Create your first AutoMail Client Follow-Up campaign

While in the AutoMail application,

1. Select ‘New Client Follow-Up’ from the left menu or one of the various ‘New Client Follow-Up’ buttons.
2. Enter your recipient’s information.
3. Choose a set of pre-designed templates you wish to start with.

• If you wish - in Step 3, you may set a mailing cycle and customize your campaign designs.
• If you are happy with the card designs and default mailing cycle, you can skip this step.

4. In Step 4, review your campaign details. Once you are satisfied, activate your campaign by selecting the ‘Complete Order’ button.

• The campaign will automatically fulfill on the next available month or the next month you have scheduled (whichever happens first).

Updated on: 27/05/2026