Before editing the postcard, you may want to set the recipients. Depending on the type of postcard you choose, you'll have slightly different options for setting recipients. There are up to 4 ways to set recipients of postcards based on the card type you selected to use. Below we'll take you through each.

Campaign Details

Below you can see a campaign is set up in this account in the Campaign Details screen.

Hit the Change button to set or change recipients on the left as marked below.

Set/Change the Postcard Recipients

There are up to 4 options to set or change recipients.

1. Automatically

Brivity Marketer software will automatically search for and deliver to addresses of homes that are surrounding the listing you're advertising and who may be interested in the property listing details by our own special "secret sauce" algorithm. For example, if someone just bought a home in the neighborhood last month, they wouldn't likely be interested in hearing your good news about a new listing.

The algorithm we use is based on a property's type and proximity, and then we rank the addresses based on the last sale date, and square footage to find the homes most likely interested in your postcard (also based on the postcard type).

All you need to do is set how many postcards you'd like to send out, and our software handles the rest!

*Note: If you set a target number of postcards and the software gives you back a lower number, that means it was not able to find that many homes that meet the "secret sauce" algorithm. This can happen for a number of reasons including if the property is in a rural area, if there has been a high turnover in the area of recently sold listings, or if there aren't a lot of similar homes in the area. Alternatively, you can gain finer grain control of the destinations using the Map Search (see below option) where you can then specify your own detailed criteria of homes to send it to.

2. Via Map Search

You can choose to control exactly who receives your postcard campaigns in the Map Search. To draw a map, zoom into the area of choice, and click-click-click the area to map it. This is also a great and easy way to work with your "farming" neighborhoods!

When your map is complete, scroll down to see additional criteria for the type of properties, beds, baths, sq foot, price ranges homes sold within, and when the properties last sold. You do not need to put something in each field.

When you're done selecting criteria, hit SEARCH at the bottom left, and Marketer will calculate exactly how many postcards will be sent.

If you're ok with the number of postcards to be sent, hit SAVE at the top right to move forward with this selection.

3. From a CSV File

Import any CSV file of addresses to send postcards. This feature is great for sending postcards to your past clients and sphere! Also, it makes it easy to send postcards to a list of addresses you received from other places like probate lists, out-of-area owners, or any other kind of farming lists.

Address files exported from Brivity CRM will auto-import fields to Brivity Marketer. If it's any other CSV file, you'll need to use the Marketer Template provided in the tool before importing.

Upload your CSV and SAVE in the upper-right once the file is loaded to move forward.

4. Copy a Previous Campaign

If you've sent a postcard in any way before using Marketer (via Automatically, Map Search, or Import), then you can send a postcard to that same list of addresses in a click!

Simply choose the list or name of postcards you've sent previously, and SAVE in the upper right to move forward.

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