Launch your first campaign

Sending your first campaign is easy with our dashboard; give it a try!
Lob enables you to increase your direct mail ROI by easily launching, testing, and analyzing campaigns. This guide will show you through how to launch your first campaign, straight from your dashboard.

Send campaigns in the dashboard

First, head over to the new Campaigns tab in your dashboard, and click the big blue button at the top right to start building your campaigns.

Step 1: Configure your campaign settings

  1. 1.
    Add campaign name: To begin, give your campaign a unique name and description to reference in the future. Give it a name that is distinguishable and easily identified when you have numerous campaigns in your dashboard
  2. 2.
    Select campaign type: Select what use case will your campaign have: are you sending out a marketing campaign or using this for operational (non-promotional) purposes?
  3. 3.
    Select mail type & settings: Select what mail type and size you’ll be sending. Currently, you can choose from high-quality postcards, self-mailers, or letters sealed inside envelopes
    • Postcards and self-mailers will show available size options
    • Letters will show optional add-ons, such as cards, envelopes, and buckslips
  4. 4.
    Postage preferences:
    • Add the return address you’d like to appear on the mailpiece
    • Select the postage and mailing class that you’d like to apply to your campaign; note this will have pricing implications
    • Select an amount of time for your campaign cancellation window, which is the amount of time you are allowed to quickly edit and QA your mailings after submission, but before they are sent to print production
  5. 5.
    Add campaign-level tags: Add any custom metadata tags you'd like to apply to your campaign. Tags enable you to easily filter and sort your campaigns for future reporting

Step 2: Add target audience

  1. 1.
    Add audience: select your segment via CSV
  2. 2.
    Review address fields: Lob automatically maps and formats your address to meet USPS requirements, but you can review and adjust the mapping if necessary
  3. 3.
    Add recipient-level metadata: Add any custom metadata tags you'd like to apply to your campaign-specific recipients. Tags enable you to easily filter and sort your campaigns for future reporting

Step 3: Compose campaign creative assets

  1. 1.
    Upload your creative assets
  2. 2.
    Map merge variables in your creative: If using an HTML template to build a dynamic creative, map the merge variables that are auto-detected in your template to your CSV column.
  3. 3.
    Select your merge variable strictness: Choose whether you'd like your mailpieces to be sent even if it contains missing values in your merge variable fields
  4. 4.
    Substitution data: Add an input value to substitute for any missing merge variable data so you can still send your mail pieces out without missing information.

Step 4: Finalize and review your campaign details

  1. 1.
    Campaign settings: Review the campaign send details
  2. 2.
    Target audience: Review the audience list
  3. 3.
    Creative preview: Preview the assets for your campaign to ensure they are rendering correctly
Submit! Once your campaign is submitted it will be sent to the printer in the submission window selected before being dropped to USPS for delivery. You can track the progress of your campaign in your Campaigns dashboard, or in the Mail Analytics tab if you are an Enterprise edition customer.
And that's it! If you have any questions, feel free to reach out to your Customer Success Manager, or to [email protected].