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Every mailing starts in the campaign wizard at Campaigns → New campaign. It has four steps — Type · Targeting · Settings · Review — and this page walks through each field you’ll see.

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Before you start

If your workspace isn’t ready to mail yet, a banner appears at the top of the wizard:
A couple of things are missing before a campaign can send You can explore the wizard now — anything you set up here is saved while you finish these: [ Create a card design → ] [ Publish a landing page → ]
Both are soft gates. You can browse the whole wizard and your choices are kept, but a campaign can’t be submitted without an approved card design, and you need either a published landing page or your own website URL to send scans to.
Your wizard input is saved in your browser, so a refresh or a Back click won’t lose your work. Every step past the first has a Start over button — it wipes the saved draft and restarts, so use it only when you want a clean slate.

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The four steps

1

Choose a campaign type

Step 1 asks “What kind of campaign?” — “Choose how you want to target homeowners for this mailing.” Pick a tile:
  • Neighborhood Targeting — “Draw areas on a map, apply property filters, and mail nearby homeowners.”
  • Neighborhood Reactivation — “Upload past job addresses and mail their neighbors.”
  • Your list — “Mail the exact addresses you upload from a CSV or pull from your CRM, with optional customer names on the address block.”
  • Free preview run — “See real cards for real homes before you spend anything. Nothing gets mailed.” This tile appears only while your workspace still has free preview renders and hasn’t funded mailing credits. If you have no mailing credits at all, it’s highlighted and moved to the front under the subhead “Start with a free preview run — see your cards before you fund the account.”
2

Build your audience

Step 2 changes shape depending on the type you picked. Neighborhood Targeting gives you a three-column map workspace: draw shapes or radius circles on the left, watch the map in the middle, and read a live Campaign Summary with Estimated Contacts and a Cost Estimate on the right. Neighborhood Reactivation asks for Past job addresses — a CSV upload or a CRM import — plus Houses per job. A Free preview run asks for a single address and how many Cards to render.Full detail on drawing, property filters, CSV format, CRM imports, and the limits that apply is in Choose your audience.Press Next: Postcard Settings when you’re done. If the button is unavailable, the reason is printed underneath it, for example “Draw at least one area on the map to continue.”
3

Choose your postcard settings

Step 3 is “Postcard Settings” — “Choose your card type and configure campaign options.” Work down the sections in order:
  1. Card type — “Select how postcards are designed for this campaign.” Choose Home Render Postcards (“Each recipient gets a unique Home Render of their own property.”) or Classic Postcards (“One design for all recipients. Only the QR code varies per house.”).
  2. Industry — “Pick the industry for this campaign — it determines which render styles and landing pages are available.” One pill is labeled as your brand’s industry.
  3. Card template (Home Render) — “Select a postcard template. The front overlay and back design will be composited onto each card automatically.” For Classic, this is Card design — “Every recipient gets this exact design — no per-home Home Render. The front prints as-is; the back gets each home’s unique QR code and address automatically.” If you have no Classic designs yet, head to the design studio and create one first.
  4. Render style (Home Render only) — “Choose the Home Render style for each property’s image.”
  5. QR code landing page — “Each postcard gets a unique QR code. Choose the page homeowners see when they scan it.” Pick one of your published landing pages for that industry, or the Your own landing page tile. Choosing your own reveals Landing page URL (for example https://yourcompany.com/postcard-offer); it must be a full URL including https://. Tracking still works: “Scanners land on this page with a ?mailr=… code appended, so every scan is still tracked per household.”
  6. Who to mail — which exclusion lists to apply. Standard (recommended) is the default. See Choose your audience and Opt-outs and suppression.
Press Next: Review & Submit. If something’s missing, the section is highlighted with a message such as “To continue, choose a card design, a landing page.”
4

Review and submit

Step 4 is “Review & Submit”.
  • Campaign name — free text, with the placeholder “Auto-generated if blank”.
  • Campaign summary — a table of Campaign type, Card type, Recipients, Suppression list, Template, Brand, Vertical, Render type, Landing page, and Who to mail. While Mailr checks your exclusions the Recipients row reads “Checking your suppression list…”, and the Suppression list row shows what was removed, for example “1,240 homes found · 96 excluded”.
  • Mail schedule — a single drop mailing today by default. See “Follow-up drops” below.
  • Cost estimate — “N postcards × X.XX/card(yourvolumerate)",thetotal,andan∗∗AvailableCredits∗∗row.Ifyou′reshortyou′llsee∗"Insufficientcredits—needX.XX/card (your volume rate)", the total, and an **Available Credits** row. If you're short you'll see *"Insufficient credits — need X, have Y"∗withan∗∗Addcredits∗∗button.Afreepreviewrunshowsa∗∗Previewrenders∗∗cardinstead:"Ncards×1freerendereach—Y"* with an **Add credits** button. A free preview run shows a **Preview renders** card instead: "N cards × 1 free render each — 0.00”, plus your free trial meter.
Then press Submit Campaign. On a free preview run the button reads Create preview.

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Follow-up drops

The Mail schedule section on the Review step controls how many times this audience gets mailed. The default reads “Single drop · mails now”; a future date reads “Single drop · Friday, Aug 21, 2026”; a series reads “3 drops · Friday, Aug 21, 2026 → Friday, Sep 18, 2026”. Preset tiles: Single Drop (Mails once), 3 Drops (Every 2 weeks), 4 Drops (Monthly), and Custom. Each drop row lets you set its date, remove it, or switch it from Same as drop 1 to Customize (design, card type, render style, landing page). + add another drop adds more, up to 12 drops, each defaulting to two weeks after the last. The first drop can’t be in the past, and each drop must be after the one before it. Dates are US Eastern calendar dates. Each drop appears in your campaign list as its own campaign with a Drop 2 of 4 pill, and the campaign page shows a Follow-up schedule timeline.
The whole series is charged up front when the campaign is created — not drop by drop.

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What happens when you submit

Credits are held for the full amount, not charged, and the campaign moves to Submitted for Mailr’s review. Once cards are produced you’re charged for the cards actually produced, and anything that couldn’t be produced is refunded. Full status list: Campaign statuses and timelines. While a campaign is Submitted, the campaign page offers one action:
This campaign is waiting for review Need to change something? Withdraw it back to draft — the credit hold is released and you can resubmit whenever you’re ready. [ Withdraw submission ]
Confirming Withdraw this campaign? takes it out of the review queue and back to Draft, releases the credit hold, and lets you edit and resubmit at any time. Withdrawing is only possible while the status is Submitted — once production starts, contact support instead.
If your selection resolves to nobody, a modal titled “This campaign has zero recipients” appears with a specific reason and the buttons Close and Change who to mail. Nothing was created: no credits were held and no campaign was added to your list.

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Next steps

Choose your audience

Map draws, property filters, job addresses, and audience limits.

Campaign statuses

Draft to Mailed, and what each pill means for you.

Automations

Let a won deal or completed job start the campaign for you.

Troubleshooting

Counts lower than expected, stuck drafts, and rejections.