Planning & Budgeting

How to plan a direct-mail print campaign

9 min read

Direct mail is one of the oldest forms of marketing, and it remains one of the most effective. Physical mail has a tangibility that digital communications lack — it arrives in the home or office, it is held in the hand, and it persists in the environment until it is actively discarded.

Define your objective and audience

Before you think about design or format, be clear about what you want the campaign to achieve and who you want to reach. Objective: what action do you want recipients to take? Visit a website, call a phone number, redeem a voucher, attend an event, make a purchase? The objective determines the call to action, the offer, and how you will measure success. Audience: who are you mailing to? Existing customers, lapsed customers, or new prospects? The more precisely you can define your audience, the more relevant your message can be — and relevance is the single most important driver of direct mail response.

Building or acquiring a mailing list

Your mailing list is the foundation of your campaign. A well-targeted list to a mediocre piece will outperform a brilliant piece to a poorly targeted list. Your own customer list: if you are mailing to existing customers or contacts, you already have the list. Before mailing, clean the list — remove duplicates, correct obvious errors, and remove anyone who has asked not to receive mail. Running the list through NCOA (National Change of Address) processing updates addresses for people who have moved. Acquired prospect lists: you can acquire a targeted list from a list broker or data provider. Lists can be filtered by geography, demographics, business type, and many other criteria. EDDM (Every Door Direct Mail): USPS Every Door Direct Mail allows you to mail to every address on a specific postal carrier route without needing a list of individual names and addresses.

Choosing the right format

Postcards: the most economical format. No envelope required, so the message is immediately visible. USPS postcard rates are lower than letter rates for qualifying sizes. Self-mailers: a folded piece that is mailed without an envelope. More space than a postcard, lower cost than a letter package. Letter packages: a letter in an envelope, often with additional inserts. The most flexible format but also the most expensive to produce and mail. Catalogues and booklets: appropriate for businesses with a wide product range.

USPS postage classes

First-Class Mail: the fastest and most expensive option. Delivery in 1–5 business days. Undeliverable pieces are returned to sender. Appropriate for time-sensitive offers. USPS Marketing Mail (formerly Standard Mail): lower postage rates than First-Class, but slower delivery (3–10 business days) and no return of undeliverable pieces. Appropriate for most promotional mailings. USPS Every Door Direct Mail (EDDM): a flat rate per piece for local area mailings, without individual addressing. Very economical for high-volume local campaigns. To qualify for Marketing Mail rates, your mailing must meet minimum quantity requirements (typically 200 pieces or 50 lbs) and must be presorted by zip code.

Tracking and measuring response

Unique phone number: use a dedicated phone number for the campaign so you can count calls that originate from the mailing. Unique URL or landing page: direct recipients to a specific URL that is only used in the mailing. Coupon or promo code: include a unique code that recipients must quote or enter to redeem the offer. QR code: a QR code linking to a campaign-specific landing page combines the convenience of digital response with the physical impact of print. Set up your tracking mechanisms before the mailing goes out, not after.

Timeline planning

A realistic timeline for a straightforward postcard campaign: List acquisition and cleaning: 3–5 business days. Design and artwork: 3–10 business days (depending on complexity). Proof approval: 1–3 business days. Printing: 3–7 business days. Mailing preparation and posting: 2–3 business days. Delivery: 1–10 business days (depending on postage class). Total: 3–5 weeks from brief to delivery. For more complex campaigns, allow more time. Always build in contingency for artwork revisions and approval delays.