> ## 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 design

> Walk the four-step Mailr design flow — brand kit, template, direction, review and approve — to turn a template into a postcard that's ready to mail.

Mailr builds your postcard from a short brief: your brand kit, a template, and a few words about what each side should say and look like. The flow has four steps and a visible stepper across the top, so you always know where you are. Completed steps stay clickable — going back never loses what you entered.

The stepper reads: **1 Brand kit** (Colors, logo, photos) → **2 Template** (Starting point) → **3 Direction** (Copy & images) → **4 Review & approve** (Proof & approve).

<Steps>
  <Step title="Brand kit — colors, logo, photos">
    Open **Designs → Brand kit**. The header reads **BRAND FOUNDATION · Brand kit** — *"Pull everything from your website or brand guidelines in one click, then fine-tune below."*

    Import everything at once from the **◍ Website URL** tab with **✦ Generate from website**, or from the **▤ Brand guidelines PDF** tab — choosing **Replace existing data** or **Augment existing data** first. Then fine-tune the sections: **Company details**, **Industry**, **Colors**, **Logos**, **Landing page browser tab**, **Showcase images**, and **Google reviews**.

    Showcase images are the photos Mailr can pull from when it designs — *"Photos the AI can pull from when designing. Add as many as you like."* (up to 60 — see [Brand kit](/designs/brand-kit)). Add your best job photos here now; you'll pick from them in step 3.

    The bottom bar reads **BRAND KIT READY** (or **UNSAVED CHANGES**) with a **Save and continue →** button.

    <Warning>
      **A brand kit with a logo is required before you can generate.** Without one you'll see *"Set up your brand kit before creating a design"*, and with a brand kit but no logo, *"Your brand kit needs a logo before generating."*
    </Warning>

    Full detail: [Brand kit](/designs/brand-kit).
  </Step>

  <Step title="Template — pick your starting point">
    The gallery header reads **STARTING POINT · Choose a template** — *"Pick the closest structure. You can change every visual decision later."*

    Filter by type (**All types · Home Render · Classic**) and by **INDUSTRY**, or use the **Search templates** box. Templates matching your brand kit industries carry a **Recommended** badge and sort to the top. The hint reads **Hover to flip · Click to select**.

    Click a template — it shows **✓ Selected** — then press **Create design →**. More on the gallery: [Design templates](/designs/templates).
  </Step>

  <Step title="Direction — say what each side should communicate">
    The header reads **DESIGN DIRECTION · Shape the design** — *"Direct the front, then the back. The selected template stays in view the whole way."* You do the front first (**STEP 1 · FRONT**), then the back (**STEP 2 · BACK**), each under the heading **What should the \[side] communicate?**. A **‹ Change template** link is always available.

    There are four controls per side.

    **1. Copy.** Most templates arrive with proven copy already written, shown as an editable transcript:

    > "This is your card's copy, ready to go — you can generate as-is. Your logo, colors, phone & website are applied automatically. Click any line to change it; clear a line to drop it."

    The caption underneath reads **What your card will say — click any line to change it**. A line you change shows an **edited · revert** chip; a line you clear becomes **line removed — click to restore**. Two tools sit alongside: **⟲ reset to template copy** and **✕ clear everything & write your own**, which swaps the transcript for a plain **Copy that must appear** box (**↩ use the template's copy instead** brings the transcript back). The transcript footer shows your phone and website marked **auto from your brand kit** — those come from your brand kit and aren't edited as copy.

    **2. Visual direction.** A free-text box for the look and feel. The placeholder examples show the right level of detail: *"Confident and architectural. One main image, short headline, generous negative space."* for the front, and *"Easy to scan. Keep the mailing zone clear and make the response details obvious."* for the back.

    **3. Logo for the front/back.** Choose **Default** or **Secondary**. If you haven't uploaded a secondary logo, that option is disabled with the tooltip *"Add a secondary logo in the Brand kit."*

    **4. Images for the front/back · n of 3.** Pick up to **3 photos per side** from your brand kit showcase. You can upload a photo or paste one from your clipboard right there, and it's saved to your showcase too. Go over the cap and you'll see *"Up to 3 photos per side — remove one first."*

    Press **Continue to back →**, fill in the back the same way, then **Create design →**. The fine print under the button reads **Uses N AI credits**. Back copy is required — leaving it empty shows *"Add the copy that must appear on the back."*

    <Note>
      Everything you type autosaves. Leave the page and come back and your brief is still there.
    </Note>
  </Step>

  <Step title="Review & approve — proof both sides, then approve">
    While it runs you'll see **GENERATING · Creating your design** — *"Mailr is applying your brand, copy, and references to the template."* — with a progress list: **Brand kit applied → Required copy placed → Composing front artwork → Composing back artwork**, and the reassurance **"Usually a minute or two. You can leave this page — the design lands in your library."**

    When it lands, the page reads **DESIGN READY · Magic, basically.** with the panel **"Your design is ready."** — *"Saved to your library as a draft."* From here you can pick **Open in editor →**, **Looks good — approve for use →**, or **↺ Generate again**, which reopens your brief so you can tweak it and re-run. It never re-runs on its own.

    The approval page reads **APPROVE FOR USE · Add it to your account** — *"Review the proof of both sides, then approve this postcard so it is ready to mail."* It shows **both sides at once**, labeled **FRONT · v2** and **BACK · v1**, each with **Expand ↗** and a **Print guides / Artwork only** toggle. Summary tiles read **SIZE 6 × 9 in · SIDES 2 · VERSION Front v2 · Back v1**.

    <Warning>
      The house on the front of the proof is a **stand-in**. The page says so: **"The front's home photo is a sample — each recipient's card features their own house. QR codes are inserted automatically when this mails."** The caption under the artwork reads **"6 × 9 in · Front · v3 · sample home shown — each recipient sees their own house."** Don't judge the proof by whose house is on it — judge the layout, the copy, and the crop.
    </Warning>

    Then complete **FINAL ACKNOWLEDGEMENT — "I reviewed the actual proof."** — *"Look at both sides at print size, then confirm each item below."* All four boxes start unchecked and all four are required:

    1. **Copy is correct** — Front and back
    2. **Contact details are correct** — Phone and website
    3. **Images are clear** — No blur or unintended artifacts
    4. **Safe and mailing zones are clear** — Nothing important crosses the dashed safe line on either side

    Until they're all ticked you'll see **"Before you can approve: Confirm N remaining checks."** Then press **Approve & add to account**.

    <Check>
      You'll see **"\[Design name] is ready to mail"** — *"Approved and added to your account. Each recipient's card gets its own tracking QR code automatically when it mails."* — with **Use in a campaign →** and **Back to your designs**.
    </Check>
  </Step>
</Steps>

## After you approve

Approving **locks that version**: the editor goes read-only and the chip reads **Approved**. The design shows as **Active** in your library and becomes pickable in the campaign wizard. Your approval is the review — there's no Mailr sign-off afterwards.

To change an approved design, use **New design from this** in the **•••** menu to make an editable copy, or start a new design.

<Tip>
  Expand the proof to full size before you tick **Images are clear**. Blur and odd artifacts are much easier to spot at print size than on a library thumbnail.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Edit a design with AI" icon="sparkles" href="/designs/edit-with-ai">
    Refine a side with instructions before you approve.
  </Card>

  <Card title="Create a campaign" icon="send" href="/campaigns/create-a-campaign">
    Put your approved design in the mail.
  </Card>
</CardGroup>