Cardly Features
Design (4)
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Templates
Pre-built designs for letters.
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Styles
Variety and quality of handwriting styles.
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Builder
Interface for building individual or bulk letter campaigns.
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Customization
Degree of customization offered for letter creation.
Production (4)
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Speed
Turnaround time for letter production.
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Accuracy
Printed letters met design expectations.
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Stationary
Quality of paper stationary and/or envelopes.
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Volume
Number of allowed letters/recipients.
Distribution (4)
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Mail Service
Quality of mail delivery service offered.
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Range
Distance that letters could be shipped.
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Add-Ons
Extent and quality of supplements offered to be included with notes.
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Open Rate
Success of recipients receiving and reading letters.
Integrations (3)
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Contact List Import
Syncs with existing CRM or other databases for importing recipient names and mailing information.
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Marketing Tools
Syncs with existing marketing automation or other marketing tools for overall campaign cohesion.
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Gift Services
Integrates with gift card services or similar platforms to include additional gifts with letters.
Logistics (4)
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Direct Mail Design
Features to design personalized mailers, such as postcards and letters.
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CRM & Marketing Automation Integration
Syncs campaign results and information directly with CRM or marketing automation tools.
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Custom Batch Sizes
Allows users to send custom batch sizes, from a single personalized mailer to large batches.
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Delivery Speed
Mail is dispatched and sent within a reasonable timeframe.
Testing & Tracking (4)
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Mailing List Management
Manage and segment mailing lists.
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Dashboards & Reporting
Analytics to track delivery, response, and returns of mail.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Platform Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (3)
Process/Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (5)
Integrations
Integrates with business solutions such as HRIS systems and social tools.
Mobility
Is accessible from a mobile device and by users on the go.
Corporate Discounts
Corporate discount platforms provide employees with access to discounts on products and services.
Employee Engagement
Provides employee survey and feedback features.
Rewards
Provides flexible and easy-to-manage employee reward options.
Agentic AI - Direct Mail Automation (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Mailing Services Integration
Outsource mailing services to a third party
Printing Services Integration
Outsource printing services to a third party
Agentic AI - Handwritten Notes (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Additional Functionality (44)
Mailer Templates
Premade examples of mailings, such as cards, brochures, etc.
Data Import/Export
Import and export data to and from software applications
Mailing List Purchasing
Buy lists of targeted contacts to use in marketing campaigns
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Response Alerts
Receive a notification when outreached contact performs the desired action
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mailing List Scrubbing
Clean up and verify addresses prior to sending direct mailings
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Goal Management
Allows employees to set and manage work or career related goals
eCards
Digital greeting cards that are sent electronically, usually via email
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Gamification
Games or game-like elements to track progress and reward accomplishments
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Chat/Messaging
Communicate using direct chat or messages within the system
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Mobile Access
Access software remotely via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Customizable Branding
Add customized logos and colors to align with company branding
Nominations
Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award
Recognition Tracking
Track accrued recognition and rewards at an individual employee level
Social Recognition
Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement
Awards Management
Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Rewards Catalog
A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more
Manager-to-Employee Recognition
Allows managers to praise, recognize skills, and give feedback to their employees
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Commenting/Notes
Leave comments and notes on documents for others to view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success


