DIRECT MAIL REVIEW · Workflow idea
For a contact who has been explicitly selected for a postcard and may appropriately receive it, prepare a mailing using their approved name and postal address. Verify the contact’s permission, address, tag meaning, template, and confirmation details; limit who can see personal information; and require an owner to approve the exact recipient and card before the mail is dispatched.
01 / The starting point
An authorized contact record with a current postal address and mailing preference
“Prepare a specific postcard mailing without sending personal data or unwanted mail by default.”
02 / The work
Helps a team prepare a postcard for contacts who have been deliberately marked for direct mail.
Check the approved basis for sending and honor any request not to receive mail.
Correct formatting and confirm the destination is current and intended.
Check claims, personalization, and any required business identification.
Share address and confirmation information only with authorized staff.
Have a contact owner confirm the exact recipient, message, and timing.
03 / The result
A recipient-specific postcard plan with template, address checks, and approval status.
Reviews & approvals · Example outcome
A recipient-specific postcard plan with template, address checks, and approval status.
A tag alone may not prove consent or a current mailing preference, and address information is sensitive. Confirm the person’s permission and postal details, use an approved message, disclose how contact data will be used, and keep dispatch behind an accountable owner’s review.
04 / Make it yours
A few choices shape the work around your team.
Require clear, recorded permission rather than treating a label as consent.
Keep opt-outs and address corrections synchronized before each mailing.
Review the exact message and timing before a card is prepared.
Limit personal data to the mailing purpose and remove it when no longer needed.