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Direct Mail is an optional channel inside an Outbound workflow. Open Products → Outbound → Workflows, edit a workflow with a Direct Mail step, and open that step’s creative editor.
Direct Mail availability, formats, audience criteria, pricing, and fulfillment depend on your team’s rollout. The workflow can also contain calls, texts, or email; publishing the workflow does not by itself start a campaign.

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Prepare the campaign inputs

Before generating or selecting artwork, confirm:
  • The audience and offer
  • The business name, logo, colors, and approved images in the Brand Kit
  • The supported piece size and whether it has a back side
  • Any dedicated campaign phone number, URL, or QR destination used for attribution
  • Required legal, opt-out, or offer terms
Use only approved images and customer-safe copy. A visually complete piece can still be unusable if the offer, expiration, tracking destination, or print area is wrong.

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Generate or reuse a design

Use the creative prompt and available inspiration pieces to generate designs that match the campaign. You can import reusable images from an inspiration piece into the current image pool. When a finalized past piece already has the exact design you need, choose its Clone exact design action. Avoca creates a new successful generation from the source piece’s saved HTML and image pool without regenerating the design, selects it for the current draft, and opens Live Preview. You can then:
  • Save the clone as-is
  • Make a manual visual or HTML edit
  • Ask for a follow-up edit from the cloned design
Cloning the design does not make the source workflow or campaign the owner of the new piece. Review every offer, date, phone number, URL, QR code, and brand reference before saving it for another campaign.

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Review Live Preview and print guides

Live Preview can overlay the print guides on the rendered piece. Leave Guides on while reviewing:
  • Trim: where a supported postcard is cut
  • Safe area: where important text and logos should remain
  • Address zone: an area on the back that must remain clear for mailing information
Letter formats can be single-sided and do not show every postcard guide. Turn the guide overlay off only to inspect the clean artwork; turning it off does not remove the underlying print constraints.
Keep essential copy, logos, phone numbers, URLs, and QR codes inside the safe area, and never place artwork in the address zone. A piece that looks correct on screen can be clipped or rejected during print preparation when those boundaries are ignored.

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Validate before publishing

  1. Review the front and back at a readable zoom.
  2. Confirm the correct piece size and orientation.
  3. Turn guides on and inspect trim, safe-area, and address-zone boundaries.
  4. Verify every phone number, URL, QR code, offer, date, and disclaimer.
  5. Confirm the selected audience can receive mail and that exclusions are current.
  6. Save the creative and review the complete workflow path.
  7. Use a controlled test campaign or approved proof before increasing volume.
For audience filters and exclusions, see Build Outbound audiences and Apply audience preferences and exclusions.