Direct Mail Marketing Checklist

 In Direct Mail

1. Objectives

Decide what your objectives are: for example, making direct sales, maintaining customer relationships or generating new inquiries.

2. Target Audience

Identify your target audience, typically similar to your existing customers.

3. Budget

Establish your budget; consider how much each response will be worth to you, and the likely response rate.

4. Timing

Plan the timing of the mailshots; avoid holidays, and ensure that mailings that are linked to a specific event arrive in good time.

5. Mailing List

Build your own mailing list and keep it up to date; keep records of inquiries and existing customers and ask existing contacts for new leads.

6. Renting

Consider renting a mailing list; clearly specify your target audience, how many names you want and whether you intend to re-use the list.

7. Data Protection Act

Ensure that your use and storage of personal data complies with the data protection act.

8. Letter

Prepare a letter with a clear, attention-grabbing message selling the benefits of your offers; prepare any enclosures, etc.

9. Attractive

Design the mailshot to be attractive, personalize the envelope and letter as far as possible, and avoid the appearance of junk mail.

10. Response

Encourage responses: make responding easy with a pre-printed reply card and consider offering an incentive to reply promptly.

11. Test Mailings

Use test mailings to establish likely response rates, and to compare the effectiveness of different mailshots or mailing lists.

12. Handle The Response

Decide how you will handle the response and make any necessary preparations: for example, train employees how to deal with injuries.


Sending out the mailings; consider using a company that specializes in direct mail marketing services.

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