PFL Direct Mail Platform Features

Features to design personalized mailers, such as postcards and letters.

Syncs campaign results and information directly with CRM or marketing automation tools.

Allows users to send custom batch sizes, from a single personalized mailer to large batches.

Mail is dispatched and sent within a reasonable timeframe.

Manage and segment mailing lists.

Analytics to track delivery, response, and returns of mail.

Test different mailers to different audiences to test what's most effective.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Stores your company swag for you at a warehouse.

Manufactures or sources promotional products.

Delivers your swag to your desired location in bulk or individually.

Enables inventory alerts to keep track of company swag in real-time and can automatically order more.

Ability to provide each gift status and recipient actions every step of the way.

Provides the ability for businesses to set and assign budgets for account-based direct mail campaigns.

Gives a clear view of your promotional product spend and can tie back to users and teams.

Tracks conversion and ROI from swag giveaways.

Provides a portal to review promotional product proofs before finalizing an order.

Sets up spending limits and budgets for each user or team.

Integrates with CRM software to enable automated swag shipments.

Other integrations that can include e-commerce platforms, marketing automation software, email marketing software and other marketing technology platforms.

Automate your promotional product management with your applications or campaigns directly via an API.

Integrates with Customer Advocacy platforms to enable real-time reward/swag fulfillment.

Creates customer facing or internal swag stores which lets people purchase your swag in real-time.

Allows businesses to view their direct mail inventory in real time and receive alerts when inventory is low.

Ability to store/warehouse gifts and complete the fulfillment of sending direct mail to every contact within targeted accounts.

Manage, organize, and store contact information

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Ability to measure the conversion rate of accounts that can be attributed to account-based direct mail efforts.

Is capable of fulfilling orders across multiple continents.

Provides analytics dashboards to monitor sales data.

Includes a generator for customers to create custom merchandise.

Includes free, pre-made designs for customers to use for merchandise.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A website or login for customers to access information

Provides an API to allow users to connect with other third-party tools.

Integrates with the Shopify e-commerce platform.

Integrates with the Etsy e-commerce platform.

Integrates with the eBay e-commerce platform.

Integrates with the WooCommerce e-commerce platform.

Integrates with the Squarespace e-commerce platform.

Outsource printing services to a third party

Set up connections to third-party platforms to improve business processes

The efficiency of the order fulfillment process using the software

Ability to track your orders easily from placement to delivery

Seamless integration of other tools or platforms for efficient management

Software accommodates specific printing and customization requirements

Easily create and customize print templates or products within the software

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Outsource mailing services to a third party

Outsource printing services to a third party

Works across multiple software systems or databases

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Premade examples of mailings, such as cards, brochures, etc.

Import and export data to and from software applications

Buy lists of targeted contacts to use in marketing campaigns

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Predefined actions automatically performed on the occurance of specific events

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive a notification when outreached contact performs the desired action

Use AI to generate content in the form of text, images, videos, etc.

Clean up and verify addresses prior to sending direct mailings

View and track pertinent metrics to find patterns and gain insights from data

Manage the process of evaluating documents or requests submitted for approval

Record customer information, purchase history, and other notes

Create and manage digital catalog of products/services with their details, specifications, and price

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Edit text as needed

Process of dividing customers into groups based on common characteristics

Helps control, track and monitor printing processes

Forecast the cost and resources required to complete a project

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Store and manage images

Create, design and manage workflows for repetitive tasks

Collaborate on creating a product by sharing and adjusting designs through a shared portal

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Print from multiple store locations

Preview materials before finalizing projects

Calculate rule-based prices for a product/service

Add customized logos and colors to align with company branding

Manage and track all job information and associated tasks

Customize the specifications of a finished product to meet the particular needs of a customer

Manage and track orders being shipped to customers

Track and manage inventory levels to maintain proper supply

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Optimize and manage the search engine optimization efforts for a website or digital content

Centralized repository to store content and assets

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and track customer orders for goods, investments, or any other purchases

Sample files or documents that could be customized as needed or used as is

Electronically collect payments for goods or services

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track products that are for sale at a reduced price or part of coupon promotions

Route documents and other data through one or more stakeholders for review and approval

Edit, touch up, and convert images for publishing

Alter the layout and content of reports

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Use AI to generate content in the form of text, images, videos, etc.