How do I log a postal mailing?
Logging a postal mailing to one or many contacts is very simple.
Log Postal Mail for One Contact
Log Postal Mail for Multiple Contacts at Once
Log Postal Mail
Logging a handwritten note or card is a great way to keep track of personal outreach.
Tip: If the map icon is grayed out you can edit the contact to add their postal address. Once a postal address is set you can log the postal mail.
- Tap on the map icon
- Tap on "I mailed ..."
- Add the topic of the mailing
- Select the date and time you sent the mailing
- Tap on Save
- The postal mail is logged in the timeline.
Bulk vs. Personal Mail
If you write a personal note, we recommend turning off "Bulk or Marketing Mail". Cloze treats a personal note like other one-to-one activities, and updates the "Last Interaction" date. This will also reset your keep-in-touch cycle like an email or call would.
Toggling on "Bulk or Marketing Mail" will not update the "Last Interaction" date or change the keep-in-touch reminder cycle.
The timeline will reflect if bulk mail was sent.
Log Postal Mail for Many Contacts at Once
- Search (a) or filter your contacts (b) to find and select the people for whom you wish to log a postal mail.
- Tap on the checkmark next to each contact's name to select them or tap on the checkmark at the top to select all contacts.
- Tap on the checkmark at the bottom right and then select Log Postal Mail.
- Next, enter the mailing details.
- Enter the Topic.
- Optional: Link the mailing to a property.
- Enter the date.
- Classify as bulk mail. (Toggle off for a handwritten note or card.)
- Tap on Save.
The timeline will reflect if bulk mail was sent.