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How do Scribble automations work?

Once your date-card rule is on, Scribble checks its contacts automatically and schedules cards for upcoming birthdays, anniversaries, or custom dates. Newly added contacts are included when their dates and mailing details are ready.

On this page

#Set up a rule

Open date cards and automations. Work through the audience, card and message, then review the yearly limit and sending status. See birthday setup for a full walkthrough.

#How cards are sent

  1. Find upcoming dates

    Scribble checks active rules and looks for dates within the current sending window. Only contacts with the trigger’s date and usable mailing details can produce a card.

  2. Check the recipient and message

    The rule checks available credits, its yearly limit, opt-outs and merge values. Skipped contacts appear with a reason in the Activity section.

  3. Prevent a duplicate

    Each rule claims one occurrence per contact. Retrying the same rule for the same date does not create a second card. Different rules can each send a card.

  4. Create the card

    Eligible cards enter the usual production process and appear in Orders. Direct automation cards spend a credit when accepted; blocked cards are not charged.

#Preview before sending

The card and envelope preview in the builder or Settings tab costs nothing. Check the message, handwriting and return address there.

#Read the history

Open the saved rule to see upcoming cards and their history. The Activity section explains held or skipped cards. If a card is missing, check that the rule is on and the contact has the required date and address.

#Pause or change a rule

Turn sending off to stop future runs. Edit the saved rule’s settings to change future cards. Existing cards keep their saved details and must be canceled separately if needed.

Scribble works backward from the occasion date and shows an estimated four to five day arrival window ending on that date. USPS delivery can vary. Add contacts early enough for production and mailing; a date already too close may not be included. See arrival windows.

Last checked against the product on . Something wrong or missing? Tell us.