Step 1: Neighbor Mailing Filters
- Navigate to your Company Settings, the left side are your Neighbor Mailing filters.
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Prefer Same Street: The system will try to target recipients on the same street as the address that triggered the mailing. If there are not enough on the same street to fulfill the order, it will spread out to other streets close by.
- 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.
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Step 2: Sending
- Be sure to already have your customers already saved in your Contacts and your Template created and saved prior to sending.
- Navigate to your Contacts and check the box off next to anyone you would like to send a Neighbor Mailing around. Then select Send along the right 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.
