Step 1: Neighbor Mailing Filters
- Navigate to your Company Profile, the left side are your Neighbor Mailing filters.
- Same Street Only- Limits your Neighbor Mailing to the exact same street as the customer it was based off.
- Occupancy Type- Owner Occupied will eliminate rental properties and vacant homes.
- Household Income- Choose the brackets you would like the neighbors to meet in order to receive a mailing.
- Be sure to click Save after adjusting the filters.
Step 2: Sending
- Be sure to already have your customers already saved in your My Addresses and your Template created and saved prior to sending.
- Navigate to your My Addresses and check the box off next to anyone you would like to send a Neighbor Mailing around. Then select Send along the left side.
- Select "Send to Neighbors".
- Choose how many neighbors, then select Send Template.
- Choose the Template you want to use then select Continue.
- Review your order and click Send.
