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How To Manage Your Direct Mail Template Library

The Direct Mail Template Library

One of the ground-breaking features of Postalytics is the Direct Mail Template Library. It offers several time saving functions that were previously unavailable to direct mail marketers. All Postalytics account types enable users to store an unlimited number of templates.

Your Templates Are Re-usable Assets

Because of the way that Postalytics Direct Mail Templates are stored in the Template Library, they are re-usable assets that can be deployed in many different ways:

Access Your Direct Mail Template Library

All of your saved templates are automatically stored in your Template Library. To access your library, from the top menu click “Creative” and “View Templates”

Access The Template Library From Top Menu

By default, all of your direct mail templates are listed in your library when you first enter “View Templates”.

The Action Button: Edit, Copy, Proof or Delete Your Template

Once you’ve accessed the Direct Mail Template Library, you can quickly access the most common actions involving a direct mail template. Just click the “Action Button” to quickly access the Template Editor, to Copy, Proof or to Delete.

Use the Action Button to modify a template

When you’re working on your first template, you’ll be using the “Edit” function to open up the template in the Postalytics Direct Mail Template Editor quite a bit.

Want to make a quick copy of a template to modify some or all of the components? With Postalytics, you can take a base template and quickly create a copy to change for A/B testing or for an entirely new campaign. Just click the “Copy” link to open up a new copy of the template in the Template Editor. Make sure you give the new template a name and save it.

Click “Proof” to quickly access the Template Proofer function. You can do this for “Unproofed” or “Proofed” templates in your library.

You can quickly delete a template by clicking the “Delete” link. Note: Only templates that are not being used in a live Triggered Drip campaign can be deleted. If the template is being used in a Triggered Drip, you’ll need to delete the campaign(s) first.

Filter Your Direct Mail Template Library View

It’s easy to filter the templates that are listed in your Direct Mail Template Library. You can filter the templates based on format (4×6, 6×9, letter, etc) or you can Search for templates based on the name you gave them.

By default, the format filter will be set to all. If you’d like to not show a format (or formats), click the format to “unselect” it. In the below example, we unselected the 6×9 and 6×11 formats, to only show the 4×6 and letters.

Library with unselected formats

You can also use the Search function to find a template (or templates) based on their name. Just type in a word or words and click “Search” to filter based on the template name. Note – to redo your search, click “Clear Search” first.

The Listing Order Controls

Your templates are automatically arranged in “Last Updated” order. In other words, each time a template is saved (or fully proofed/re-proofed), the most recently modified template will be listed first.

You can change the order of the listing in your library easily. Just click on any of the column headings (Template Name, Size, Created, Last Updated or Proofed). The listing will re-order in a logical (name or date) way based on the column chosen. Here’s an example of an alphabetic listing after clicking “Template Name”.

Re-order the template library listing by clicking a column heading

You can have multiple pages of templates in your Direct Mail Template Library. The first page will show the first 20 templates (in default or chosen/filtered order). To get to page 2 or deeper, scroll to the bottom of the page and click the page number you’d like to navigate to.

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