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Creating a new project

Direct Mail stores all of your email campaign data (messages, addresses, reports) in a Project. The first time you open Direct Mail, you will be prompted to create a new, empty project. For most users of Direct Mail, one project is all you need. If you decide later that you want to create another project (for example, for a new client that you've started working with), you can do that, too:

  1. Choose File > New Project from the menu bar.
  2. Name the Project
  3. Click Save.

Should I move my project to the cloud?

When you create a new project, you are given the option to move it to the cloud right away. If you decline, you can move it to the cloud later by choosing File > Move To from the menu bar at the top of your screen. Keeping your project saved in the cloud is a great idea if you want to sync it across multiple Macs, want to share it with other collaborators, want to enjoy automatic backups, or want to use any of our automation or integration features (which require the cloud). More information about the cloud is available here.

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