I have an airtable base which has tables of property data, contacts, companies, and so forth.
I would like to go property by property and have direct mail postcards/letters to be sent to those property owners. Each property has a mailing address for taxes but I also need to have the flexibility where I can send a 2nd or 3rd piece of mail to another address, such as a home address of two different partners or relatives who may be involved with the property.
I need flexibility where I can have different letters or postcards that have different marketing copy and I can dynamically fill in data from Airtable, such as by using [[Address]], [[First Name]] [[Last Name]] type logic.
I have come across ClickSend but it doesn’t seem to have the ability to parse data from Airtable into dynamic letters. You have to upload letters which I assume means they are static.
So I have two issues I’m trying to solve
Base Design & Process to Trigger Automation
How do I pull in property info (address, city from Properties Table), contact info (Name, Mailing Address from Contact table), company info (if applicable from Company Table) into a trigger event that is automated or manual?
Do I have a checkbox on the property table that sends manually? How do I choose which letter and how do I ensure i have the contact info to send? Do I need to have a record in a Direct Mail table where when a property & contact record is added, it sends one letter (another related field to choose the letter)?
What if I want to add 50 properties to a monthly letter that goes out automatically with a certain letter? And then I want to add another 100 properties to a different quarterly letter? How can I achieve that?
What Apps Enable This Automation?
As mentioned, it doesn’t seem ClickSend can do this functionality. Haven’t found others that would be a solution yet.
Is this too difficult of a problem where I should just manually enter/export the properties I want to target to another software to mail?