Tracking Direct Marketing Campaigns with Podio

[Cassandra Ramirez]

This is a specific question requiring a specific answer from current Podio users. Your mission, should you choose to accept it...please share how you are using Podio to manage your mail campaigns, how you are tracking cost and what mechanism you are using to get your mailings done (ie are you exporting as a spreadsheet to upload to click2mail, have it automatically sent there from Podio, etc.).

[Ana G.]

Cassandra Ramirez I personally use Podio by creating a "campaigns" app. Then I add the details of that one specific campaign to the app (date sent, lists sent to, mailpiece type like postcard or yellow letter, pic of mailpiece to show colors and content). Then, I set Podio (using Globiflow) to automatically generate a report 45 days later to include how many hot leads/contracts/dead leads/remove from list we received in that 45 day period. Takes FOREVER to set up but once you set that part up, it does the work FOR you as long as you continue to work the system and update your leads.