A Six-Step Checklist for Direct Mail Marketing Checklist

While planning a direct mail marketing campaign, it’s good to have a complete checklist to make sure you have considered all aspects of it. Where you’re new to direct mail marketing or a regular users, it’s handy to have a checklist for reference from time to time to avoid common and costly snags.

Direct Mail Marketing Checklist

Learn to produce consistently excellent results and boost the effectiveness of your campaign with our handy direct mail marketing checklist.

Direct Mail Marketing Checklist

Direct mail marketing is an efficient way to increase conversions, only if you address key elements like targeting or segmentation. It can help you nurture client relationships, build brand awareness, drive traffic and generate new leads. To make direct mail marketing successful, you must outline campaign objectives, mail copywriting format, volume and frequency, target audience and more.

Define what the direct mail campaign is designed to accomplish:
Build awareness?
Invite potential customers to an event?
Prompt renewals?
Acquire potential customers?
Sell more to existing customers?


Determine the budget of direct mail marketing:

Implementing the right budget strategy will allow you to align all the direct mail marketing campaigns towards success. You could gain better ROI by aligning your budget plans and marketing strategies. You can prepare your mail marketing budget by setting a target, segmenting the list, and finding appropriate resources.
Outline your budget plan by considering:
How much money do you plan on spending?
What is the timing/frequency of the blasts?


Determine the format of the direct mail campaign:

You need to create a dedicated style guide including appropriate fonts, colors, tone, dimensions, phrases and more. An easy-to-navigate format of direct mail will enable you to enhance your brand identity and result to increased leads.
Plan a clear, concise format in the view of:
Is it postcards/letters?
Is it going to be self-mailers?


Buy the right kind of mailing list:

Before you buy a mailing list, identify your needs, build a strategy and define company objectives. You’ll be able to accomplish your direct mail campaigns only if your mailing list is accurate.
Consider these points prior to buying a mailing list:
Does the mailing list align with your marketing objectives?
Define the target audience using criteria such as geography, income, gender, industry, etc.


Create a compelling offer with a clear call-to-action:

All your direct mails, whether informational or others must include a CTA. It gives direction to the recipient about what’s next. While framing a CTA, you need to decide the location of the CTA in the mail as well as its format.
Set the CTA by considering the following aspects:
Grab the attention of your audience
Provide an action step (QR Code, toll-free number, visit a website, etc.


Pick a reliable direct mail service provider:

Select a partner that provides printing services, address printing and mailing.
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