences → Review mail on the prospect’s row and choose the content:
  • Personalized letter: generate a letter from the prospect’s research and your founder and product context, then edit it.
  • PDF/JPEG upload: upload artwork for this prospect. PDFs keep their pages; JPEGs are fitted onto a letter-sized PDF without cropping. Maximum 20 MB. Locked or invalid PDFs are rejected.
Each prospect’s preparation is separate; an upload is not shared across the motion.

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Review the proof and send

Nothing mails without a proof you approved. Create the preview, wait for the print proof, and check the addresses, content and quoted price. Then click Approve and send for that prospect. Changing content or saved addresses requires a new proof, and an expired quote needs a new preview before sending. Batch sends and scheduled cadence advances never submit mail; each mailpiece needs its own approval and send. An accepted postal order advances the cadence once. The next follow-up waits at least eight business days for printing and transit, plus two calendar days to read; longer configured delays are kept. This is an estimate, not a delivery guarantee. Skipping mail uses the normal next-touch delay. A pending submission holds the cadence on the mail step until its result is known. To continue without sending, skip the step explicitly.

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Follow the order

Mail history shows postal status and offers refresh, recovery and cancellation. If submission times out, recover the existing order before preparing another mailpiece. Cancellation depends on the order’s current state. Postal delivery doesn’t show the recipient read the letter. For scripted workflows, see the direct-mail commands in the CLI reference. Existing postcard orders are still supported.