New in Direct Mail 3: Link Your Email Campaigns to Daylite

As the first of a series of posts on new features, today I’d like to show off some of the new Daylite integration capabilities we’ve built into Direct Mail 3. Daylite is a powerful, easy-to-use application for managing your relationships with clients and customers. Direct Mail is a powerful, easy-to-use way to email those clients and customers. Wouldn’t it be great if the two applications could work together? With Direct Mail 3, now they can!

Emailing Your Daylite Contacts Using Direct Mail

Long-time users may already know that you can import contacts from Daylite into your Direct Mail mailing lists. It’s as simple as:

  1. Open Direct Mail
  2. Choose Addresses > Import from the menu bar
  3. Choose Import From Daylite
  4. Follow the on-screen instructions

New in Direct Mail 3, we’ve added a handy option called “Replace entire group”, which will replace all the contacts in your selected address group with the new Daylite contacts, but still remember which addresses were unsubscribed.

Linking Your Email Campaigns Back to Daylite

Brand new in Direct Mail 3 is the ability to link email campaigns back to your contacts in Daylite. Setting it up couldn’t be easier:

  1. Open Direct Mail
  2. Choose Direct Mail > Preferences from the menu bar
  3. Check “Link sent emails to Daylite”
Link Direct Mail to Daylite in the Preferences window

That’s it.

Now, whenever you send email from Direct Mail, the email campaign will automatically appear in Daylite linked to the appropriate contacts (Direct Mail identifies the contact to link by matching email addresses). You can even click the linked email campaign and Direct Mail will automatically open and take you to the corresponding campaign summary.

Direct Mail email campaign linked in Daylite

We think folks are really going to love how easy it is now to keep track of your email campaigns right from Daylite. Stay tuned to our blog next week for in-depth looks at new features in Direct Mail 3 that you will love!

5 Comments

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  1. Reid

    This whole system SOOOO needed this upgrade.  I’m just glad I found it within a couple weeks of launch.  Thanks for working on this!

  2. Joe

    Any plans for Bento integration?

    • Jonathan

      Hi Joe,

      Thanks for your comment. We will take a closer look at Bento. In the meantime, you can export your data from Bento to a CSV file, and then import that same CSV file into Direct Mail. 

      Here’s how to export from Bento: http://help.filemaker.com/app/answers/detail/a_id/6673/related/1/session/L2F2LzEvdGltZS8xMzMzNTAxMjMyL3NpZC80eTFkdUxVaw%3D%3D

      And here’s how to import into Direct Mail: http://directmailmac.com/support/?a=218

      Thanks!
      Jonathan

  3. Dan B

    I have been troubleshooting with Direct Mail. I cannot get it to link (see) that I’m connected to Daylite. Any ideas? I’ve run the gamut of deleting Libary Prefs and Cache but it won’t work? I had installed DL4 to test it and then removed it. I think that I removed all of its remnants.

    • Jonathan

      Hi Dan,

      I’d recommend getting in touch with our support team. You can reach them at http://directmailmac.com/support. There is live chat and email support options available.