How Do Leads Become Mail?
How Leads Become Mail Through Flows
Every MailBack™ pixel connects to a Flow — the automation that handles each lead it captures. At a minimum the Flow saves leads to a contact list; connect it to a triggered drip campaign and that campaign mails them a postcard or letter automatically, without you lifting a finger for each one.
The idea
1. Your pixel captures a lead.
2. The lead enters the connected Flow (every pixel has one).
3. The Flow saves the lead to a contact list and — if it's tied to a triggered drip campaign — that campaign mails the lead automatically.
Because it's automated, every qualifying lead is handled consistently — no manual list pulls or uploads.
Sending mail is optional
Connecting a Flow isn't optional — leads always run through one. Sending mail is the optional part. A Flow can simply collect leads into a contact list (for nurturing, export, or use elsewhere), or it can also mail them by tying to a triggered drip campaign (see below).
Connecting a pixel to a Flow
A pixel is tied to a Flow when you build it (the Data Action step) and you can review or change it from the pixel's Flow tab afterward.
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Sending mail: connect a triggered drip campaign
The Flow itself doesn't design the mail piece. To send mail, the Flow ties to a triggered drip campaign you've already created — the campaign holds the mail design and sends the pieces. In the Flow, the one thing you choose is which drip campaign to tie to.
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What you need before mail can go out
Set these up first, then connect the campaign to your Flow:
1. A mail template — the postcard or letter design.
2. A triggered drip campaign that uses that template.
3. Direct mail credits available on the campaign to cover the sends.
Tip: If leads are landing in your contact list but nothing is mailing, check that the Flow is tied to a drip campaign and that the campaign has direct mail credits available.
Note: Flows are part of the MailBack™ experience for eligible plans. If you don't see Flow options, check your Add-On Subscription.
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