How do I log a postal mailing?

Logging a postal mailing to one or many contacts is very simple.

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.

1. Tap on the map icon
2. Tap on "I mailed ..."

1. Add the topic of the mailing
2. Select the date and time you sent the mailing
3. Tap on Save

3. The postal mail is logged in the timeline.

Log Postal Mail in Bulk

1. Search or filter your contacts to find and select the people for whom you wish to log a postal mail. 
2. Tap on the checkmark next to one contact's name.
1. Tap on the checkmark next to the search box to select all.
3. Tap on the checkmark at the bottom right. 



4. Tap on the envelope / mail icon and select Log Postal Mail.

5. Next, enter the mailing details.
1. Enter the Topic.
2. Optional: Link the mailing to a property.
3. Enter the date.
4. Classify as bulk mail. (Toggle off for a handwritten note or card.)
5. Tap on Save.

The mailing will show in timeline of each person:

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.