Create your workspace
Sign up at the Mailr app, then fill in the “Set up your
workspace” form: your “Company name” and “Website” are required, phone and CRM are
optional. Press “Create workspace” and you land on your dashboard.While you carry on, Mailr reads your website in the background to build your brand kit, collects
showcase photos, looks for your Google reviews, and publishes starter landing pages for you. That
takes a few minutes, so pages will fill in on their own.Full walkthrough: Set up your workspace.
Review your Brand kit
Go to Designs → Brand kit. This is your logo library, colors, company details, industries,
and showcase photos — everything Mailr designs from. Check that the colors and logo Mailr pulled
from your site are really yours, fix anything that’s off, and press “Save changes”.If the banner says “We couldn’t read your website — build your brand kit below.”, add your
details by hand or upload a brand guidelines PDF. Five minutes here saves you re-doing designs
later.Details: Brand kit.
Approve a design
A design is your postcard — front and back — built from your brand kit and personalized per
recipient. Create one in the design studio, review both sides, and approve it. Nothing can mail
until a design is approved, so this step is required before your first campaign.Details: Postcard designs.
Check your landing page
Every postcard carries a unique QR code that opens a landing page personalized to that
recipient’s address. Mailr publishes starter pages for you when your workspace is created and
sets one as your default, so you usually have one already. Open it in the landing page studio and read it as a homeowner would
after scanning your card — if it looks right, you’re ready to mail.Details: Landing pages.
Add credits
Go to Workspace → Billing and top up your credit balance. Credits are prepaid: submitting a
campaign holds credits, mail settles them, and unused holds are always released back. You see the
exact cost before anything mails, and nothing ever charges automatically — you can explore the
whole product before adding a dollar.Only the workspace Owner can buy credits. If you’re Staff or a Member, ask your Owner to top up.Details: Credits and pricing.
Create a campaign
Go to Campaigns → New campaign. A campaign is one batch of postcards: who gets mailed, which
design, and which landing page. Choose your audience — a neighborhood you draw on the map, or
the homes around jobs you’ve completed — pick your approved design, review the cost, and submit.Submitting places a credit hold and sends the campaign to Mailr for review. Once approved,
Mailr generates a personalized card for every recipient and sends them to print. Your
do-not-mail list is always skipped.Details: Create a campaign and
Targeting.
Watch your results
Once cards are out, scans and leads appear in Mailr as they happen. Check your results to see
which campaigns are producing, and follow up on leads while they’re warm. Connect your CRM and
Mailr can also tie closed deals back to the mailer that started them.Details: Tracking dashboard and Leads.
Done with all seven? The “Getting started” checklist on your dashboard hides itself once every
step is complete.
Next steps
How Mailr works
The concepts behind postcards, QR codes, and credits.
Automate your sends
Fire campaigns automatically from CRM activity.
Invite your team
Add office staff and choose what each person can do.
FAQ
Quick answers to the questions we hear most.