Many of our customers use Direct Mail together with the popular CRM app Daylite. If you are in that category, this one’s for you…
Import and Sync Smart Lists
Direct Mail for many years has been able to import and sync contacts that live inside Daylite Groups. New in Direct Mail 7 is the ability to import and sync contacts from a Daylite Smart List. You may find this to be a more convenient solution, since it means you no longer have to manually add or remove contacts to or from your Daylite Groups before syncing. Learn More
Link Sent Campaigns
When you send an email campaign from Direct Mail, you can automatically have a record of that campaign linked to the appropriate contact in Daylite. This shows up as a Note in Daylite. This is a handy way to keep track of all the communication you’ve had with a particular client or customer. Click here to learn how to link campaigns to Daylite.
