Running a Direct Mail Report

Direct Mail is our new feature that lets you create a printable copy of an audit report that you can send to your prospects or clients through the mail. To run a direct mail report, follow these steps: STEP 1: From the Audit Dashboard, go to Direct Mail Reports tab. STEP 2: Click on the New Direct Mail Report button at the top right corner of the page if you already have existing direct mail reports in your dashboard. If this is your first time running an audit, please go to step 3. STEP 3: Choose how many sites you’d like to create direct mail for. Multiple sites (Batch import) is coming soon. STEP 4: Select the direct mail template you’d like to use. STEP 5.1: Select the company you want to send the direct mail to from your existing list. STEP 5.2: Add the new company if it is not on the list. STEP 6: Make sure that the details are correct. STEP 7: Click the Finish button, and our app will create a printable and shareable file in just a few minutes. STEP 8: Back to the Direct Mail Reports tab, click on the Download Direct Mail PDF to download the printable file that you can send through mail, or you can click on the Customize Mailer button to Copy the URL and share it with your prospects/clients. If you have any questions, please reach out to us at support@mywebaudit.com.

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