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- Create your automation.
- In the Define Actions phase of the wizard, add the Send Postcard action to the canvas.
- Select the postcard to send.
- Optionally select which address to use.
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Note, if the postcard was set to Send from Owner and the prospect has a lead owner, then the lead owner's name and address (assuming it is valid and complete) will be used to send the postcard. This is a powerful feature that enables marketers to use postcards as a unique touchpoint and deliver messaging on behalf of a salesperson. |
Managing Postcard Activity
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