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Upgrading from Direct Mail 2 to Direct Mail 4

Upgrading from Direct Mail 2 is easy. In fact, if you have purchased Direct Mail 2, then your Direct Mail Account is already set up for you. Please refer to the information below for the version of Direct Mail 2 you are upgrading from (Basic vs. Pro).

Upgrading from Direct Mail Pro

If you upgrade from Direct Mail Pro, your e3 Delivery Service credits will carry over to your new account. SMTP access does not transfer over to Direct Mail 4, but can be purchased after you upgrade. There is no extra charge to upgrade. To upgrade:

  1. Download Direct Mail 4. Your Mac must be running macOS 10.7 or newer.
  2. Open Direct Mail 4
  3. Sign in to your Direct Mail Account using the same email address you used when purchasing Direct Mail 2. Enter your Direct Mail 2 registration code as your password. This step may be unnecessary if Direct Mail is able to sign you in automatically.

Upgrading from Direct Mail Basic

If you upgrade from Direct Mail Basic to Direct Mail 4, you will be able to enjoy all the features of Direct Mail 4 (including email tracking, e3 Delivery Service, subscribe forms, etc.). SMTP access does not transfer over to Direct Mail 4, but can be purchased after you upgrade. There is no extra charge to upgrade. To upgrade:

  1. Download Direct Mail 4. Your Mac must be running macOS or newer.
  2. Open Direct Mail 4
  3. Sign in to your Direct Mail Account using the same email address you used when purchasing Direct Mail 2. Enter your Direct Mail 2 registration code as your password. This step may be unnecessary if Direct Mail is able to sign you in automatically.

Frequently Asked Questions About Upgrading

"Do I need to pay a monthly subscription now?"

No, you do not need a subscription! We have introduced an optional monthly subscription plan to our e3 Delivery Service. This a great option for frequent senders, as it gives you unlimited access to our speedy, reliable email delivery service at a low monthly rate. It is, however, completely optional.

"Why do I need an account now?"

Previously, you used a registration code to unlock Direct Mail's features. Now, instead of using a registration code, Direct Mail will automatically sign you in to your Direct Mail account when you open the application. Using an account instead of a registration code is great for several reasons, including:

  • Easier access to purchasing email credits or switching plans
  • Easier to share your account across multiple machines
  • Easier to update your email address with us so we can notify you of issues with your emails (for example, spam complaints)
  • Easier for us to prevent spammers from hurting the quality of service for legitimate users

"How do I sign in to my Direct Mail account?"

The first time you use Direct Mail 4, we will try and sign you in automatically (by referencing your old Direct Mail 2 registration code). If it doesn't work for some reason, then you can sign in using the following credentials:

Email: (the email address you used when purchasing Direct Mail 2) Password: (the registration code you received after purchasing Direct Mail 2)

You can find both of these pieces of information in the email receipt that was sent to you (from Kagi) when you purchased Direct Mail 2.

"Can I open my Direct Mail 2 projects in Direct Mail 4?"

Direct Mail 4 can open project files created with Direct Mail 2. Since the file format has changed, Direct Mail 4 will automatically make a backup copy of your project, then perform an upgrade on the data. This may take anywhere from a few seconds to a couple minutes depending on the size of your project. If Direct Mail says that it cannot open your Direct Mail 2 project, please see this help article for more information.

"Do I still have access to my e3 Delivery Service credits?"

For Pro users, all of your e3 Delivery Service credits carry over to the new version. For Basic users, you'll now have access to our great e3 Delivery Service. Send your email faster and more reliably by using e3 Delivery Service.

"Are there any features that were removed?"

Yes, Direct Mail 2 contained some rarely used features that were dropped when moving to Direct Mail 4. These include:

  • PHP scripting. In place of PHP scripting, Direct Mail 4 now has support for more powerful mail-merge tags and if/else conditional logic.
  • MySQL groups. Direct Mail 4 still has support for importing from a MySQL database, and now has better logic for merging your the addresses you import with addresses already in your group (so you don't lose unsubscribe information, for example).
  • Subscription group sharing. You can no longer share or subscribe to shared subscription groups.
  • Message table editor. Direct Mail 4 no longer has a table editor. You can still edit and add HTML tables by hand by editing the HTML source.

"Can I continue to use Direct Mail 2?"

Yes, we will continue to support Direct Mail 2.

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