How do I send handwritten thank-you cards to customers?
For a batch, open Send to a list and choose your customer list. For ongoing thank-yous after a purchase or closed deal, use an integration or inbound hook and trigger once for each event you want to acknowledge.
On this page
#Send a batch
Choose the customers
Use a saved list or a filtered export of customers you want to thank. Check addresses and opt-outs before adding them to the mailing.
Start the mailing
Open Send to a list, choose Start a mailing, and add the recipients. Choose the card and handwriting.
Write a specific note
Use the field picker to add the recipient’s name and, if available, a project or purchase detail. Check missing values and long names. Add the sign-off and return address.
Review and schedule
Choose the arrival window, inspect the merged cards and confirm the mailing. Credits are reserved when it is scheduled.
#Send after a customer event
Use a connector shown under Integrations, or follow the inbound-hook guide. Filter for a specific event, such as the first completed order or a deal moving to closed-won. A general record-update trigger can send more cards than you intended.
The do-not-mail list is checked by the sending routes. Pass the recipient’s email if your opt-outs are keyed by email, and keep your source system’s contact preferences up to date.
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