> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.
> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.
# Create a campaign
> Step-by-step walkthrough of Mailr's four-step campaign wizard: Type, Targeting, Settings, and Review, plus what happens when you submit.
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.
## 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.
## The four steps
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."*
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](/campaigns/targeting).
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."*
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](/designs/create-a-design) 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](/campaigns/targeting) and
[Opt-outs and suppression](/campaigns/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."*
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 (your volume rate)", the total, and an **Available Credits** row. If you're short you'll see *"Insufficient credits — need $X, have
$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**.
## 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.
## 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](/campaigns/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.
## Next steps
Map draws, property filters, job addresses, and audience limits.
Draft to Mailed, and what each pill means for you.
Let a won deal or completed job start the campaign for you.
Counts lower than expected, stuck drafts, and rejections.