Lead Source
For Direct mail campaigns

Know which mail drop made the phone ring.

Assign tracking numbers to postcards and mail campaigns, then review the resulting inquiries.

Direct mail campaignsIllustrative journey
  1. 01
    SourceNeighborhood postcard
  2. 02
    ConversationRecipient calls the printed number
  3. 03
    Next stepEstimate inquiry recorded

One inquiry. Its context stays connected.

Built around your day

Start with the way you work.

Mail campaigns arrive in different neighborhoods at different times. Give the drops you want to compare their own tracking so the review can connect incoming calls with the promotion people received.

01

Choose the level of comparison

Decide whether you need to distinguish a creative, mailing area, or drop. Assign numbers at that level before printing.

02

Check the receiving experience

Test the number and call route before distributing the mail. Confirm the receiving team understands the offer being promoted.

03

Allow for delayed response

People may keep a postcard and call later. Review activity over a suitable period and keep that timing in mind when comparing drops.

The question worth asking

Did this mailing create the inquiries it was designed to generate?

Compare the calls to the campaign number with the requests and outcomes your team records. Match the reporting period to how the mailing was distributed.

Bring these details into the review

01Calls by mail drop
02Response timing
03Recorded inquiry outcomes

The tools behind the workflow

Bring the right details together.

Before you start

A few useful details.

Fit the setup to your actual campaigns, receiving team, and follow-up process.

Can I compare two postcard designs?

Use a separate tracking number for each design if you need to distinguish their calls. Keep other differences in distribution in mind when comparing results.

Does a tracking number identify the exact household?

No. A campaign number identifies the source it was assigned to. It does not prove which household saw the mailing.

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Meet your next growth tool

Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.