Create and Design Postcard Automation

Postcard Automation allows you to automatically send printed postcards to customers after specific events—such as when a work order is completed or an invoice is paid. 

This is a great way to thank customers, request reviews, or remind them about future services.

Follow the steps below to create and design your Postcard Automation.

Step 1:

1. From the top navigation bar, click Automation.

2. From the left-side menu, select Postcard Automation.

3. Click + Add Postcard Automation button.

Step 2: Set Rules

In this step, you’ll define when the postcard should be sent and who should receive it.

1. Choose the Event

Under On Event, select the trigger for your postcard. For example:

• Work Order Completed

• Invoice Paid

This event determines when the automation begins.

2. Set When to Send

Under Send, choose how many days after the event the postcard should be mailed.

Note: Postcards take approximately 4–6 business days to be delivered after they are sent.

Example:
Select 7 days to send the postcard 7 days after the work order is completed.

3. Name Your Automation

In Automation Name, enter a name for internal reference (e.g., Carpet Cleaning Job Follow-Up).

4. Select Customer Type

Choose which customers this applies to:

• Residential

• Commercial

• Both Residential and Commercial

5. Include or Exclude Customer Groups (Optional)

You can refine your audience by:

• Excluding Customer Groups

• Including Customer Groups

Example: Exclude a group such as Passive customers if needed.

6. Add a Postcard QR Code URL

Enter a URL that customers can scan from the back of the postcard.

You can:

• Add your website URL

• Use your Markate Profile URL

• Add your online booking link

• Add your contact form link

This allows customers to quickly book services or contact you.

7. Enter Return Address Information

This ensures undeliverable postcards are returned to you.

Click Continue to move to the design section. 

Step 3: Design the Postcard Front

Now you’ll design the front of your postcard.

You can:

• Add Image – Upload your own image

• Use a template from the right-side panel

• Add Text

• Insert Shapes

• Add Stickers

• Use Frames

• Adjust Background

• Apply Filters

Make sure all important content stays inside the print safe zone (marked area) to avoid trimming during printing.

When finished, click Continue

Step 4: Design the Postcard Back

On the back of the postcard, you can:

• Add a thank-you message

• Include a special offer

• Add a call-to-action (e.g., “Book your next cleaning today!”)

• Ensure your QR code is properly placed

Review spacing and formatting carefully.

Click Continue when done.

Step 5: Preview Your Postcard

Before finalizing:

• Review both the front and back designs

• Confirm QR code URL

• Verify timing and trigger settings

Make sure everything looks correct.

Step 6: Complete Payment

Postcards are charged per card sent.

Once payment details are confirmed:

• Activate the automation

• Your postcard will automatically be sent when the selected event occurs

Managing Your Postcard Automation

To manage an existing automation:

1. Go to Automation → Postcard Automation

2. Use the Manage dropdown to:

   • Edit

   • View logs

   • Convert to Postcard on Demand

3. View order and payment history under Orders & Payments

4. Toggle Postcard automation Active to ON or Off to de-activate it.
   

5. "Converted" in list shows which ones are converted from Postcard on Demand to Postcard Automation.

Here is a video showing how to do this.